With a holistic approach to financial advice, this is an opportunity to join a team that genuinely cares about delivering high-quality outcomes for its clients. The business offers a collaborative and stable environment, with a strong track record of developing long-term relationships and delivering tailored financial strategies.

The client demographic is largely pre- and post-retirees with average account balances around $1.5 million, alongside some higher-value portfolios, corporates, SMSFs and private family trusts.

They are currently seeking an Associate Adviser to work alongside their Senior Advisers to help manage these clients, with a view to gradually taking on your own portfolio in the years ahead.

This is a broad and client-facing role with responsibilities including:

Attending joint meetings with Senior Advisers and assisting with background fact-finding, meeting notes and follow-up

Strategic financial modelling and analysis using Xplan, Wealth Solver and Risk Researcher

Drafting Statements of Advice and Records of Advice

Contributing to strategy development, including asset allocation and investment recommendations

Preparing client review documentation and presenting modelling outcomes in meetings

Full end-to-end implementation, including liaising with clients and third parties and maintaining communication

Monitoring portfolio liquidity against client risk profiles and platform cash minimums

You will be part of a small, professional and committed team where everyone is client-facing; there is no “back office.” This is a business that values integrity, open communication and continuous improvement – and has a clear commitment to doing the right thing by its clients and community.

To be considered, you will need to have experience in a financial planning firm in a Paraplanning, Client Service or Associate capacity. You will also need:

Strong technical knowledge and advice writing skills

Proficiency in Xplan and modelling tools

Excellent attention to detail and personal organisation

Professional presentation and confident communication

A collaborative mindset and ability to operate with a high degree of autonomy

Flexible hours and the ability to work from home on Tuesdays and Thursdays are available (post probation). Opportunities to join this firm are rare – if you are looking for a stable, progressive and ethical advice business where you can grow your career over time, we would love to hear from you.

For more information, please contact:

Kiera Brown

[email protected]
0409 598 111