Associate Adviser – Financial Planning | Bunbury, WA

Integro Private Wealth is seeking an experienced and motivated Associate Adviser to join our growing South West advice team, based in Bunbury.

Working closely with a Senior Adviser, existing Senior Associate and the broader team, you will play an important role in supporting the delivery of high-quality financial advice and exceptional client outcomes.

This is an opportunity to join an established and growing national financial planning practice, take on greater responsibility across the advice process and develop your technical and client-facing capabilities.

We are looking for someone with a strong foundation in financial planning who enjoys problem-solving, developing strategies and working collaboratively with Advisers to deliver meaningful outcomes for clients.

Whether you are an existing Associate Adviser or an experienced Paraplanner or Senior Client Services Officer looking to take the next step in your career, we would love to hear from you.

This is a full-time, on-site position based in our Bunbury office.

About the Role

You will work alongside experienced Advisers and the broader South West team, providing technical and strategic support across the financial advice process.

Your responsibilities will include:

- Supporting Advisers in developing and preparing financial advice strategies tailored to individual client needs.

- Preparing and assisting with Statements of Advice (SOAs), Records of Advice (ROAs) and associated documentation.

- Attending client meetings where appropriate and contributing to the development of client strategies.

- Preparing strategy briefs and coordinating advice recommendations.

- Managing the progression of advice opportunities from initial client discussions through to implementation.

- Liaising with paraplanners, client service teams, product providers and other stakeholders to ensure advice is delivered efficiently.

- Supporting the ongoing management of client relationships and delivering a high standard of service.





- Identifying opportunities to improve workflows, processes and the overall client experience.

About You

You are someone who enjoys working in a collaborative team environment, takes pride in producing quality work and is looking for an opportunity to expand your responsibilities within financial planning.

Ideally, you will bring:

- At least two years' experience within the financial planning industry.

- Previous experience as an Associate Adviser, Paraplanner or Senior Client Services Officer.

- A sound understanding of financial planning processes and advice documentation, including SOAs and ROAs.

- Strong technical, analytical and problem-solving skills.

- Excellent written and verbal communication skills.

- Solid attention to detail and the ability to manage competing priorities.

- A proactive approach to managing workflows and progressing client outcomes.

- Experience with Xplan (highly regarded).

- Based in Bunbury

- Relevant financial planning qualifications or a willingness to undertake further studies will also be viewed favourably.

Importantly, we are interested in people who are motivated to continue developing their skills and potentially progress towards an Adviser role over time.

What we offer

Integro Private Wealth is an established and growing national financial planning practice, providing comprehensive wealth management and financial advice to individuals, families and businesses.

Joining our team offers the opportunity to:

- Work alongside experienced financial Advisers and develop your technical expertise.

- Gain exposure to a broad range of client strategies and financial circumstances.

- Take on meaningful responsibility and have a genuine impact on the delivery of financial advice.

- Build a long-term career within a growing national practice.

- Be part of a supportive and collaborative team environment.

- Access ongoing professional development and career progression opportunities.

Contact

For a confidential discussion about the opportunity, please contact Kylie Drage at ••••@integrowealth.com.au.

📌 Associate Adviser – Financial Planning (Bunbury)
🏢 Integro Private Wealth
📍 Bunbury