Associate Adviser (Melbourne)

At First Financial we are dedicated to cultivating prosperity and inspiring financial confidence. Based in the heart of Melbourne's CBD, we are a growing, holistic wealth management firm driven by innovation, top-tier talent, and an unwavering commitment to providing a superior experience for our clients. We know that to deliver the highest quality advice, we need an engaged, inspired, and supported team. That’s where you come in. The Opportunity We are looking for an ambitious Associate Adviser to join our Advice team. In this role, you will act as the vital conduit between the Adviser, the Paraplanning and Client Service teams, and our clients. This is the perfect opportunity for a driven professional in the early stages of their wealth management career. We provide a highly supported Professional Year program that offers a clear, structured pathway to becoming a Financial Adviser. We empower our Associates with the unique opportunity to inherit client books over time—meaning there is no "glass ceiling" limiting your career progression with us. Key Responsibilities
- Act as the initial point of contact for an assigned client portfolio, delivering exceptional client service and relationship management.
- Prepare strategy documents, financial documents, and Records of Advice (RoAs).
- Assist the Principal and Adviser with strategic financial planning across risk, investment structures, estate planning, superannuation, and retirement planning.
- Actively prepare for and participate in client meetings alongside the Principal and Adviser.
- Support Advisers in meeting obligations related to Ongoing Service Agreements (OSA) and Fee Disclosure Statements (FDS).
- Coordinate pre- and post-meeting administrative activities. About You
- You have a minimum of two years of industry experience working in an Associate Adviser, Paraplanner, Client Support, or similar role.
- You are ready to commence, or have already commenced, your Professional Year.
- You hold a relevant industry qualification (such as an undergraduate degree in Business, Economics, Commerce, or a Diploma of Financial Planning).
- You have a sound understanding of the Xplan CRM system and advanced skills in Word, Excel, and Outlook.
- You possess impeccable organisational skills, excellent attention to detail, and a genuine desire to deliver exceptional service to clients.
- Note: A working knowledge of Self-Managed Super Funds (SMSF) will be highly regarded. Why Join Us? When you join our team, you’re joining a firm that actively values both mental and physical wellbeing. We are passionate about achieving long-term goals for our clients and providing an setting where our team members can genuinely flourish. You will be rewarded with:
- A competitive salary package that rewards your experience and dedication.
- Extensive mentoring, support, and professional development as you progress toward becoming an Adviser.
- The opportunity to grow alongside a leading firm that genuinely values its people and promotes from within. If you are ready to take the next step in your financial advisory career with a firm that rewards your hard work and invests in your future, we want to hear from you. Apply now! #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rw8zg