Associate Adviser | Financial Planning & Wealth Management

Integrate Recruitment; Melbourne; On-site; AUD 65,000 - 82,000; Full time

Job summary

Integrate Recruitment is seeking an Associate Adviser for its Melbourne CBD team to grow involvement in holistic financial planning and client exposure. You will work with experienced advisers to develop and implement strategies, build client relationships, and progress toward becoming a Financial Adviser.

Join a collaborative environment with access to an established client network and ongoing professional development. The role offers long-term career potential in wealth management.

Qualifications

• Experience in an Associate Adviser, Client Services, Paraplanning or financial planning support role.
• Understanding of the financial advice process.
• Exposure to SOAs/ROAs or advice implementation.
• Progress towards Adviser education requirements.
• Experience using Xplan or similar planning software.

Responsibilities

• Support development and delivery of holistic financial advice across superannuation, investments, retirement planning, insurance and wealth creation.
• Assist with preparation of SOAs and ROAs and supporting advice documentation.
• Attend client meetings and assist with strategy discussions and follow-up actions.
• Conduct research to support financial planning recommendations.
• Assist with portfolio reviews and investment strategy implementation.
• Collaborate with advisers, accountants and referral partners.
• Build and maintain relationships with clients and internal stakeholders.
• Manage client enquiries and ensure high service standards.
• Develop technical knowledge and client-facing capabilities toward becoming a Financial Adviser.

Skills

Financial planning experience

Client services exposure

Paraplanning experience

Communication with clients

Xplan experience

Education

Financial planning qualifications

Tools

Xplan

Job description

Associate Adviser | Financial Planning & Wealth Management

Are you an Associate Adviser looking for greater client exposure, more involvement in financial advice strategy and a genuine opportunity to progress your career?

Our client is an established national wealth management group seeking a motivated Associate Adviser to join its Melbourne CBD team!

Working within a collaborative financial planning environment, you will gain hands-on exposure to holistic financial advice, investment strategies, client relationships and the broader advice process.

This is an excellent opportunity for someone who has developed a foundation within financial planning and is ready to take the next step, whether that’s moving from Client Services into an Associate position or building on existing Associate Adviser experience.

With access to an established client network, experienced professionals and a growing wealth management business, this position offers genuine long-term career potential.

The Opportunity

Are you an Associate Adviser looking for greater client exposure, more involvement in financial advice strategy and a genuine opportunity to progress your career?

Our client is an established national wealth management group seeking a motivated Associate Adviser to join its Melbourne CBD team!

Working within a collaborative financial planning environment, you will gain hands-on exposure to holistic financial advice, investment strategies, client relationships and the broader advice process.

This is an excellent opportunity for someone who has developed a foundation within financial planning and is ready to take the next step, whether that’s moving from Client Services into an Associate position or building on existing Associate Adviser experience.

With access to an established client network, experienced professionals and a growing wealth management business, this position offers genuine long-term career potential.

About the Role

Working closely with experienced Financial Advisers and accounting professionals, you will play an important role in supporting the delivery of tailored financial advice.

Your responsibilities will include:

• Supporting the development and delivery of holistic financial advice across superannuation, investments, retirement planning, insurance and wealth creation.

• Assisting with the preparation of Statements of Advice (SOAs), Records of Advice (ROAs) and supporting advice documentation.

• Attending client meetings, assisting with strategy discussions and coordinating follow-up actions.

• Conducting research and analysis to support financial planning recommendations.

• Assisting with portfolio reviews, investment strategies and advice implementation.

• Working collaboratively with Financial Advisers, accountants and other professional referral partners.

• Building and maintaining strong relationships with clients and internal stakeholders.

• Managing client enquiries and ensuring a high standard of service throughout the advice process.

• Developing your technical knowledge and client-facing capabilities as you progress towards becoming a Financial Adviser.

About You

We are looking for someone who is genuinely passionate about financial planning, enjoys working with clients and is motivated to continue developing their career!!

Ideally, you will have:

• Previous experience in an Associate Adviser, Client Services, Paraplanning or financial planning support role.

• A sound understanding of the financial advice process.

• Exposure to SOAs, ROAs, advice implementation or financial strategy development.

• Relevant financial planning qualifications or progress towards meeting Adviser education requirements.

• Experience using Xplan or similar financial planning software would be advantageous.

• Strong communication skills and confidence interacting with clients.

• Excellent organisational skills and attention to detail.

• A proactive attitude and willingness to take on greater responsibility.

• A genuine interest in progressing towards becoming a Financial Adviser.

You don't need to have done everything already!!! We're interested in speaking with candidates who have a solid foundation in financial planning and are ready to continue building their technical and client-facing skills!

What's on Offer?

• Career progression: A genuine opportunity to develop towards becoming a Financial Adviser.

• Greater client exposure: Become increasingly involved in client meetings, advice discussions and relationship management.

• Technical development: Build your expertise across holistic advice, investment strategies and financial planning.

• Established client network: Work within a business with existing client relationships and professional referral opportunities.

• Experienced professionals: Collaborate with Financial Advisers and accounting professionals who bring extensive industry knowledge.

• National business support: Benefit from the infrastructure and resources of an established wealth management group.

• Melbourne CBD location: Work in a professional and collaborative office environment. Additional Associate Adviser opportunities also available in Abbotsford & Elsternwick.

• Long-term opportunity: Join a growing business where you can continue developing your career.

Interested?

If you're an Associate Adviser looking for greater responsibility, a Client Services professional ready to move closer to advice, or simply exploring your next career opportunity within financial planning, we'd love to hear from you.

All applications and enquiries will be treated confidentially.