About the Role
An exceptional opportunity exists for a motivated and detail-oriented Associate Adviser to join a high-performing team within a well-established, privately owned financial planning firm. With a strong focus on client relationships, ethical advice, and ongoing professional development, this firm provides a supportive environment ideal for someone progressing through their professional year or looking to solidify their future as a qualified Financial Adviser.
What You’ll Be Doing
As an Associate Adviser, you’ll work closely with experienced Senior Advisers, contributing to every aspect of the advice process from preparation to implementation. Key responsibilities include:
- Preparing review packs, advice briefs, and documentation for client appointments
- Managing client relationships alongside Senior Advisers to ensure advice is implemented accurately
- Conducting research, financial projections, and risk profiling
- Contributing to team culture while staying aligned with compliance and industry standards
- Working toward the completion of your Professional Year, the Financial Adviser Exam, and necessary educational milestones
- Flexible working conditions to support your lifestyle
- A collaborative, professional, and values-driven workplace
- Career development through structured training, mentoring, and exposure to complex advice strategies
- Opportunity to start PY
You’ll be passionate about delivering exceptional client outcomes and building a long-term career in financial planning. To succeed, you will bring:
- Progressing toward or completion of your Graduate Diploma in Financial Planning (if needed)
- Strong technical knowledge across financial advice
- Excellent communication and time management skills
- A proactive attitude, problem-solving mindset, and desire to grow professionally
If you're looking to join a values-led team that invests in your development and empowers you to grow, we’d love to hear from you. If you have any additional questions, please call Ben MacKenzie on 0400302396.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
