Associate Adviser

Integrate Recruitment; City of Melbourne; On-site; AUD 70,000 - 100,000; Full time

Job summary

Integrate Recruitment in Melbourne seeks an Associate Adviser to join a premier wealth management and financial advice team. You will work with Senior Advisers on the full advice process, including client meetings, strategy development and advice delivery.

You will build technical and client-facing capabilities, progress toward completing a Professional Year, and pursue becoming a Financial Adviser. Supported by an experienced team, this role offers meaningful growth in a high-quality advisory

Qualifications

• 2–3+ years' experience within the financial planning or wealth management industry.
• Relevant tertiary qualification in Financial Planning, Commerce, Finance, Economics or related discipline.
• Exposure to HNW or UHNW clients would be a strong advantage, but not essential.
• Strong technical, analytical and problem-solving capabilities.
• Excellent attention to detail and organisational skills.
• Confidence communicating with clients and senior stakeholders.
• Strong written and verbal communication skills.

Responsibilities

• Work closely with Senior Advisers across the delivery of holistic and strategic financial advice.
• Assist with client meetings, including preparation, research, analysis and follow-up.
• Become increasingly involved in client conversations and the broader advice process.
• Support the development and implementation of tailored financial strategies.
• Assist with advice documentation, portfolio reviews and ongoing client requirements.
• Liaise directly with clients, product providers and other professional stakeholders.
• Develop your technical knowledge across investments, superannuation, retirement planning and broader wealth strategies.
• Take on greater responsibility as your knowledge, confidence and experience develop.

Skills

Analytical skills

Problem-solving

Attention to detail

Organisational skills

Verbal communication

Written communication

Client communication

Education

Relevant tertiary qualification in Financial Planning / Commerce / Finance / Economics

Job description

This highly-regarded Melbourne wealth management and financial advice firm requires an Associate Adviser to join their team.

The Opportunity

This is an exciting opportunity for an Associate Adviser looking to take a genuine step forward in their financial planning career.

Working closely with experienced Senior Advisers, you will gain hands-on exposure across the full advice process, with the opportunity to work with a sophisticated client base and become increasingly involved in client meetings, strategy development and advice delivery.

You will be encouraged to develop your technical and client-facing capabilities, take on greater responsibility and build towards completing a Professional Year and becoming a Financial Adviser.

For someone ambitious about their career in advice, this is an opportunity to learn from experienced professionals while gaining the depth of exposure needed to progress.

About the firm

With a strong reputation for delivering sophisticated, tailored advice and building long-standing client relationships, this independent financial advisory firm will enable you to grow your career within a high-quality wealth management environment and gain meaningful exposure to the strategic and relationship-driven side of financial advice.

With an experienced team, a high-quality client base and a strong focus on strategic advice, this firm offers an excellent environment for someone looking to build a long-term career within wealth management.

Key Responsibilities

Work closely with Senior Advisers across the delivery of holistic and strategic financial advice.

Assist with client meetings, including preparation, research, analysis and follow-up.

Become increasingly involved in client conversations and the broader advice process.

Support the development and implementation of tailored financial strategies.

Assist with advice documentation, portfolio reviews and ongoing client requirements.

Liaise directly with clients, product providers and other professional stakeholders.

Develop your technical knowledge across investments, superannuation, retirement planning and broader wealth strategies.

Take on greater responsibility as your knowledge, confidence and experience develop.

About You

You may currently be working as an Associate Adviser, Client Services Officer, Paraplanner or Adviser Support professional and feel ready for an opportunity that offers greater exposure and progression.

Ideally, you will bring:

2 – 3+ years' experience within the financial planning or wealth management industry.

A relevant tertiary qualification in Financial Planning, Commerce, Finance, Economics or a related discipline.

Exposure to High Net Worth (HNW) or Ultra High Net Worth (UHNW) clients would be a strong advantage, but not essential.

Strong technical, analytical and problem-solving capabilities.

Excellent attention to detail and organisational skills.

Confidence communicating with clients and senior stakeholders.

Strong written and verbal communication skills.