Job Description

This highly-regarded Melbourne wealth management and financial advice firm requires an Associate Adviser to join their team.

n

The Opportunity

n

This is an exciting prospect for an Associate Adviser looking to take a genuine step forward in their financial planning career.

n

Working closely with experienced Senior Advisers, you will gain hands-on exposure across the full advice process, with the opportunity to work with a sophisticated client base and become increasingly involved in client meetings, strategy development and advice delivery.

n

You will be encouraged to develop your technical and client-facing capabilities, take on greater responsibility and build towards completing a Professional Year and becoming a Financial Adviser.

n

For someone ambitious about their career in advice, this is an opportunity to learn from experienced professionals while gaining the depth of exposure needed to progress.

n

About the firm

n

With a solid reputation for delivering sophisticated, tailored advice and building long-standing client relationships, this independent financial advisory firm will enable you to grow your career within a high-quality wealth management environment and gain meaningful exposure to the strategic and relationship-driven side of financial advice.

n

With an experienced team, a high-quality client base and a strong focus on strategic advice, this firm offers an excellent environment for someone looking to build a long-term career within wealth management.

n

Key Responsibilities

n





Work closely with Senior Advisers across the delivery of holistic and strategic financial advice.

n

Assist with client meetings, including preparation, research, analysis and follow-up.

n

Become increasingly involved in client conversations and the broader advice process.

n

Support the development and implementation of tailored financial strategies.

n

Assist with advice documentation, portfolio reviews and ongoing client requirements.

n

Liaise directly with clients, product providers and other professional stakeholders.

n

Develop your technical knowledge across investments, superannuation, retirement planning and broader wealth strategies.

n

Take on greater responsibility as your knowledge, confidence and experience develop.

n

About You

n

You may currently be working as an Associate Adviser, Client Services Officer, Paraplanner or Adviser Support professional and feel ready for an opportunity that offers greater exposure and progression.

n

Ideally, you will bring:

n

2 – 3+ years' experience within the financial planning or wealth management industry.

n

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

n

Exposure to High Net Worth (HNW) or Ultra High Net Worth (UHNW) clients would be a strong advantage, but not essential.

n

Strong technical, analytical and problem-solving capabilities.

n

Excellent attention to detail and organisational skills.

n

Confidence communicating with clients and senior stakeholders.

n

Strong written and verbal communication skills.

📌 Associate Adviser (Victoria)
🏢 Integrate Recruitment
📍 Victoria