Associate

FS Recruitment Solutions; City of Melbourne; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible hours

Work from home Tue/Thu

Job summary

FS Recruitment Solutions is assisting a boutique financial planning team in Melbourne to appoint an Associate Adviser. The role supports Senior Advisers with client-facing duties, including fact-finding, meeting notes, and advisory documentation, with a view to gradually taking on your own portfolio.

You will work in a small, professional team that prioritises integrity, open communication and long-term client relationships, with flexible hours and some work-from-home options post probation.

Qualifications

• Experience in a financial planning firm in a paraplanning, client service or associate capacity.

Responsibilities

• Attend joint meetings with Senior Advisers and assist with background fact-finding, meeting notes and follow-up.
• Draft Statements of Advice and Records of Advice.
• Contribute to strategy development, including asset allocation and investment recommendations.
• Prepare client review documentation and present modelling outcomes in meetings.
• Handle end-to-end implementation, liaising with clients and third parties.

Skills

Paraplanning

Client Service

Associate capacity

Tools

Xplan

Wealth Solver

Risk Researcher

Job description

With a holistic approach to financial advice, this is an opportunity to join a team that genuinely cares about delivering high-quality outcomes for its clients. The business offers a collaborative and stable environment, with a strong track record of developing long-term relationships and delivering tailored financial strategies.

The client demographic is largely pre- and post-retirees with average account balances around $1.5 million, alongside some higher-value portfolios, corporates, SMSFs and private family trusts.

They are currently seeking an Associate Adviser to work alongside their Senior Advisers to help manage these clients, with a view to gradually taking on your own portfolio in the years ahead.

This is a broad and client-facing role with responsibilities including:

• Attending joint meetings with Senior Advisers and assisting with background fact-finding, meeting notes and follow-up
• Strategic financial modelling and analysis using Xplan, Wealth Solver and Risk Researcher
• Drafting Statements of Advice and Records of Advice
• Contributing to strategy development, including asset allocation and investment recommendations
• Preparing client review documentation and presenting modelling outcomes in meetings
• Full end-to-end implementation, including liaising with clients and third parties and maintaining communication
• Monitoring portfolio liquidity against client risk profiles and platform cash minimums

You will be part of a small, professional and committed team where everyone is client-facing; there is no “back office.” This is a business that values integrity, open communication and continuous improvement – and has a clear commitment to doing the right thing by its clients and community.

To be considered, you will need to have experience in a financial planning firm in a Paraplanning,

Client Service or Associate capacity. You will also need:

• Strong technical knowledge and advice writing skills
• Proficiency in Xplan and modelling tools
• Excellent attention to detail and personal organisation
• Professional presentation and confident communication
• A collaborative mindset and ability to operate with a high degree of autonomy

Flexible hours and the ability to work from home on Tuesdays and Thursdays are available (post probation). Opportunities to join this firm are rare – if you are looking for a stable, progressive and ethical advice business where you can grow your career over time, we would love to hear from you.