Associate Financial Adviser / PY Candidate | Eastern Suburbs, VIC
Focus on learning, client strategy, and professional growth, backed by full team support.
We are partnering with a modern financial planning practice based in the eastern suburbs looking for a high-energy Associate Financial Adviser or someone who has recently commenced their Professional Year (PY).
This role is designed for a true go-getter who is ready to hit the ground running. If you are eager to take initiative, accelerate your career, and deliver holistic strategy without getting bogged down in endless back-office admin ,this is the perfect opportunity.
Why You’ll Love This Role:
- Direct Partner Mentorship: Work directly alongside an experienced Partner to sharpen your advice, communication, and strategy skills.
- Structured Pathway: Full backing to progress or complete your Professional Year with a clear path toward becoming a lead adviser.
- Full Back-Office Support: Dedicated Paraplanning and CSO teams handle SOA execution, implementation, and administrative legwork.
- Multidisciplinary Network:
Direct access to internal specialists across lending, accounting, and risk.
- Prime Location: Modern offices based in Melbourne’s eastern suburbs with great amenities and transport links.
What You Bring:
- 3+ years experience in a financial planning environment (e.g., Client Services, Paraplanning, or Associate Adviser roles).
- A drive to hit the ground running with a strong work ethic and proactive mindset.
- Commenced Professional Year (PY) or eligible to begin (relevant degree & FASEA/FAAAA education compliance).
- Passion for personal financial advice, client engagement, and strategic planning.
- Excellent communication skills, commercial acumen, and attention to detail.
How to Apply: If this chance sounds like the right next step for your career, please apply directly. If you are looking for a different role within Financial Planning across Melbourne, feel free to email Patrick Gallagher at
[email protected] .
📌 Associate Adviser (Blackburn)
🏢 The Andersen Partnership
📍 Blackburn