Associate Adviser

1 week ago


Melbourne, Victoria, Australia Kaizen Recruitment Full time
Growing financial advisory firm

  • Flexible and hybrid working arrangements
  • Melbourne CBD | Permanent role

ABOUT THE COMPANY
Our client is a financial advisory company serving everyday Australians.

They are a group of qualified and experienced Financial Advisers who provide a variety of financial services and tailored advice.


KEY RESPONSIBILITIES

  • Collaborate with new and existing clients to provide holistic advice;
  • Participate in client meetings with Senior Financial Advisers;
  • Liaise with the Paraplanners to ensure that recommendations are executed in a timely and accurate manner; AND
  • Support and learn from Senior Financial Advisers with the intention of transitioning clients to the Associate Adviser over time.

IDEAL CANDIDATE

  • Gogetter with passion for financial planning, who is looking to develop their financial planning career long term;
  • Experience working as a Paraplanner or Associate Adviser, graduates are ideal as well;
  • Holds a Bachelor of Commerce, Majoring in Financial Planning or FASEA approved course;
  • Have either attained (or are working towards) a Master of Financial Planning or a Certified Financial Planner (CFP) designation is highly regarded;
  • Strong advice strategy knowledge; AND
  • Solid ability to build rapport with clients.
SCR-fiona-lu
  • Associate Adviser

    1 week ago


    Melbourne, Victoria, Australia Advice2Talent Full time

    Become an Adviser on your terms Holistic Complex Advice offering Hybrid Work 3 days in the office, 2 days from homeAre you an Associate Adviser that has experience in paraplanning and CSO? Do you have experience in working in a Private Wealth Practice? Complex Strategies? High Networth Clients? Answered yes? Explore this opportunity. Wholesale and Retail...


  • Melbourne, Victoria, Australia Kaizen Recruitment Full time

    Growing Wealth Management firm Career path to become a Financial Adviser Collaborative & supportive workplace culture Assistant Adviser/Associate Growing Wealth Management firm Career path to become a Financial Adviser Collaborative & supportive workplace culture About the opportunityOur client is a growing Wealth Management firm that is currently...

  • Associate Adviser

    1 week ago


    Melbourne, Victoria, Australia Woods & Co Recruitment Full time

    Woods & Co Recruitment have partnered with a prestigious and renowned wealth management firm located in the CBD. They are seeking an exceptional Associate Adviser to join their team. As a Associate Adviser, you will play a pivotal role in liaising between clients, advisors and the middle office Team.What's in it for you? Convenient CBD office locations...

  • Associate Adviser

    1 week ago


    Melbourne, Victoria, Australia BlueRock Full time

    A smart human once said, "Do things you with people you care about and good things happen", and at BlueRock, we are a growing team who love what we do. Our rapid growth means lots of change and with growth comes opportunity and supercharged career development. Be nurtured by supportive mentors who will help you along the way to be proactive about what's next...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Join an ASX listed Wealth Management Organisation Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Ballarat and Geelong locations (supporting hybrid/flexible working) Shadforth is an award-winning Australian Wealth Management business, with a...

  • Associate Adviser

    1 week ago


    Melbourne, Victoria, Australia IOOF Holdings Full time

    Date:26-May-2023Location:Melbourne, VIC, AU, 3000Employment Type:Permanent Full Time- Join a dynamic team and culture that values its people Make a meaningful impact in this influential role Work alongside our professional and qualified Private Wealth AdvisersShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep...


  • Melbourne, Victoria, Australia Perpetual Limited Full time

    Based in Melbourne CBD - Hybrid working arrangement. Opportunity to grow your career within a collaborative and supportive team. A range of exciting benefits, incl. two weeks of additional paid leaveProvide ongoing client service and high-quality support to Financial Advisers and Partners supporting a Partner in our Jacaranda Melbourne team.Sounds...

  • Advisers Assistant

    1 week ago


    Melbourne, Victoria, Australia Ambition Group Full time

    The CompanyGrowing Wealth Management firm seeks who offer an excellent work / life balance, respectful culture and first-class training currently seeks a talented Advisers Assistant due to the recent onboarding of a new adviser team.The Role Provide support to 1 adviser and perform account maintenance, trade settlement and portfolio reporting. Establish and...

  • Bd Adviser

    1 week ago


    Melbourne, Victoria, Australia KM Talent Full time

    Melbourne or Sydney Top tier international firm where BD is high quality and collaborative Mix of client projects, bids and strategic BD Reporting into a highly regarded and experienced Finance BD lead BD is not viewed as a 'support function' at this firm Hybrid working very much part of the culture Professional services BD experience is essential Proven...

  • Policy Adviser

    1 week ago


    Melbourne, Victoria, Australia Medibank Private Limited Full time

    Select how often (in days) to receive an alert: Reporting to the Manager, Fund Policy, the Policy Advisor is responsible for administering the Medibank and ahm Fund Rules, associated fund policies and supporting collateral, to ensure that they support the needs of the business and are clear, consistent and customer centric. Your Impact In this position...

  • Senior Associate

    1 week ago


    Melbourne, Victoria, Australia Norton Rose Fulbright Full time

    Description A fantastic opportunity has arisen for a Senior Associate or Special Counsel to join Norton Rose Fulbright's leading Banking and Finance group in Melbourne. Working as part of a fast growing, collaborative and supportive team, you'll gain exposure to a diverse mix of high quality banking and finance matters in Australia and internationally,...

  • Senior Associate

    1 week ago


    Melbourne, Victoria, Australia Maddocks Full time

    Senior Associate - Commercial - Government & Not for Profit Legal - Commercial | Melbourne About us We are a modern Australian law firm with a leading reputation.We focus on exceptional service, operational excellence and beingat the forefront of employee experience.We work closely with Australian and international businesses, organisations...


  • Melbourne City Centre, Victoria, Australia Department of Education Full time

    An experienced VPS 6 professional is sought for the role of Principal Adviser, Teaching with Animals in the Department of Education.The Principal Adviser will lead a project to strengthen policies, procedures, training and systems to fulfil the department's legislative and regulatory obligations associated with the care, welfare, and use of animals for...

  • Principal Adviser

    1 week ago


    Melbourne City Centre, Victoria, Australia Department of Health Full time

    Role purposeThe Victorian Health Building Authority (VHBA) is responsible for the planning and delivery of the Victorian Government's multibillion-dollar health infrastructure program including $16.6 billion in managed assets and $8.8 billion in planning and delivery.Our work includes planning and building new hospitals and ambulance stations, aged care and...

  • Associate

    1 week ago


    Melbourne, Victoria, Australia Kennedys Law LLP Full time

    Kennedys is looking for an Associate with 2-4 PAE to join our dynamic, close-knit and team-orientated Healthcare practice in Melbourne. The focus will be assisting seniors with a mix of complex healthcare and medical malpractice files across a range of clients, including MDOs.This is a growth opportunity for a successful candidate looking to develop their...

  • Senior Associate

    1 week ago


    Melbourne, Victoria, Australia Maddocks Full time

    Senior Associate - Commercial - Government & Not for Profit Legal - Commercial | Melbourne About usWe are a modern Australian law firm with a leading reputation.We focus on exceptional service, operational excellence and beingat the forefront of employee experience. We work closely withAustralian and international businesses, organisations...

  • Senior Associate

    1 week ago


    Melbourne, Victoria, Australia ClearCompany Full time

    Competitive salary with comprehensive benefits package * Opportunities for career advancement and professional development * Comprehensive health plan Our client is a leading global law firm renowned for its expertise in corporate law, mergers and acquisitions, and commercial transactions.With a strong international presence, they provide innovative legal...

  • Senior Associate

    1 week ago


    Melbourne, Victoria, Australia eFinancialCareers Ltd. Full time

    Senior Associate - Property & DevelopmentSenior Associate - Property & DevelopmentRussell Kennedy Pty LtdMelbourne, AustraliaSenior Associate - Property & DevelopmentRussell Kennedy Pty LtdMelbourne, AustraliaPosted 1 day agoPermanentCompetitiveSenior Associate - Property & DevelopmentSENIOR ASSOCIATEWe are seeking to appoint an Associate or Senior Associate...

  • Senior Associate

    1 week ago


    Melbourne, Victoria, Australia EFinancialCareers Ltd. Full time

    Senior Associate - Property & Development Senior Associate - Property & Development Russell Kennedy Pty Ltd Melbourne, AustraliaSenior Associate - Property & Development Russell Kennedy Pty Ltd Melbourne, Australia Posted 1 day ago Permanent CompetitiveSenior Associate - Property & DevelopmentSENIOR ASSOCIATEWe are seeking to appoint an Associate or Senior...


  • Melbourne, Victoria, Australia Kennedys Law LLP Full time

    Kennedys is looking for an Associate or Senior Associate with 3-6 years' of experience to join our General Insurance practice in Melbourne. The successful candidate will work on a mix of professional indemnity (including large-scale construction and, depending on the experience of the candidate, defamation) and financial lines matters. The role will also...