Associate Adviser | Financial Planning & Wealth Management

Are you an Associate Adviser looking for greater client exposure, more involvement in financial advice strategy and a genuine opportunity to progress your career?

Our client is an established national wealth management group seeking a motivated Associate Adviser to join its Melbourne CBD team

Working within a collaborative financial planning environment, you will gain hands-on exposure to holistic financial advice, investment strategies, client relationships and the broader advice process.

This is an excellent opportunity for someone who has developed a foundation within financial planning and is ready to take the next step, whether that’s moving from Client Services into an Associate position or building on existing Associate Adviser experience.

With access to an established client network, experienced professionals and a growing wealth management business, this position offers genuine long-term career potential.

The Chance

Are you an Associate Adviser looking for greater client exposure, more involvement in financial advice strategy and a genuine opportunity to progress your career?

Our client is an established national wealth management group seeking a motivated Associate Adviser to join its Melbourne CBD team

Working within a collaborative financial planning environment, you will gain hands-on exposure to holistic financial advice, investment strategies, client relationships and the broader advice process.

This is an excellent opportunity for someone who has developed a foundation within financial planning and is ready to take the next step,



whether that’s moving from Client Services into an Associate position or building on existing Associate Adviser experience.

With access to an established client network, experienced professionals and a growing wealth management business, this position offers genuine long-term career potential.

About the Role

Working closely with experienced Financial Advisers and accounting professionals, you will play an important role in supporting the delivery of tailored financial advice.

Your responsibilities will include:

- Supporting the development and delivery of holistic financial advice across superannuation, investments, retirement planning, insurance and wealth creation.

- Assisting with the preparation of Statements of Advice (SOAs), Records of Advice (ROAs) and supporting advice documentation.

- Attending client meetings, assisting with strategy discussions and coordinating follow-up actions.

- Conducting research and analysis to support financial planning recommendations.

- Assisting with portfolio reviews, investment strategies and advice implementation.

- Working collaboratively with Financial Advisers, accountants and other professional referral partners.

- Building and maintaining strong relationships with clients and internal stakeholders.





- Managing client enquiries and ensuring a high standard of service throughout the advice process.

- Developing your technical knowledge and client-facing capabilities as you progress towards becoming a Financial Adviser.

About You

We are looking for someone who is genuinely passionate about financial planning, enjoys working with clients and is motivated to continue developing their career

Ideally, you will have:

- Previous experience in an Associate Adviser, Client Services, Paraplanning or financial planning support role.

- A sound understanding of the financial advice process.

- Exposure to SOAs, ROAs, advice implementation or financial strategy development.

- Relevant financial planning qualifications or progress towards meeting Adviser education requirements.

- Experience using Xplan or similar financial planning software would be advantageous.

- Strong communication skills and confidence interacting with clients.

- Excellent organisational skills and attention to detail.

- A proactive attitude and willingness to take on greater responsibility.

- A genuine interest in progressing towards becoming a Financial Adviser.

You don't need to have done everything already We're interested in speaking with candidates who have a solid foundation in financial planning and are ready to continue building their technical and client-facing skills

What's on Offer?

- Career progression: A genuine opportunity to develop towards becoming a Financial Adviser.

- Greater client exposure: Become increasingly involved in client meetings, advice discussions and relationship management.

- Technical d

📌 Associate Adviser | Financial Planning (Melbourne)
🏢 Integrate Recruitment
📍 Melbourne