Associate Adviser

First Financial; Sydney; Hybrid; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Bonus potential

Mentoring & development

Hybrid working arrangement

Promotional opportunities

Job summary

First Financial in Sydney seeks an ambitious Associate Adviser to join our Advice team. In this role, you will act as the key link between the Adviser, the Paraplanning and Client Service teams, and our clients.

This is the perfect opportunity for a driven professional in the early stages of their wealth management career. We provide a highly supported Professional Year program that offers a clear, structured pathway to becoming a Financial Adviser.

Qualifications

• Two years of industry experience in Associate Adviser, Paraplanner, Client Support, or similar role.
• At least one year as an Associate Adviser is preferable.
• Strong grasp of Retirement Planning, Financial Modelling, Superannuation and Investments.

Responsibilities

• Support Advisers in delivering holistic financial planning and investment advice.
• Attend client meetings alongside Advisers and coordinate actions.
• Prepare Records of Advice, strategy documents and financial plans.
• Be the first point of contact for client queries with exceptional service.
• Maintain positive relationships with clients, colleagues and stakeholders.

Skills

Communication skills

Attention to detail

Analytical ability

Client service mindset

Financial modelling

Education

Undergraduate degree in Business/Economics/Commerce

Diploma of Financial Planning

Tools

Xplan CRM

Microsoft Office

Job description

AtFirst Financial,we are dedicated to cultivating prosperity and inspiring financial confidence. We are a growing, holistic wealth management firm driven by innovation, top-tier talent, and an unwavering commitment to providing a superior experience for our clients. We know that to deliver the highest quality advice, we need an engaged, inspired, and supported team.

We are looking for an ambitiousAssociate Adviserto join our Advice team. In this role, you will act as the key link between the Adviser, the Paraplanning and Client Service teams, and our clients.

This is the perfect opportunity for a driven professional in the early stages of their wealth management career. We provide a highly supported Professional Year program that offers a clear, structured pathway to becoming a Financial Adviser. We empower our Associates with the unique opportunity to inherit client books over time, allowing them to hit the ground running in the transition into an Adviser role.

Key Responsibilities

• Supporting the Advisers in the delivery of holistic and strategic financial planning and investment advice, including Superannuation & Retirement Planning, Investments, Cash flow & Financial Modelling, Personal Insurance, and Estate Planning.
• Attend and take part in client meetings alongside the Advisers.
• Coordinate and complete pre and post meeting action items and tasks.
• Preparation of Records of Advice (ROAs), strategy documents and financial documents.
• Act as the initial point of contact for all client queries and ensure exceptional client service is provided at all times.
• Establish and maintain positive relationships with clients, fellow colleagues and stakeholders.

What We’re Looking For

• A minimum of two years industry experience working in an Associate Adviser, Paraplanner, Client Support, or similar role.
• At least one year working as an Associate Adviser is preferrable.
• Strong technical skills with an excellent understanding of Retirement Planning, Financial Modelling, Superannuation and Investments.
• Relevant industry qualification (such as an undergraduate degree in Business, Economics, Commerce, or a Diploma of Financial Planning).
• Experienced in the Xplan CRM system and advanced skills in Microsoft Suite.
• Impeccable organisational skills, excellent attention to detail, and a genuine desire to deliver exceptional service to clients.
• Experience working with Self-Managed Super Funds (SMSFs) is highly regarded.

The Benefits to You

• A competitive salary package including bonus potential and other incentives.
• Extensive mentoring, support, and professional development as you progress toward becoming an Adviser.
• Hybrid working arrangement, upon successful completion of probationary period.
• Supportive and inclusive professional environment, with promotional opportunities.

Why Join Us?

Join a leading wealth management firm in a growth phase! You will be supported by a diverse, experienced and talented team who will nurture and support you in achieving your professional goals.