Senior Associate Advisor

QIX Consulting Group; Melbourne; On-site; AUD 80,000 - 120,000; Full time

Job summary

QIX Consulting Group is seeking an Associate Adviser/Senior Associate Adviser to join its Melbourne wealth management team. You will support experienced advisers, nurture client relationships and help deliver a seamless advice experience.

Open to candidates with previous financial planning experience; the role offers career growth and long-term stability in a supportive environment. This opportunity can suit either a career Senior Associate seeking a long-term partner role or an ambitious

Qualifications

• Previous experience within financial planning, wealth management or private wealth.
• Experience working as an Associate Adviser, Senior Associate, Paraplanner or similar advice-support role.
• Understanding of superannuation, investments, insurance and wealth strategies.
• Strong client-facing, communication and relationship-management skills.

Responsibilities

• Supporting advisers throughout the end-to-end advice process.
• Attending client meetings and preparing meeting documentation.
• Assisting with strategy development and advice preparation.
• Coordinating with paraplanning, administration and implementation teams.
• Managing client reviews, follow-ups and ongoing service requirements.
• Building relationships with clients and acting as a trusted contact.
• Ensuring all documentation and advice processes meet compliance requirements.
• Supporting onboarding of new clients and anticipated business growth.

Skills

Client relationship management

Adviser support

Attention to detail

Multitasking

Education

Financial planning qualifications

Job description

Melbourne

Open depending on experience - totally negotiable!

Permanent opportunity | Wealth Management

QIX Consulting Group is partnering with a growing and well-established financial advice business seeking an experienced Associate or Senior Associate Adviser to join its Melbourne team.

With another exciting year of growth planned, the business is looking for someone who can work closely with experienced advisers, support new and existing client relationships, and help deliver a seamless advice experience.

We’re Hiring: Associate Adviser / Senior Associate Adviser

Melbourne

Open depending on experience - totally negotiable!

Permanent opportunity | Wealth Management

QIX Consulting Group is partnering with a growing and well-established financial advice business seeking an experienced Associate or Senior Associate Adviser to join its Melbourne team.

With another exciting year of growth planned, the business is looking for someone who can work closely with experienced advisers, support new and existing client relationships, and help deliver a seamless advice experience.

This opportunity could suit either

• A career Senior Associate who enjoys being a trusted partner to advisers and clients and wants to build a long‑term career in a senior support capacity; or
• An ambitious Associate who would like to develop their technical and client‑facing capabilities before progressing into a Financial Adviser role in the future.

Key responsibilities

• Supporting advisers throughout the end‑to‑end advice process
• Attending client meetings and preparing meeting documentation
• Assisting with strategy development and advice preparation
• Coordinating with paraplanning, administration and implementation teams
• Managing client reviews, follow‑ups and ongoing service requirements
• Building strong relationships with clients and acting as a trusted point of contact
• Ensuring all documentation and advice processes meet compliance requirements
• Supporting the onboarding of new clients and anticipated business growth

What we’re looking for

• Previous experience within financial planning, wealth management or private wealth
• Experience working as an Associate Adviser, Senior Associate, Paraplanner or in a similar advice‑support role
• A sound understanding of superannuation, investments, insurance and wealth strategies
• Strong client‑facing, communication and relationship‑management skills
• Excellent attention to detail and the ability to manage multiple priorities
• Relevant financial planning qualifications
• A proactive, professional and collaborative approach

This is an excellent opportunity to join a supportive and growing business that can offer long‑term stability, exposure to experienced advisers and genuine career development.

Diversity & Inclusion

We are committed to fostering a diverse and inclusive workplace and encourage applications from all backgrounds.

Sterk Advisory Pty Ltd trading as QIX Consulting Group