Associate Financial Adviser

1 week ago

West Melbourne, Australia Investech Wealth Management Pty Ltd Full time

We are a privately owned financial advisory firm dedicated to providing personalised financial advice and wealth management services.

An exciting opportunity exists in our growing team for a dedicated and professional associate financial adviser.

Working closely with our Principal Adviser and Financial Planning team, you will be responsible for the preparation of high-quality advice for new and existing clients. The role has opportunity for growth, including the potential to meet with new and existing clients alongside the Principal Adviser.

It is based in our West Melbourne office working 5 days Monday to Friday.

**The Role**

Your responsibilities will include:

- Financial advice strategy development, including financial modelling
- Preparation of SoA & RoA documentation
- Assist the Principal Adviser with responding to client queries
- Ensuring all advice documents are in line with compliance requirements and relevant legislation
- Liaising with clients and professional partners
- Client meeting preparation and portfolio reviews

**Skills and Experience**
- Previous experience in the Financial Services industry as an associate financial adviser
- High level of proficiency across the Microsoft Office suite & Xplan
- Ability to prioritise workload
- Experience dealing with clients highly desirable

**Qualification**
- Tertiary qualified with a financial planning or a relevant business/economics degree
- Graduate Diploma in Financial Planning or a relevant Masters Degree desirable but not essential

**Personal Requirements**

We are looking for someone who possesses the following attributes:

- Driven to deliver exceptional outcomes for clients
- Strong work ethic and self-motivated
- Excellent verbal and written communication skills
- The ability to work to strict timeframes with an analytical and thorough approach
- Highly organised with the ability to work autonomously
- Exceptional attention to detail

This is a great long-term opportunity to support and grow within a highly successful advisory team.

Pay: $75,000.00 - $90,000.00 per year

Schedule:

- Monday to Friday

**Education**:

- Bachelor Degree (required)

**Experience**:

- Financial planning: 2 years (required)

Work Location: In person

Application Deadline: 31/10/2024

  • Associate Adviser

    1 day ago

    Melbourne, Victoria, Australia First Financial Full time $60,000 - $120,000 per year

    About the roleWorking as part of an Advice team, the Associate Adviser supports their Advisers by engaging with new and ongoing clients, as well as our Client Services and Paraplanning Teams to deliver an outstanding experience and exceptional advice. As an Associate Adviser you are a main contact point for clients and are a support in the establishment and...

  • Associate Financial Adviser

    4 weeks ago

    Melbourne, Victoria, Australia Perpetual Limited Full time

    Associate Financial Adviser - Perpetual Wealth ManagementPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.The wealth management business consists of three distinct brands in addition to...

  • Associate Financial Adviser

    3 days ago

    Melbourne, Australia Mercer Full time

    **Associate Financial Adviser** **What can you expect?** - To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support. **What is in it for you?** At Mercer, we recognize that our most important asset is our people....

  • Financial Adviser

    1 day ago

    Melbourne, Victoria, Australia Tomorrow Financial Solutions Full time $120,000 - $180,000 per year

    About Tomorrow Financial SolutionsTomorrow Financial Solutions (TFS) is a privately owned financial services firm built on trust, integrity, and results. With a proven track record across mortgage broking and wealth creation, TFS has helped hundreds of clients achieve financial security and long-term success.TFS is strategically backed by LOLC, one of Asia's...

  • Associate Financial Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Services Pty Limited Full time $90,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where we work best - whether in the office or from home.Take your career in financial advice to the next step and join a supportive teamPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands...

  • Client Relationship Manager/Associate Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Trilogy Financial Group Full time $40,000 - $60,000 per year

    We are hiring at Trilogy Financial GroupIf you love working as part of a team, having fun and are looking to join a successful group here in Mildura, then this could be for you.Our private wealth management advice firm has delivered 20 years of exceptional service to clients, and has a professional reputation within the community built on trust.The...

  • Financial Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Link Wealth Group Full time $80,000 - $120,000 per year

    We're looking for someone who has a passion for helping people reach those big financial goals. We need someone who is motivated to help us deliver the best service we can and impress our clients year after year.At Link Wealth, we help everyone from business owners to high-achieving professionals and executives to turn their money woes into financial wins.We...

  • Financial Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Paterson Retirement Planning Full time $90,000 - $120,000 per year

    Paterson Retirement Planningis a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most.While we provide retirement advice to all Australians, we have a deep understanding of...

  • Financial Adviser

    2 weeks ago

    Melbourne, Victoria, Australia PMP Wealth Full time $120,000 - $180,000 per year

    Who We AreAt PMP Wealth, we specialise in providing tailored financial strategies to high-net-worth clients, business owners, and professionals. With offices in Collingwood and Greensborough, we work closely with an established accounting firm, giving us a strong referral base and the ability to offer truly integrated advice. Our focus is on long-term...

  • Financial Adviser

    2 weeks ago

    Sydney, Melbourne, Brisbane or Perth, Australia Rest Full time $80,000 - $120,000 per year

    Company Description Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders Closing date: 20th August 2025 Please note Rest does not accept speculative resumes from recruitment agencies Rest will review applications prior to the closing date and may close the role...