Associate Advisor

2 days ago

Adelaide, South Australia Count Adelaide Full time $90,000 - $120,000 per year

About the role

We are seeking an experienced Associate Advisor to join our Financial Advisory team.

Based in our Adelaide office, on the fringe of the east parklands, you will work closely with our team of Principals and Financial Advisors.

This is a great opportunity where you will be working in a growing business that will provide you with the opportunity to become an authorised financial advisor if you wish to pursue this pathway.

What you will be doing

You will be responsible for:

  • Collaborating with our Advisors to deliver all aspects of the personal financial planning process to our diverse client base of individuals, small to medium businesses and self-managed superannuation funds.
  • Assisting the Advisors in all elements of financial planning, including investment management, insurance review, estate planning, tax planning, and retirement planning.
  • Gathering of data, developing financial plan analysis, and managing meeting notes and action items.
  • Preparing Statements of Advice, including entering data and running reports using financial planning and investment research software.
  • Attending and participating in technical training.

What we are looking for

You will possess the following attributes:

  • A positive and open mindset that will contribute to our vibrant team culture.
  • A proactive, flexible and solutions-oriented approach to your work.
  • Highly organised and good time management skills.
  • Discretion and the ability to handle confidential information with the utmost care

Qualifications and Experience

  • Minimum Bachelor's Degree and up to 5 years of investment management or financial planning experience, with a strong preference for concentrations in finance or financial planning.
  • Previous or direct experience supporting client relationships preferred.
  • Completion or near completion of FASEA approved: Master of Finance (Financial Planning); Graduate Diploma in Financial Planning; or Bachelor of Business (Financial Planning).
  • Proficiency with the Microsoft Office Suite as well as financial planning software such as  XPlan, CRM and Portfolio Reporting software preferred.

What we have on offer

As a team member of our integrated advisory business, you will be exposed to a wide range of skills and opportunities that will broaden your perspective and enable you to further build upon your Financial Planning knowledge.

Be part of a growing and enthusiastic environment.

  • Ongoing professional development and mentoring.
  • Study support including reimbursement of course fees and study leave.
  • Part of a network of firms around Australia.
  • Direct access to Principals and senior team members.
  • Regular, well attended social functions.

About us

Count Adelaide has been providing accounting, taxation, business advisory and financial advisory services to Small to Medium Sized Business, Family Businesses, Self-Managed Super Funds and Individuals for more than 30 years. As part of Australia's leading integrated accounting and wealth services network, we give our clients the confidence to look ahead.

How to apply

We prefer to connect with people directly, so please submit your CV and Cover letter by clicking on the 'Apply' button.

If you would like further information, require any adjustments throughout the recruitment process or for a confidential discussion, please contact

At Count Adelaide, we are committed to providing a supportive and rewarding workplace.

Apply now to become our next Associate Advisorand be part of the Count Adelaide team.

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