Associate Adviser - Wealth Management

About the role

A highly regarded boutique wealth management firm is seeking an Associate Adviser to join its growing team in Melbourne. It suits a technically capable financial planning professional who wants to take the next step in their career, working closely with experienced advisers, supporting tailored advice strategies and helping clients reach their long-term financial goals.

Key responsibilities

• Prepare and assist with Statements of Advice (SOAs) and strategic recommendations
• Support advisers with client reviews, fact finds and meeting preparation
• Research and analyse investments, superannuation, insurance and retirement strategies
• Implement advice recommendations and manage ongoing client servicing
• Liaise with clients, product providers and internal stakeholders
• Maintain accurate client records and meet compliance obligations

Required profile

• Experience in 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 strong organisational skills

Required skills

• Preparation of Statements of Advice (SOAs)
• Xplan experience highly regarded

What we offer

• A well-established boutique advice business with a strong reputation
• Closer collaboration with experienced advisers and broad client exposure
• Genuine career progression opportunities
• A collaborative, supportive team environment
• A modern office location with a focus on professional development