Advice Associate

Family Financial Solutions Group; Melbourne; Sur place; AUD 60 000 - 75 000; Plein temps

Avantages offerts par ce poste

Friendly team environment

Valued ideas and development

Client interaction

Supportive environment with clarity

Résumé du poste

A financial advisory firm in Melbourne is looking for an Advice Associate to assist in creating high-quality, understandable advice for clients. The role involves preparing advice documents, researching financial products, and ensuring compliance standards are met. Candidates should have experience in financial services, strong communication skills, and attention to detail. Join a caring team focused on professional growth and collaborative work in a friendly and positive environment.

Qualifications

• Experience in financial services or advisory support preferred.
• Ability to communicate clearly and confidently in writing and verbally.
• Strong attention to detail and organization skills.

Responsabilités

• Prepare and review SOAs, ROAs, and supporting advice documents.
• Research financial products and strategies.
• Support advisers during client meetings.
• Maintain accurate client records.
• Ensure compliance and regulatory standards are met.
• Deliver a memorable client experience.

Connaissances

Detail-oriented

Problem-solving

Clear communication

Collaboration

Initiative

Outils

Financial software

Description du poste

Advice Associate – Join a Team That Feels Like Family

About Us

At Family Financial Solutions, we’re proud of two things:

(1) Years of combined experience across our team, and

(2) the genuinely supportive, friendly, down‑to‑earth culture we’ve built.

We love what we do, helping families and individuals feel confident, informed, and in control of their financial world.

We break down complex ideas, partner closely with our clients, and guide them through decisions that shape their lives.

Importantly, we’re a team that cares deeply about each other and our clients.

People come to us for expertise but stay because we make the journey easy, educational, and personal.

If you want to do meaningful work with a team that values humour, collaboration, and professionalism in equal measure, you may have just found your new home.

The Role – Advice Associate

We’re looking for an Advice Associate who loves detail, enjoys problem‑solving, and gets satisfaction from knowing their work makes a real difference to clients’ lives.

In this role, you’ll work closely with our Financial Advisers and wider team to help create high-quality advice that clients genuinely understand and feel good about.

You’ll be involved in everything from preparing advice documents to researching strategies, and ensuring everything we deliver meets our high compliance standards.

Your day-to-day will include:

• Preparing and reviewing SOAs, ROAs, and supporting advice documents
• Researching financial products and strategies
• Supporting advisers in and around their client meetings.
• Maintaining accurate client records
• Ensuring all advice meets compliance and regulatory standards
• Helping deliver a friendly, positive, and memorable client experience
• Working closely with a fun, supportive team that values contribution and initiative

About You

You don’t need to tick every box, but here’s what helps you thrive in this role:

• Experience in financial services or advisory support (preferred)
• Clear, confident written and verbal communication
• Strong attention to detail, especially when it comes to the implementation of advice
• Ability to navigate financial software and learn new systems quickly
• A positive attitude and a collaborative working style
• Initiative, great organization skills, and a willingness to grow
• Someone who wants to help improve things and share ideas with the team

What You’ll Love About Working With Us

• A friendly, fun, caring team that genuinely enjoys working together
• A workplace where your ideas are valued and your development matters
• The chance to work closely with clients and see the real impact of your work
• A supportive environment with structure, clarity and plenty of laughs
• A company built on trust, relationships, and doing the right thing every time

If you’re looking for a role where you can grow, contribute, and be part of something meaningful, while working with a team that makes every day enjoyable, we’d love to hear from you.