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Associate Advisor

Hawthorn Permanent AU$90,000 - AU$130,000 per year View Job Description
The Associate Adviser supports senior advisers by preparing financial models, drafting advice documents, and coordinating end‑to‑end implementation of client strategies. This role provides strong technical development and forms the backbone of high‑quality advice delivery within the firm.
  • Deepen your technical advisory expertise
  • Join a supportive team with clear pathways to progress your career

About Our Client

Our client is a boutique financial planning and wealth advisory firm. They specialise in wealth management, tax‑effective strategies, entity structuring, portfolio management, insurance advice, and multi‑generational planning, supporting high‑net‑worth individuals, sophisticated investors, families, and private clients.

Known for their tailored, relationship‑driven service model, they focus on delivering strategic, technically robust advice and building long‑term, trust‑based partnerships with clients.

Job Description

  • Build financial models and run scenario analyses to support adviser recommendations.
  • Prepare high‑quality SOAs, ROAs, and technical advice documents.
  • Conduct product, platform, and investment research to support strategy development.
  • Coordinate end‑to‑end implementation of advice strategies, ensuring accuracy and compliance.
  • Maintain CRM data integrity and ensure client files meet compliance requirements.
  • Prepare review packs and support ongoing client service workflows.
  • Liaise with product providers to validate data, fees, and technical inputs.
  • Assist senior advisers with technical summaries, projections, and client‑ready materials.



The Successful Applicant

  • Has experience as a paraplanner or associate adviser within a financial planning environment.
  • Understands superannuation, investments, retirement planning and insurance fundamentals.
  • Has strong capability with modelling tools and advice software (e.g., Xplan).
  • Has excellent written communication skills and exceptional attention to detail.
  • Is analytical, structured, and comfortable working behind the scenes to support senior advisers.
  • Demonstrates professional integrity and a client‑first mindset.
  • Holds or is progressing toward relevant qualifications (e.g., FASEA/Financial Adviser Standards education).



What's on Offer

  • Competitive salary package with clear development pathways.
  • Ongoing technical training, mentoring, and structured career progression.
  • Exposure to complex strategies and opportunities to grow into full adviser responsibilities.
  • A collaborative team culture that values technical excellence and professional integrity.



Contact
Emily Roberts
Quote job ref
JN-032026-6973144
Phone number

Job summary

Function
Banking & Financial Services
Specialisation
Financial Planning & Wealth Management
Industry
Financial Services
Location
Hawthorn
Job Type
Permanent
Consultant name
Emily Roberts
Consultant phone
Job Reference
JN-032026-6973144

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know. PageGroup acknowledge and pay our respects to the Traditional Custodians of the land we operate on.