Associate Adviser

RGIT Australia; Sydney; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Bonus potential

Mentoring and professional development

Hybrid working arrangement

Promotional opportunities

Job summary

AtFirst Financial is seeking an ambitious Associate Adviser to join our Advice team. You will be the key link between the Adviser, Paraplanning, Client Service teams and our clients, supporting holistic financial planning and client service.

This is an ideal role for early career professionals, offering a structured Professional Year program and a clear pathway to becoming a Financial Adviser. You’ll have opportunities to inherit client books over time and advance within a supportive firm.

Qualifications

• Minimum of two years in an Associate Adviser, Paraplanner, Client Support or similar role.
• At least one year working as an Associate Adviser is preferred.
• Strong knowledge of Retirement Planning, Financial Modelling, Superannuation and Investments.
• Experience with SMSFs is highly regarded.

Responsibilities

• Support Advisers in holistic and strategic financial planning and investment advice.
• Attend and participate in client meetings with the Advisers.
• Coordinate pre and post meeting action items and tasks.
• Prepare Records of Advice (ROAs) and strategy documents.
• Act as the initial contact for client queries and ensure excellent service.
• Establish and maintain positive client relationships.

Skills

Client relationship skills

Attention to detail

Communication

Education

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.