Associate Advisor

FS Recruitment Solutions; City of Melbourne; Hybrid; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Flexible hours

Work from home Tue & Thu

Job summary

FS Recruitment Solutions seeks an Associate Adviser to join a client-focused financial planning team. You will work with Senior Advisers, attend joint meetings, and progressively manage your own portfolio as you grow in a collaborative, integrity-driven environment.

Key duties include drafting SOAs/ROAs, strategic modelling with Xplan, and end-to-end implementation while maintaining strong communication with clients and third parties. Flexible hours and remote days post-probation are offered.

Qualifications

• Experience in a financial planning firm in Paraplanning, Client Service or Associate capacity.
• Strong technical knowledge and advice writing skills.
• Professional presentation and confident communication.
• Ability to operate with a high degree of autonomy.

Responsibilities

• Attend joint meetings with Senior Advisers and assist with background fact-finding, meeting notes and follow-up.
• Conduct strategic financial modelling and analysis using Xplan, Wealth Solver and Risk Researcher.
• Draft Statements of Advice and Records of Advice.
• Contribute to strategy development, including asset allocation and investment recommendations.
• Prepare client review documentation and present modelling outcomes in meetings.
• Handle full end-to-end implementation, liaising with clients and third parties and maintaining communication.
• Monitor portfolio liquidity against client risk profiles and platform cash minimums.

Skills

Financial knowledge

Advice writing

Autonomy

Communication

Collaboration

Tools

Xplan

Wealth Solver

Risk Researcher

Job description

With a holistic approach to financial advice, this is an opportunity to join a team that genuinely cares about delivering high-quality outcomes for its clients. The business offers a collaborative and stable environment, with a strong track record of developing long-term relationships and delivering tailored financial strategies.

The client demographic is largely pre- and post-retirees with average account balances around $1.5 million, alongside some higher-value portfolios, corporates, SMSFs and private family trusts.

They are currently seeking an Associate Adviser to work alongside their Senior Advisers to help manage these clients, with a view to gradually taking on your own portfolio in the years ahead.

This is a broad and client-facing role with responsibilities including:

• Attending joint meetings with Senior Advisers and assisting with background fact-finding, meeting notes and follow-up
• Strategic financial modelling and analysis using Xplan, Wealth Solver and Risk Researcher
• Drafting Statements of Advice and Records of Advice
• Contributing to strategy development, including asset allocation and investment recommendations
• Preparing client review documentation and presenting modelling outcomes in meetings
• Full end-to-end implementation, including liaising with clients and third parties and maintaining communication
• Monitoring portfolio liquidity against client risk profiles and platform cash minimums

You will be part of a small, professional and committed team where everyone is client-facing; there is no 'back office.' This is a business that values integrity, open communication and continuous improvement - and has a clear commitment to doing the right thing by its clients and community.

To be considered, you will need to have experience in a financial planning firm in a Paraplanning, Client Service or Associate capacity. You will also need:

Strong technical knowledge and advice writing skills

Proficiency in Xplan and modelling tools

Excellent attention to detail and personal organisation

Professional presentation and confident communication

A collaborative mindset and ability to operate with a high degree of autonomy

Flexible hours and the ability to work from home on Tuesdays and Thursdays are available (post probation). Opportunities to join this firm are rare - if you are looking for a stable, progressive and ethical advice business where you can grow your career over time, we would love to hear from you.