
Associate Financial Advisor
4 days ago
Associate Adviser – Full Time | MW Group | Richmond, Melbourne
A rare opportunity to join one of Melbourne's most respected financial planning firms in a high-growth role with a clear pathway to advising. If you're an experienced financial planning professional ready to accelerate your career, this role offers the structure, support, and scale to take you to the next level.
What We Offer
· Opportunity to step into an advisory role in the short term, managing a portfolio of clients.
· Learn effective advice philosophies to engage clients.
· Learn how to market yourself effectively to grow your own financial planning business.
· Above-average remuneration, reflective of your experience and contribution
· A long-standing, respected financial planning business with a strong client base and reputation for excellence
· Extensive exposure to the full financial advice process, equipping you with the tools, knowledge and experience to excel
· Professional Year available for suitable applicants seeking to complete their pathway to becoming an adviser
What You'll Be Doing
· Preparing for in-person and virtual client advice meetings
· Observing client meetings and presentations to gain deeper insight into the advice journey
· Assigning and actioning post-meeting tasks
· Drafting clear, timely responses to client email enquiries
· Preparing ROAs or wholesale equivalents
· Staying current with financial regulations, market changes, and best-practice strategies
· Collaborating with the broader advice team to ensure a consistent and seamless client experience
What We're Looking For
· Strong communication and interpersonal skills, with the ability to build rapport and trust
· Tertiary qualification in Financial Planning or a related discipline
· –3 years' experience in a financial planning role – client services, paraplanning or advice
· A sound understanding of financial products, advice frameworks, and regulatory requirements
· A passion for delivering exceptional client service and upholding the highest ethical standards
Ready to take the next step?
If you're looking for a dynamic role where you can grow quickly within a supportive and high-performing team, we'd love to hear from you.
-
Finance Business Partner
8 hours ago
Richmond, Victoria, Australia Easykind Full time $90,000 - $120,000 per yearAbout Us:At easykind, we are at the forefront of healthcare, specialising in medicinal cannabis to provide compassionate and innovative solutions for patient care. Patient care is part of our DNA, being founded by patients for patients.We're a young, goal-driven team with the mission of creating a 5-star service and the most cost-effective solution to high...
-
Managment Accountant Retirement Village
4 days ago
Richmond, Victoria, Australia Mercy Health Full time $90,000 - $120,000 per yearEmployment Type: Permanent full timeHours: 38 hours per weekLocation: Mercy Corporate Office, Richmond - close to public transportUpload with Application: Resume and copy of cover letter Where there's life, there's Mercy. Where there's care, there's You. Through the battles and the breakthroughs, we're there. Where will you be? For over a century, our...
-
Part-Time Bookkeeper
2 weeks ago
Richmond, Victoria, Australia Private Advertiser Full time $60,000 - $80,000 per yearWe are seeking a detail-oriented Bookkeeper / Accounts Officer to join a growing Melbourne-based business 3 days per week in the Richmond area, with the potential to transition into a full-time role as the business continues to expand. This role is ideal for someone with solid accounting experience who enjoys working in a dynamic, creative environment....
-
Senior Digital Delivery Manager
1 week ago
Richmond, Victoria, Australia MECCA Brands Full time $104,000 - $130,878 per yearMECCA Brands is seeking a Senior Digital Delivery Manager with proven expertise across business, product, and technical delivery, and a strong track record in championing agile values, principles, and ways of working. As we continue to put the customer at the heart of our growth strategy, this role will be pivotal in enabling cross-functional teams to...
-
Relationship Manager
1 week ago
Richmond, Victoria, Australia REA Group Full time $70,000 - $120,000 per yearHybrid Ways of WorkingPermanent RoleWe're REAWith bold and ambitious goals, REA Group is changing the way the world experiences property. No matter where you're at on your property journey, we're here to help with every step - whether that's finding or financing your next home.Our people are the key to our success. At the heart of everything we do, is a...
-
Medical Director Emergency Department
2 weeks ago
Richmond, Victoria, Australia Epworth Full time $250,000 - $400,000 per yearEpworth HealthCare is Victoria's largest not-for-profit private health care group, renowned for excellence in diagnosis, treatment, care and rehabilitation. Epworth is an innovator in Australia's health system, embracing the latest in evidence-based medicine to pioneer treatments and services for our patients.At Epworth, we are united in our commitment to...
-
Customer Service Advisor
4 days ago
Richmond, Australia St.George Full time**What's the role?** A Customer Service Advisor at St George plays a key role in assisting customers with their banking needs. This role typically involves providing support for everyday banking transactions, answering inquiries, and offering tailored solutions to meet customer needs. Advisors may also identify opportunities to introduce customers to other...
-
Customer Service Advisor
2 days ago
Richmond, Australia Westpac Group Full timeA Customer Service Advisor at St George plays a key role in assisting customers with their banking needs. This role typically involves providing support for everyday banking transactions, answering inquiries, and offering tailored solutions to meet customer needs. Advisors may also identify opportunities to introduce customers to other financial products or...
-
Employee Relations Advisor
1 week ago
Richmond, Australia Endeavour Group Full timeCompany Description **Let’s create a more sociable future together** At Endeavour, we’re totally into what we do. With a portfolio that includes Dan Murphy’s, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together. Together we share our passion for our products and industry; it’s what inspires us to dream big, and continue to...
-
Employee Relations Advisor
1 week ago
Richmond, Australia Endeavour Group Full time**Company Description** Let’s create a more sociable future together** At Endeavour, we’re totally into what we do. With a portfolio that includes Dan Murphy’s, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together. Together we share our passion for our products and industry; it’s what inspires us to dream big, and continue to...
-
Associate Adtech Specialist
2 days ago
Richmond, Australia REA Group Full timeMelbourne or Sydney Based - Permanent Role - Hybrid ways of working We're REA With bold and ambitious goals, REA Group is changing the way the world experiences property. No matter where you're at on your property journey, we're here to help with every step - whether that's finding or financing your next home. Our people are the key to our success. At...
-
Talent Operations Advisor
1 week ago
Richmond, Australia REA Group Full timeJoin a highly collaborative and commercially minded People & Culture team - Play a pivotal connecting role across the Talent space - Permanent role based in Melbourne We're REA With bold and ambitious goals, REA Group is changing the way the world experiences property. No matter where you're at on your property journey, we're here to help with every step...
-
Customer Service Advisor
6 days ago
Richmond, New South Wales, Australia St Bank Full time $60,000 - $80,000 per yearJob DescriptionWhat's the role?A Customer Service Advisor at St George plays a key role in assisting customers with their banking needs. This role typically involves providing support for everyday banking transactions, answering inquiries, and offering tailored solutions to meet customer needs. Advisors may also identify opportunities to introduce customers...
-
Program Coordinator
2 weeks ago
Richmond, Australia CBM Australia Full time**About the organisation**: CBM works alongside and is accountable to people with disabilities in the world’s poorest places to fight poverty and exclusion and transform lives. The International Program team supports and develops effective high-quality international projects that aim to alleviate poverty and raise awareness on the rights of people with...
-
Communications Advisor
1 week ago
Richmond, Australia Mercy Health Full time**ABOUT THE ROLE**: - Incredible opportunity for a skilled communications professional to join a great team providing strategic communications advice and support to a large and highly regarded national provider of health and aged care. This is an exciting time of change and reform in public health and aged care, with communications playing a pivotal role in...
-
Pricing and Performance Manager
2 days ago
Richmond, Australia REA Group Full timeDevelop multi-year strategic pricing plans that help achieve our financial targets- Help us reimagine the way we provide insights and pricing strategy- Permanent role based in Melbourne We're REA With bold and ambitious goals,- REA Group is changing the way the world experiences property. No matter where you're at on your property journey, we're here to...