Job Description

Melbourne

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Open depending on experience - totally negotiable!

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Permanent opportunity | Wealth Management

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QIX Consulting Group is partnering with a growing and well-established financial advice business seeking an experienced Associate or Senior Associate Adviser to join its Melbourne team.

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With another exciting year of growth planned, the business is looking for someone who can work closely with experienced advisers, support new and existing client relationships, and help deliver a seamless advice experience.

We’re Hiring: Associate Adviser / Senior Associate Adviser n

Melbourne

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Open depending on experience - totally negotiable!

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Permanent opportunity | Wealth Management

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QIX Consulting Group is partnering with a growing and well-established financial advice business seeking an experienced Associate or Senior Associate Adviser to join its Melbourne team.

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With another exciting year of growth planned, the business is looking for someone who can work closely with experienced advisers, support new and existing client relationships, and help deliver a seamless advice experience.

This opportunity could suit either n

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- A career Senior Associate who enjoys being a trusted partner to advisers and clients and wants to build a long‑term career in a senior support capacity; or
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- An ambitious Associate who would like to develop their technical and client‑facing capabilities before progressing into a Financial Adviser role in the future.
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Key responsibilities nn
- Supporting advisers throughout the end‑to‑end advice process
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- Attending client meetings and preparing meeting documentation
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- Assisting with strategy development and advice preparation
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- Coordinating with paraplanning, administration and implementation teams
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- Managing client reviews, follow‑ups and ongoing service requirements
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- Building solid relationships with clients and acting as a trusted point of contact
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- Ensuring all documentation and advice processes meet compliance requirements
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- Supporting the onboarding of new clients and anticipated business growth
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What we’re looking for nn
- Previous experience within financial planning, wealth management or private wealth
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- Experience working as an Associate Adviser, Senior Associate, Paraplanner or in a similar advice‑support role
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- A sound understanding of superannuation, investments, insurance and wealth strategies
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- Strong client‑facing, communication and relationship‑management skills
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- Excellent attention to detail and the ability to manage multiple priorities
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- Relevant financial planning qualifications
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- A proactive, professional and collaborative approach
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This is an excellent opportunity to join a supportive and growing business that can offer long‑term stability, exposure to experienced advisers and genuine career development.

Diversity & Inclusion n

We are committed to fostering a diverse and inclusive workplace and encourage applications from all backgrounds.

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Sterk Advisory Pty Ltd trading as QIX Consulting Group

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📌 Senior Associate Advisor (Melbourne)
🏢 QIX Consulting Group
📍 Melbourne