Associate Adviser – St Kilda Road, Melbourne

This is an exceptional opportunity to join one of Melbourne’s few truly independent and privately owned advisory firms. With around 20 staff and its own AFSL, this medium-sized business provides highly personalised, strategic advice to a broad range of clients—from emerging professionals and business owners to high net worth families and not-for-profit organisations.

The firm’s structure and scale offer the best of both worlds: a collegiate, close-knit team alongside the depth and rigour of a mature, process-driven advice model. With a strong track record and a clear client-first philosophy, this is an environment where technical development and personal growth are genuinely prioritised.

For the right candidate, the Professional Year (PY) can commence immediately. You will be supported by an experienced, hands-on leadership team who are committed to developing your capability and confidence in both technical and client-facing work.

The Role

You will support the advisory team in delivering high-quality, compliant and tailored financial strategies. Working closely with Advisers, Paraplanners and Client Services, you’ll play a key part in the full advice process—not just the back office. This role is ideal for someone ready to begin their PY or early in their advice career and looking to deepen their exposure to a wide variety of client scenarios and strategies.

Key Responsibilities

Prepare Statements of Advice, Records of Advice and strategy documents, ensuring accuracy and compliance with regulatory standards

Manage deadlines and workflow expectations in collaboration with the broader team

Conduct research and comparisons across investment, superannuation, insurance and other financial products

Liaise with product providers and undertake modelling and analysis to support Adviser recommendations

Collaborate with Paraplanners, Advisers and the Client Services team to deliver cohesive, effective advice

Attend client meetings if interested, with a view to progressing your client-facing experience

What You Bring

A strong belief in delivering advice that genuinely serves the best interests of each client

A collaborative mindset with the confidence to contribute ideas and ask questions

Clear communication skills and the ability to explain complex concepts simply

Strong attention to detail, initiative and time management

Sound technical understanding across investments, super, insurance, retirement planning, Centrelink, aged care and estate planning

Proficiency in Xplan—including Model Office, IPS, WealthSolver, CALM and Risk Researcher—is highly desirable

Working knowledge of compliance obligations and regulatory frameworks for personal advice

MDA experience is advantageous but not essential

What’s on Offer

Immediate PY commencement for eligible candidates

Extensive mentoring from a highly experienced Operations and Compliance Manager

A steady flow of interesting, diverse client work to develop your technical ability

Supportive, down-to-earth colleagues who take pride in doing things properly

A rare chance to work in an advice-led business that values independence, integrity and long-term relationships

If you are ready to take the next step in your career, please apply now.

Kiera Brown

[email protected]

0409 598 111