Associate Adviser, Financial Planning – Grow Your Impact

Integro Private Wealth; Bunbury; Sur place; AUD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Career progression

Professional development

Supportive team

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Analytical thinking

Communication

Attention to detail

Team collaboration

Client service mindset

Formation

Financial planning qualifications

Outils

Xplan

Description du poste

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.