The Company
Our client is one of Melbourne’s leading boutique IFA practices with an exceptional reputation in the market. With an enviable client base of HNW and UHNW individuals, business owners, and professionals, they pride themselves on providing bespoke financial strategies and building relationships that last generations. Their culture is supportive, collaborative, and professional with extremely low staff turnover and a genuine focus on career development. This is a rare opportunity to join a highly respected firm and work alongside some of the best in the industry.

The Role
This is a true Associate Adviser position where you will work closely with the Principal Advisers to deliver outstanding advice outcomes. You’ll second-chair client meetings with HNW and UHNW clients, develop tailored strategies, and help present recommendations.

Your role will also involve:

Analysing client goals, needs, and objectives in partnership with the Principal Adviser

Collaborating on strategy design and presenting solutions at client meetings

Translating meeting notes into briefs for the paraplanning team

Project managing workflow and ensuring advice strategies are implemented seamlessly

This position offers genuine exposure to sophisticated advice strategies and client portfolios, setting you up for long-term progression in your advisory career.

About You
We’re looking for someone with strong technical knowledge and polished interpersonal skills. To succeed in this role, you will need:

Degree qualifications in Financial Planning (or equivalent)

Minimum 3+ years’ experience in financial planning, ideally as a Paraplanner or Associate Adviser

Demonstrated experience working with HNW and UHNW clients

Strong attention to detail, self-drive, and the ability to thrive in a collaborative team

A genuine desire to be in a client-facing, relationship-driven role

Other Opportunities:

We are actively working on several roles within the Financial Planning sector that aren’t advertised. If this position isn’t exactly what you’re looking for, please contact me directly to learn about other opportunities.

About Us:

If you are a candidate, we listen to your career goals and offer unbiased and honest career advice to assist you in making the right move for your career.

We specialise in Wealth Management, Accounting, Financial Planning, Mortgage Broking, Administration and Superannuation.

LinkedIn: www.linkedin.com/in/jacquelinletcher
Email: [email protected]

If you meet the criteria, apply below or reach out to me via email for more information.