This advice practice takes a genuinely holistic approach to client care, and is looking for an Associate Adviser to support its Senior Advisers across a well-established client base. Expect a stable, cooperative team environment with a strong track record of long-term client relationships and tailored strategy work.

Clients are primarily pre- and post-retirees, with average portfolios around $1.5 million, plus a number of larger accounts, corporate structures, SMSFs and family trusts.

You'll work closely with Advisers with a clear pathway toward managing your own portfolio over time. It's a broad, client-facing role covering:

- Joint client meetings, including fact-finding, meeting notes and follow-up
- Financial modelling and strategy analysis (Xplan, Wealth Solver, Risk Researcher or similar)
- Drafting Statements of Advice and Records of Advice
- Input into strategy,



including asset allocation and investment recommendations
- Preparing review documentation and presenting modelling outcomes
- End-to-end implementation, liaising with clients and third parties
- Monitoring portfolio liquidity against risk profiles and platform cash requirements

What you'll bring:

- Experience in a Paraplanning, Client Service or Associate capacity within financial planning
- Strong technical and advice-writing skills
- Confidence with Xplan or comparable modelling platforms
- Sharp attention to detail and personal organisation
- Clear, confident communication and a collaborative approach
- Ability to work autonomously once across the client base

Flexible hours, with WFH options available. Melbourne-based candidates preferred.

📌 Associate Advisor (Melbourne)
🏢 The Andersen Partnership
📍 Melbourne