Job Description
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, team-oriented team environment with a strong track record of long-term client relationships and tailored strategy work.
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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.
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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:
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Joint client meetings, including fact-finding, meeting notes and follow-up
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Financial modelling and strategy analysis (Xplan, Wealth Solver, Risk Researcher or similar)
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Drafting Statements of Advice and Records of Advice
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Input into strategy,



including asset allocation and investment recommendations
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Preparing review documentation and presenting modelling outcomes
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End-to-end implementation, liaising with clients and third parties
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Monitoring portfolio liquidity against risk profiles and platform cash requirements
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What you'll bring:
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Experience in a Paraplanning, Client Service or Associate capacity within financial planning
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Strong technical and advice-writing skills
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Confidence with Xplan or comparable modelling platforms
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Sharp attention to detail and personal organisation
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Clear, confident communication and a collaborative approach
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Ability to work autonomously once across the client base
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Flexible hours, with WFH options available.

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