Associate Adviser: Path to Financial Adviser

Retirement & Pensioner Planning

Melbourne

On-site

AUD 70,000 - 90,000

Full time

3 days ago

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Job summary

Retirement & Pensioner Planning – Wheelers Hill VIC seeks an Associate Adviser to join our boutique firm. You will work closely with the Principal Adviser to design, prepare and deliver strategic financial advice, participate in client meetings, and contribute to the full advice journey, including supervising administrative processing by our Client Services team.

This role includes line management duties. You will combine strategic thinking with a people‑first approach, building strong client

Qualifications

3+ years in paraplanning or associate adviser roles.
Strong understanding of superannuation, investments, insurance, social security and tax.
Proven ability to research and articulate financial strategies.

Responsibilities

Prepare high quality, compliant strategy and advice documents with scoping and finalisation of records.
Attend client meetings as case manager and support end-to-end engagement.
Lead or support implementation, including superannuation rollovers and insurance applications.
Coordinate research and ensure portfolios stay aligned with agreed advice.
Oversee advisory administration and support line management duties.
Maintain open dialogue with clients and third parties to ensure smooth progression.