Our client is a boutique financial services practice with a reputation for excellence in wealth management, strategic investment advice, and client care. The office is located in the CBD, close to public transport. The business prides itself on delivering tailored solutions to a diverse client base, including high-net-worth individuals and emerging professionals.

About the Role

An exciting opportunity has opened for an Associate Adviser / Professional Year Candidate to join a growing advisory team. Working closely with Senior Advisers, you’ll play a key role in supporting client relationships, preparing advice documents, and contributing to strategic Financial advice strategies, with a clear career pathway into a full adviser role.

This role is ideal for someone completing their Professional Year or looking to transition into a Professional Year in the near future.

Key Responsibilities:

• Assist in implementing advice recommendations with diligence and professionalism
• Manage client and provider communications
• Review Strategy Papers and Statement of Advice documents
• Collaborate with paraplanners and advisers to develop tailored advice strategies
• Ensure compliance with regulatory and internal standards
• Maintain accurate client records and support ongoing service requirements

Skills required

• Tertiary qualification in Financial Planning that meets the FASEA requirements
• Minimum 3 years’ experience in financial services (administration, paraplanning, or associate adviser role)
• Strong written and verbal communication skills
• High attention to detail and organisational skills
• Experience with XPLAN or similar CRM systems is highly regarded
• A proactive attitude and commitment to client service excellence

What's on offer

• Competitive package: $90k–$110k base + super + bonus; clear progression to AR/Financial Adviser
• 9–day fortnight
• Direct access to senior adviser - the full stack of advice delivery
• A values-led culture that rewards initiative, accountability and client outcomes
• WFH day after probation

For more information about this opportunity, please give Steven Reed a call on 0466474387 or email [email protected]

If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW.