Job Description
Advice Associate - with Professional Year Pathway
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Advice Associate
n Build Your Career With One of Australia's Most Recognised Advice Firms
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If you're ambitious, growth-focused, and serious about building a long-term career in financial planning, this could be the opportunity that changes your trajectory.
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CCA Financial Planners has tripled in size and continues to expand rapidly. We are a high-growth, privately owned financial planning firm with over 35 years of history, combining the strength of an established practice with the energy and innovation of a modern, forward-thinking business.
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We're not just growing in size, we're growing in reputation.
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In the most recent IFA Excellence Awards, we were named Top 10 finalists in four major categories:
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Holistic Advice Firm of the Year – CCA Financial Planners
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Holistic Adviser of the Year – Marcello Rogliano
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Client Services Coordinator of the Year – Cigi Cini
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Innovator of the Year – Xavier Cachia
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This recognition reflects the culture we've built, one centred on excellence, innovation, collaboration, and genuine client impact.
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Now, we're looking for someone who doesn't just want a job, but wants to grow with us.
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Why Join CCA? Clear Career Progression Pathways
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We are intentional about career development. Whether your goal is to become a fully qualified Adviser, move into leadership, or deepen your technical expertise, we provide:
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A clearly mapped progression pathway
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Structured Professional Year support (where applicable)
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Ongoing mentoring from senior advisers
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Regular development reviews and growth planning
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Exposure to high-level strategy conversations
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We don't hire to fill seats. We hire future leaders.
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Be Part of a Fast-Growing, Forward-Thinking Firm
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Growth creates opportunity.
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Because we are expanding, new roles and leadership opportunities are emerging. You'll join a team where performance, initiative, and contribution are recognised and rewarded.
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You'll work in our stunning waterfront Docklands office, using industry-leading technology and systems, alongside a cooperative team that values ideas, improvement, and innovation.
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If you want to develop, stretch yourself, and accelerate your career, this environment will support that.
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The Role
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As an Advice Associate, you will play a key role in delivering high-quality, holistic advice to our clients.
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You will:
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Work closely with senior advisers on strategy development
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Prepare and assist in presenting SOAs and ROAs
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Support advice implementation and compliance processes
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Conduct investment, superannuation and insurance reviews
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Assist in managing client relationships and meeting preparation
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Provide technical support across super, risk, retirement and investment strategies
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Contribute to strategic discussions and internal improvements
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This role offers real responsibility and real development — not just administrative support.
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What You'll Bring
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2+ years' experience in the advice industry
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Strong experience in advice implementation
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RG146 compliant with relevant tertiary qualifications
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Experience preparing SOAs and supporting client meetings
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High attention to detail and solid written communication
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Confidence working with clients and internal stakeholders
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A proactive, growth-oriented mindset
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Xplan experience highly regarded
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Advanced Microsoft Office skills (especially Excel)
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Most importantly, you want to grow.
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What We Offer
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A structured and transparent career pathway
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Professional Year support (where applicable)
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Ongoing mentoring and training
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A team-oriented, high-performance culture
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Flexible work-life balance initiatives
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Exposure to award-recognised advice processes
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Competitive salary package: $75,000 – $95,000 (commensurate with experience)
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A team that genuinely invests in your long-term success
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At CCA, you won't be a number. You'll be part of a firm that is expanding, evolving, and building something meaningful — and we want people who are excited to build with us.
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📌 Advice Associate - With Professional Year Pathway (Victoria)
🏢 CCA Financial Planners
📍 Victoria