Associate / Financial Planner – Private Wealth Advisory

FS Recruitment Solutions; Australia; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Mentoring and training from senior leadership

Structured pathway to manage your own client portfolio

Collaborative culture where your work is valued

Hybrid working model with flexibility to work from home

Job summary

A wealth management firm located in South Yarra is seeking an Adviser or Senior Associate. This role involves working closely with Principal Advisers to develop complex strategies for high net worth clients. Ideal candidates will have at least five years of relevant experience and a degree in finance or a related field. The position offers mentoring, a structured career pathway, and a hybrid working model allowing flexibility to work from home.

Qualifications

• At least five years’ experience in wealth management or financial advice with high net worth clients.
• FASEA exam and professional year completed, RG146 compliant.
• Strong technical knowledge of tax, structures, estate and succession planning.
• Proven ability to prepare and review complex advice documents.
• Excellent communication skills and a professional, mature presence.

Responsibilities

• Build strong client relationships and support Principal Advisers.
• Take an active role in client meetings and present sections of reviews.
• Prepare and review Statements of Advice and reports.
• Assist with implementing advice and overseeing portfolio monitoring.
• Guide Associates and contribute to internal committees.
• Contribute to internal committees and support continuous improvement across the firm.

Skills

Client relationship management

Financial advisory

Presentation skills

Portfolio oversight

Mentoring

Team collaboration

Education

Degree in finance, accounting, economics or related discipline

FASEA exam completed

RG146 compliant

Job description

About the Firm

This privately licensed wealth management firm has been established for almost two decades and is based in South Yarra. They specialise in strategic financial planning, investment consulting and relationship management for high net worth individuals, families, businesses and family offices.

The firm is evidence-based in its investment approach, highly client focused, and committed to best practice in every aspect of wealth management. Their aim is to provide clarity, confidence and control for their clients through rigorous advice and multi-generational planning. Culture is central: the team is professional, collaborative and committed to both client success and individual growth.

The Role

This is a career opportunity for an Adviser or Senior Associate who is ready to take the next step. You will work closely with Principal Advisers on complex, multi-generational client strategies, while also building the capability to manage your own portfolio within two to three years.

From day one you will be exposed to high level client interactions, strategic planning and portfolio oversight, with mentoring and training designed to accelerate your development.

What You Will Do

• Build strong, trusted client relationships, supporting Principal Advisers with high net worth and family office clients
• Take an active role in client meetings, including presenting sections of reviews
• Prepare and review Statements of Advice, Records of Advice, reports, cash flow models and investment analysis
• Assist with implementing advice and overseeing trades and portfolio monitoring
• Guide and delegate to Associates and Client Service Administrators
• Contribute to internal committees and support continuous improvement across the firm

What You Will Bring

• At least five years’ experience in wealth management or financial advice with high net worth clients
• Degree in finance, accounting, economics or related discipline
• FASEA exam and professional year completed, RG146 compliant
• Strong technical knowledge of tax, structures, estate and succession planning
• Proven ability to prepare and review complex advice documents
• Developed understanding of investment markets and evidence-based investing
• Excellent communication skills and a professional, mature presence
• Organisational strength, initiative and the ability to manage competing priorities

Why Join

• Structured pathway to manage your own client portfolio within two to three years
• Mentoring and training directly from senior leadership
• A collaborative culture where your work is valued and visible
• Hybrid working model – flexibility to work from home Mondays and Fridays post probation
• The opportunity to shape your long-term career in a firm that invests in its people and its clients

We are an equal opportunities employer and welcome applications from all qualified candidates.