Associate Adviser

Permanent | Full-Time

About Our Client

Our Client is a highly regarded, independent wealth management and financial advice firm based in Melbourne. Known for delivering tailored financial strategies and exceptional client outcomes, they have built a strong reputation as a trusted adviser to individuals and families seeking long-term financial success.

With a commitment to professionalism, innovation, and client-focused service, they offer a collaborative environment where employees are supported to develop their careers and make a meaningful impact.

The Opportunity

An exciting opportunity exists for an enthusiastic and driven Associate Adviser to join a growing team of experienced financial professionals.

Working closely with Senior Advisers, you will play an integral role in supporting the delivery of high-quality financial planning and investment advice. This position is ideal for someone looking to further their career within wealth management and gain exposure to all aspects of the advice process.

You will assist with client engagement, strategy implementation, portfolio administration, and preparation of advice documentation, ensuring clients receive a seamless and professional experience.

Key Responsibilities

Provide day-to-day support to Advisers across financial planning and investment activities

Prepare for client meetings, including research, analysis, and documentation

Assist with the implementation of financial strategies and investment recommendations

Produce and maintain high-quality client records and advice documentation

Liaise with clients and stakeholders to ensure timely follow-up and service delivery

Support ongoing portfolio management and review processes

Contribute to a positive team environment focused on client excellence

About You

To be successful in this role, you will possess:

1–2 years' experience in a Client Services Officer, Associate Adviser, Paraplanner, or similar role within financial planning

A tertiary qualification in Financial Planning, Commerce, Economics, Finance, or a related discipline

Strong analytical and problem-solving capabilities

Advanced organisational skills with exceptional attention to detail

Proficiency across Microsoft Office applications, particularly Excel, Word, Outlook, and PowerPoint

Excellent written and verbal communication skills

A proactive, team-oriented approach with a strong commitment to client service

What's on Offer?

A Supportive and Engaging Culture

Join a business that values collaboration, professional integrity, and continuous improvement. You'll be surrounded by experienced professionals who are invested in your success and career progression.

Prime Melbourne Location

Enjoy working in modern offices located on St Kilda Road, with excellent transport links and end-of-trip facilities for those who enjoy walking, running, or cycling to work.

Attractive Employee Benefits

Our Client offers a range of employee benefits designed to support wellbeing and work-life balance, including:

Salary continuance insurance

Wellness initiatives and health subsidies

Additional leave options

Community and volunteering opportunities

Regular team events and employee recognition programs

Career Development Opportunities

Access ongoing learning and professional development opportunities designed to help you build your expertise and advance within the financial advice profession.

Apply Now

If you are passionate about financial planning and looking to take the next step in your career with a respected and growing organisation, we would love to hear from you.

Please submit your resume along with a cover letter outlining your relevant experience and what attracts you to this opportunity.

Applications will be reviewed as they are received, so early applications are encouraged.