Work with experienced advisers on complex wealth strategies
Structured pathway to completing your Professional Year
Modern office in the heart of Melbourne's inner north-east
A highly regarded boutique wealth management firm is seeking an Associate Adviser to join its growing team.
This is an excellent opportunity for a technically capable financial planning professional looking to take the next step in their career. You'll work closely with experienced advisers, support the delivery of tailored advice strategies and play a key role in helping clients achieve their long-term financial goals.
This business offers genuine exposure across the advice process, close collaboration with senior stakeholders, and the opportunity to contribute to the ongoing growth of the firm.
Key Responsibilities
Prepare and assist with Statements of Advice (SOAs) and strategic recommendations
Support advisers with client reviews, fact finds and meeting preparation
Conduct research and analysis across investments, superannuation, insurance and retirement strategies
Implement advice recommendations and manage ongoing client servicing requirements
Liaise with clients,
product providers and internal stakeholders to ensure exceptional service delivery
Maintain accurate client records and ensure compliance obligations are met
About You
Experience within financial planning, paraplanning or an Associate Adviser position
Strong understanding of financial advice strategies and advice implementation
Experience preparing or assisting with SOAs
Excellent communication and relationship management skills
High attention to detail and solid organisational skills
Xplan experience will be highly regarded
What's on Offer
Join a well-established boutique advice business with a strong reputation
Work closely with experienced advisers and gain broad client exposure
Genuine career progression opportunities
Collaborative and supportive team workplace
Up-to-date office location with a strong focus on professional development
If you are interested in learning more about this position, please contact Riley Thompson at View email address on redirect.jobsurf.com.au or Simon Gvalda at View email address on redirect.jobsurf.com.au.