Associate Financial Advisor

FS Recruitment Solutions; Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Work from home 1-2 days per week

Stunning Melbourne CBD offices

Job summary

FS Recruitment Solutions is seeking a Paraplanner to support a private wealth management adviser in Melbourne. The role focuses on deep client relationships, developing wealth, superannuation, and insurance strategies, and delivering high-quality SOAs and ROAs.

You will manage fact gathering, prioritise recommendations, and prepare meeting materials. The position offers hybrid work from Melbourne CBD with potential work-from-home days post probation.

Qualifications

• Experience in a professional financial planning practice.
• Excellent communication and attention to detail.
• High-touch client service mindset required.

Responsibilities

• Conduct joint client meetings with directors and consultants.
• Build client strategies for wealth creation, superannuation, and insurance.
• Complete fact finding, goals, and prioritisation of recommendations.
• Document strategies via SOA or ROA and coordinate with paraplanners.
• Assist with presentation of SOAs to clients.
• Prepare for meetings and create file notes and action items.
• Conduct annual client portfolio reviews and make recommendations.
• Attend quarterly Investment Committee meetings.

Skills

Client meetings

Wealth management

SOA Documentation

Pre-meeting prep

Portfolio reviews

Attention to detail

Education

Financial planning qualification

Tools

SOA software

Job description

Privately owned wealth management firm that focuses on strategic advice for a variety of clients and has been established for over 20 years.

Unlike most financial planning businesses, this firm has always provided a true fee-for-service advice model and is very "high touch" with their clients, contacting or meeting with them regularly.

The purpose of the position is to provide professional and proactive support to one of the Financial Advisers to enhance the client relationships and ensure they are well equipped to service their clients as per the practice service standard.

Key Responsibilities will include:

• Conduct joint client meetings with directors and consultants for both new and existing financial services clients
• Build client strategies for wealth creation, superannuation, and insurance
• Responsible for completing the fact finding, client goals and objectives, analyse and client prioritise recommendations to assist clients achieve their desired outcomes
• Document strategies via SOA or ROA requests provided to internal Paraplanners.
• Assist with the presentation of SOAs
• Take responsibility for pre-meeting preparation and then file notes and action items for CSO's following client meetings
• Conduct and document annual client portfolio reviews, make recommendations where necessary
• Attend the quarterly Investment Committee meetings

To be successful in the role, you must have experience working in a professional financial planning business in a similar style role. This organisation is very well established and has a low number of clients, but a very high-touch service; quality over quantity. Only candidates with excellent communication skills and attention to detail should apply.

In return, you will be part of a great team, work from stunning offices in the heart of Melbourne CBD, develop your skills and have the option to work from home 1-2 days per week post probation (where suitable).