Associate Adviser / Junior Planner

Join a truly independent, privately owned advisory firm on St Kilda Road with around 20 dedicated professionals operating under its own AFSL. This firm provides personalised, strategic financial advice to a diverse client base, including emerging professionals, business owners, high net worth families and not-for-profits.

This role is perfect for an Associate Adviser or Junior Planner looking to grow their career in a collaborative, client-focused environment.

If you have completed your Professional Year (PY), you can begin advising clients immediately, managing your own portfolio and delivering advice with confidence.

If you have yet to complete your PY, you will start it right away with comprehensive support and mentoring from experienced advisers and an Operations and Compliance Manager.

Your key responsibilities will include:

Preparing compliant advice documents such as Statements and Records of Advice

Researching and comparing investment, superannuation, insurance and other financial products

Conducting insurance analysis and liaising with third-party providers

Collaborating with advisers, paraplanners and client services to develop tailored financial strategies

Participating in client meetings as you build your confidence and experience

To succeed in this role, you’ll need:

A commitment to delivering advice that genuinely supports clients’ best interests

Strong communication skills and a collaborative attitude

Excellent attention to detail and organisational skills

Technical knowledge across core advice areas

Experience with Xplan software modules like Model Office, IPS, WealthSolver, CALM and Risk Researcher is highly desirable

MDA experience is a bonus but not essential

This is a unique opportunity to develop your career in an advice-led business that values independence, integrity and long-term client relationships. If you’re ready to step into advising immediately or to complete your PY and build your expertise in a supportive environment, we’d love to hear from you.

Kiera Brown

[email protected]

0409 598 111