Associate Advisor

1 day ago

South Yarra, Victoria, Australia HTA Full time $60,000 - $90,000 per year

Are you ready to take the next step in your financial planning career?

HTA Wealth is seeking an Associate Adviser to join our team, working closely with a highly experienced Wealth Adviser to support the delivery of exceptional client outcomes.

About us:

At HTA Wealth, we believe great advice goes beyond numbers - it's about empowering our clients to achieve their goals. We are a supportive business that values relationships, professional growth, and genuine care for clients and team members. This is a unique opportunity to learn directly from an experienced Adviser and develop your career in financial planning.

The Role:

As an Associate Adviser, you will be the key support to our Adviser, acting as the bridge between our clients and internal team. You'll assist in preparing advice documentation, managing client relationships, and ensuring all work aligns with HTA Wealth's standards and values.

As a key member of our wealth team, you will:

  • Support the Adviser in preparing and implementing financial advice and strategy documents.
  • Act as the first point of contact for clients, providing professional and responsive service.
  • Build strong relationships with clients and contribute to a seamless client experience.
  • Coordinate with our team to deliver timely and compliant advice documentation.
  • Prepare Records of Advice, Ongoing Service Agreements, Fee Disclosure Statements, and other documents for clients.
  • Attend and contribute to client meetings with the Adviser.
  • Maintain and update client information in Xplan.
  • Develop your technical and professional knowledge through mentoring and hands-on experience.

What We're Looking For

You are a professional Associate Adviser with:

  • A degree in Financial Planning
  • Eligible to commence or currently completing your Professional Year.
  • 2+ years' experience in an Associate Adviser, Paraplanning, or client service role.
  • Strong organisational skills, attention to detail, and excellent communication abilities.
  • Proficiency in Word, Excel, Outlook, and familiarity with Xplan.
  • A proactive, professional, and client-focused approach with a genuine passion for financial advice.

Why Join HTA?

At HTA, we value collaboration, professionalism, and a positive team culture. You'll work in a supportive environment that encourages professional growth, continuous learning, and a genuine focus on client care.

We offer:

  • Work closely with an experienced Adviser in a supportive, team-focused environment.
  • Access to mentoring, training, and career development opportunities.
  • Exposure to a broad range of advice strategies and client scenarios.
  • Join a workplace that values collaboration, integrity, and professional growth.
  • If you're ready to grow your career in financial planning and make a real impact for clients, apply now and join HTA Wealth in South Yarra.

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