Associate Advisor

The Andersen Partnership; City of Melbourne; Hybrid; AUD 75,000 - 110,000; Full time

Benefits offered by this job

Flexible hours

Work from home options

Job summary

The Andersen Partnership is seeking an Associate Adviser to support Senior Advisers across a well-established client base. You will participate in joint client meetings, perform financial modelling, draft Statements of Advice and Records of Advice, and contribute to strategy and implementation.

Clients are primarily pre- and post-retirees with portfolios around $1.5 million, plus larger accounts, SMSFs and family trusts.

Qualifications

• Experience in Paraplanning, Client Service or Associate capacity within financial planning.
• Strong technical and advice-writing skills.
• Confidence with Xplan or comparable modelling platforms.
• Sharp attention to detail and personal organisation.
• Clear, confident communication and a collaborative approach.
• Ability to work autonomously once across the client base.

Responsibilities

• Joint client meetings, including fact-finding, meeting notes and follow-up.
• Financial modelling and strategy analysis using modelling platforms.
• Drafting Statements of Advice and Records of Advice.
• Input into asset allocation and investment recommendations.
• Preparing review documentation and modelling outcomes.
• End-to-end implementation, liaising with clients and third parties.
• Monitoring portfolio liquidity against risk profiles.

Skills

Paraplanning experience

Client service

Advice-writing

Attention to detail

Communication

Autonomy

Tools

Xplan

Wealth Solver

Risk Researcher

Job description

This advice practice takes a genuinely holistic approach to client care, and is looking for an Associate Adviser to support its Senior Advisers across a well-established client base. Expect a stable, collaborative team environment with a strong track record of long-term client relationships and tailored strategy work.

Clients are primarily pre- and post-retirees, with average portfolios around $1.5 million, plus a number of larger accounts, corporate structures, SMSFs and family trusts.

You'll work closely with Advisers with a clear pathway toward managing your own portfolio over time. It's a broad, client-facing role covering:

• Joint client meetings, including fact-finding, meeting notes and follow-up
• Financial modelling and strategy analysis (Xplan, Wealth Solver, Risk Researcher or similar)
• Drafting Statements of Advice and Records of Advice
• Input into strategy, including asset allocation and investment recommendations
• Preparing review documentation and presenting modelling outcomes
• End-to-end implementation, liaising with clients and third parties
• Monitoring portfolio liquidity against risk profiles and platform cash requirements

What you'll bring:

• Experience in a Paraplanning, Client Service or Associate capacity within financial planning
• Strong technical and advice-writing skills
• Confidence with Xplan or comparable modelling platforms
• Sharp attention to detail and personal organisation
• Clear, confident communication and a collaborative approach
• Ability to work autonomously once across the client base

Flexible hours, with WFH options available.