Associate Adviser: Wealth Planning & SOA Specialist

Kaizen Recruitment; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Career progression

Collaborative team

Modern office

Broad client exposure

Job summary

Kaizen Recruitment is seeking an Associate Adviser for a boutique wealth management firm in Melbourne. You will work with experienced advisers, assist with tailored advice strategies and help clients reach long-term financial goals.

Key duties include SOA preparation, client reviews, and researching investments, superannuation, insurance, and retirement strategies. This is a collaborative, growth-focused team with modern offices in Melbourne.

Qualifications

• Experience within financial planning, paraplanning or an Associate Adviser position.
• Strong understanding of financial advice strategies and advice implementation.
• Experience preparing or assisting with SOAs.
• Excellent communication and relationship management skills.
• High attention to detail and strong organisational skills.
• Xplan experience will be highly regarded.

Responsibilities

• Prepare and assist with Statements of Advice (SOAs) and strategic recommendations
• Support advisers with client reviews, fact finds and meeting preparation
• Conduct research and analysis across investments, superannuation, insurance and retirement strategies
• Implement advice recommendations and manage ongoing client servicing requirements
• Liaise with clients, product providers and internal stakeholders to ensure exceptional service delivery
• Maintain accurate client records and ensure compliance obligations are met

Skills

Financial planning

Paraplanning

Associate Adviser

Communication

Relationship management

Attention to detail

Organisational skills

Tools

Xplan

Job description

Kaizen Recruitment is seeking an Associate Adviser for a boutique wealth management firm in Melbourne. You will work with experienced advisers, assist with tailored advice strategies and help clients reach long-term financial goals.

Key duties include SOA preparation, client reviews, and researching investments, superannuation, insurance, and retirement strategies. This is a collaborative, growth-focused team with modern offices in Melbourne.