Associate Financial Adviser – Professional Year Pathway
Application closing date: 15-Dec-****
Advocate Advisory | St Kilda Road, Melbourne | 5 days per week
Take your first step towards becoming a Financial Adviser
Our team is growing, and we're looking for an aspiring financial adviser who is eager to learn, develop and begin building their career in a welcoming, professional and supportive environment.
This is an opportunity for a final-year Financial Planning student or recent graduate who is looking for a genuine pathway into the profession and ultimately wants to become a fully qualified Financial Adviser.
Whether you're ready to commence your Professional Year (PY) or is completing your studies and looking for a role that can transition into your PY, we'd be interested in speaking with you.
The position is available 5 days per week, with permanent part-time or full-time employment available depending on the right candidate. We can offer some flexibility around university commitments.
About Advocate Advisory
Advocate Advisory is a growing Melbourne-based financial services business working across financial advice and professional services.
We believe financial services is ultimately a people business. We work closely with financial advisers, mortgage brokers, accountants and other professionals to build strong partnerships, create new opportunities and help clients make better financial decisions.
We're a small, ambitious and hands-on team where ideas are encouraged and people have the opportunity to make a genuine contribution.
Your Professional Year
You'll be mentored and supervised directly by our Principal Financial Adviser, giving you the opportunity to learn from an experienced adviser while progressively developing the skills required to build your own career in advice.
Rather than simply observing from the sidelines, you'll gain practical exposure across the advice process, including:
Attending and participating in client meetings
Understanding clients' goals,



circumstances and financial position
Assisting with strategy development
Researching financial strategies and products
Preparing advice documentation
Using financial planning software and CRM systems
Assisting with the implementation of advice
Participating in ongoing client reviews
Developing your understanding of compliance and the regulatory environment
Working with superannuation funds, investment platforms, insurers and other providers
Progressively taking on greater client and adviser responsibilities as your skills develop
Who we're looking for
We're looking for someone who sees financial planning as a career, not simply their next job.
You'll ideally be:
Completing or recently completed an approved Financial Planning degree
Interested in commencing or progressing towards your Qualified Year
A strong communicator who enjoys working with people
Curious and genuinely interested in personal finance and financial advice
Professional, organised and willing to learn
Comfortable taking initiative and asking questions
Someone who wants to be part of a small, ambitious, friendly and supportive team
Previous financial planning experience is an advantage, but we're equally interested in candidates with the right attitude, communication skills and potential.
A genuine career pathway
Our goal isn't simply to help you complete your Professional Year.
For the right person, this role provides a genuine pathway towards becoming a Financial Adviser with Advocate Advisory.
You'll receive mentoring, practical experience and progressively greater responsibility as you develop — giving you the opportunity to move from university, through your Professional Year and into a long-term career as a Financial Adviser.
If you're serious about becoming a Financial Adviser and want an opportunity to learn the profession from the inside, we'd love to hear from you.
Contract Type
Permanent
Eligibility
All candidates with work rights considered, including international students
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📌 Associate Financial Adviser – Professional Year Pathway (Melbourne)
🏢 Advocate Advisory
📍 Melbourne