Associate Adviser (Pathway to Adviser/PY supported)

Berritta Consulting; Melbourne; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Professional Year support

Mentoring and coaching

Career progression

Job summary

Boutique Financial Planning Firm in Melbourne is seeking an Associate Adviser to work closely with seasoned Advisers across the client journey and develop your technical and client relationship skills. This genuine associate role offers exposure to the full advice process, client meetings, and strategy discussions while you progress through your Professional Year.

You will gain hands-on experience and mentorship in a supportive, collaborative environment, with a clear pathway to managing your

Qualifications

• 3+ years' experience within a financial planning practice
• Experience as Client Services Manager, Senior Client Services Officer, Associate Adviser or Paraplanner
• Strong understanding of end-to-end financial planning process
• Experience implementing financial advice recommendations
• Exposure to SOAs and ROAs and advice documentation
• Experience using Xplan
• Excellent communication and relationship-building skills
• Genuine desire to build a long-term career as a Financial Adviser
• Relevant Financial Planning qualification (completed or nearing completion)

Responsibilities

• Attend client meetings alongside Advisers
• Assist with research and advice strategy development
• Prepare detailed file notes and client meeting summaries
• Support preparation and implementation of SOAs and ROAs
• Manage end-to-end advice implementation
• Liaise with product providers and external stakeholders
• Maintain accurate client records in Xplan
• Build relationships with clients through ongoing communication
• Support Advisers with ongoing service reviews and client management
• Develop toward managing your own client relationships in the future

Skills

Client relationships

Communication

SOAs ROAs

Education

Financial planning qualification

Tools

Xplan

Job description

Take the next step towards becoming a Financial Adviser.

If you've built a strong foundation in financial planning support and are ready to move beyond administration into a more client-facing, strategic role, this is an excellent opportunity to accelerate your career.

We're partnering with a highly regarded boutique financial planning firm that provides truly holistic advice across wealth creation, retirement planning, superannuation, personal insurance, investments and estate planning.

Working alongside experienced Financial Advisers, you'll gain exposure to the full advice process, sit in client meetings, contribute to strategy discussions and continue progressing through your Professional Year in a supportive, collaborative environment.

This role is ideal for someone who has recently commenced your Professional Year or is ready to begin the journey towards becoming a Financial Adviser.

Take the next step towards becoming a Financial Adviser.

If you've built a strong foundation in financial planning support and are ready to move beyond administration into a more client-facing, strategic role, this is an excellent opportunity to accelerate your career.

We're partnering with a highly regarded boutique financial planning firm that provides truly holistic advice across wealth creation, retirement planning, superannuation, personal insurance, investments and estate planning.

Working alongside experienced Financial Advisers, you'll gain exposure to the full advice process, sit in client meetings, contribute to strategy discussions and continue progressing through your Professional Year in a supportive, collaborative environment.

This role is ideal for someone who has recently commenced your Professional Year or is ready to begin the journey towards becoming a Financial Adviser.

About the Role

This is a genuine Associate Adviser position where you'll work closely with experienced Advisers across the entire client journey while continuing to develop your technical and client relationship skills.

Your responsibilities will include:

• Attending client meetings alongside Advisers
• Assisting with research and advice strategy development
• Preparing detailed file notes and client meeting summaries
• Supporting the preparation and implementation of SOAs and ROAs
• Managing end-to-end advice implementation
• Liaising with product providers and external stakeholders
• Maintaining accurate client records within Xplan
• Building strong relationships with clients through ongoing communication
• Assisting Advisers with ongoing service reviews and client management
• Continuing your development towards managing your own client relationships in the future

About You

To be successful, you'll ideally have:

• 3+ years' experience within a financial planning practice
• Previous experience as a Client Services Manager, Senior Client Services Officer, Associate Adviser or Paraplanner
• Strong understanding of the end-to-end financial planning process
• Experience implementing financial advice recommendations
• Exposure to SOAs, ROAs and advice documentation
• Experience using Xplan
• Excellent communication and relationship-building skills
• A genuine desire to build a long-term career as a Financial Adviser
• A relevant Financial Planning qualification (completed or nearing completion)

What's on Offer

• Genuine Professional Year support and long-term Adviser pathway
• Exposure to client meetings and advice strategy discussions
• Learn directly from experienced Financial Advisers
• Boutique, collaborative and highly supportive team environment
• Holistic advice across a diverse client base
• Ongoing mentoring, coaching and technical development
• Long-term career progression with opportunities to build your own client relationships
• Stable, well-established business focused on quality advice rather than sales targets

Salary is dependent on experience