Associate Adviser – Financial Planning | Bunbury, WA

Integro Private Wealth; Bunbury; Presencial; AUD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career progression

Professional development

Supportive team

Descripción de la vacante

Integro Private Wealth is seeking an Associate Adviser to join our Bunbury team. You will work alongside experienced advisers, providing technical and strategic support across the financial advice process and helping deliver high-quality client outcomes.

Key duties include preparing and assisting with SOAs/ROAs, developing tailored strategies, and coordinating advice from initial discussions through to implementation.

Formación

• Two years’ experience in financial planning or equivalent.
• Sound understanding of financial planning processes and documentation (SOAs/ROAs).
• Strong technical, analytical and client-facing skills with attention to detail.

Responsabilidades

• Support advisers in developing and preparing tailored financial advice strategies.
• Assist with SOAs, ROAs and associated documentation.
• Attend client meetings and contribute to client strategies.
• Prepare strategy briefs and coordinate advice recommendations.
• Manage progression of advice opportunities from discussion to implementation.
• Liaise with paraplanners, service teams, providers and stakeholders.
• Support ongoing client relationship management and high service standards.
• Identify opportunities to improve workflows and client experience.

Conocimientos

Analytical thinking

Communication

Attention to detail

Team collaboration

Client service mindset

Educación

Financial planning qualifications

Herramientas

Xplan

Descripción del empleo

Associate Adviser – Financial Planning | Bunbury, WA

Integro Private Wealth is seeking an experienced and motivated Associate Adviser to join our growing South West team in Bunbury.

Working alongside a Senior Adviser, existing Senior Associate and the broader team, you’ll support the delivery of quality financial advice and exceptional client outcomes, while developing your technical and client-facing skills within an established and growing national practice.

This is a full-time, on-site position based in our Bunbury office.

About the Role

You will work alongside experienced Advisers and the broader South West team, providing technical and strategic support across the financial advice process.

Your responsibilities will include:

• Supporting Advisers in developing and preparing financial advice strategies tailored to individual client needs.
• Preparing and assisting with Statements of Advice (SOAs), Records of Advice (ROAs) and associated documentation.
• Attending client meetings where appropriate and contributing to the development of client strategies.
• Preparing strategy briefs and coordinating advice recommendations.
• Managing the progression of advice opportunities from initial client discussions through to implementation.
• Liaising with paraplanners, client service teams, product providers and other stakeholders to ensure advice is delivered efficiently.
• Supporting the ongoing management of client relationships and delivering a high standard of service.
• Identifying opportunities to improve workflows, processes and the overall client experience.

About You

You are someone who enjoys working in a collaborative team environment, takes pride in producing quality work and is looking for an opportunity to expand your responsibilities within financial planning.

Ideally, you will bring:

• At least two years’ experience in financial planning, ideally as an Associate Adviser, Paraplanner or Senior Client Services Officer.
• Sound understanding of financial planning processes and advice documentation (SOAs and ROAs).
• Strong technical, analytical and problem-solving skills, with excellent communication and attention to detail.
• Ability to manage competing priorities, workflows and client outcomes proactively.
• Xplan experience highly regarded.
• Relevant financial planning qualifications, or willingness to undertake further study.

We’re particularly interested in someone motivated to develop their skills and potentially progress into an Adviser role over time.

What we offer

Integro Private Wealth is an established and growing national financial planning practice, providing comprehensive wealth management and financial advice to individuals, families and businesses.

Joining our team offers the opportunity to:

• Work alongside experienced financial Advisers and develop your technical expertise.
• Gain exposure to a broad range of client strategies and financial circumstances.
• Take on meaningful responsibility and have a genuine impact on the delivery of financial advice.
• Build a long-term career within a growing national practice.
• Be part of a supportive and collaborative team environment.
• Access ongoing professional development and career progression opportunities.