In-Demand Associate adviser financial planning Jobs in Nunawading Vic

Financial Adviser
First Financial —Melbourne VIC
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Associate Private Wealth Adviser
UniSuper —Melbourne VIC
- Full-time
- AI
- Communication skills
- Parental leave
Associate Paraplanner
Focus Partners Australia & Escala Partners —Melbourne VIC
- Research
- Finance
- Administrative experience
Quick Apply
Client Services Manager
First Financial —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Administrative experience
- Financial services
Quick Apply
1d
Associate Director / Director | Information, Content & Regulatory Transformation
Deloitte —Melbourne VIC
- SharePoint
- AI
- Communication skills
- Parental leave
6d
Head of Advice Enablement & Delivery
First Financial —Melbourne VIC
- Full-time
- Hybrid work
- Microsoft Office
- Business
- Leadership
Quick Apply
7d
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited —Melbourne VIC
- Full-time
- Leadership
- Work from home

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Associate Financial Adviser, Perpetual Wealth
Perpetual Limited —Melbourne VIC
Minimum 2-3 years’ experience in paraplanning or related financial services experience. Oversee the preparation of annual review and new business plans…
6h
Financial Adviser
First Financial —Melbourne VIC
Relevant industry qualifications including degree in Business, Economics, Finance or Commerce, or a Graduate Diploma of Financial Planning.
Quick Apply

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associate adviser financial planning jobs near nunawading vic

Financial Adviser

First Financial -
Melbourne VIC

Quick Apply

Job Details

Permanent | Full-time

Qualifications

Microsoft Word
Investment
Financial planning
Microsoft Excel
Microsoft Outlook
Finance
Graduate diploma
Business
Communication skills
Time management

Full Job Description

About the role

As a result of our continued client growth, we have an outstanding opportunity for an experienced Financial Adviser to work with a high-quality portfolio of existing clients. The portfolio typically includes high-income families, pre-retirees and business owners, with further growth opportunities through existing clients, internal referrals and strategic partnerships.

You’ll work closely with your Associate Adviser, Paraplanners and a skilled Client Services team to ensure seamless advice delivery.

Working from our Collins Street office, located at the Paris end of Melbourne's CBD, you’ll join a highly respected wealth management firm, known for delivering high-quality advice and exceptional client outcomes where you can focus on delivering strategic financial advice across investments, superannuation, retirement planning, wealth creation and risk management.

Key responsibilities

Reporting to the Head of Advice, the responsibilities of the Financial Adviser role include:

Delivering strategic, client focused financial advice tailored to individual goals, needs, and circumstances;
Building trusted relationships with existing clients, deepening engagement over time and identifying opportunities to deliver sustainable long-term outcomes;
Partnering with your Associate Adviser, Paraplanning and Client Services to support research, advice preparation, and implementation, ensuring clients receive a seamless and efficient advice experience;
Maintaining high standards of advice quality, compliance and professional conduct in line with industry regulations and best practice standards; and
Contributing to the growth and success of a professional, high performing advice team by sharing your expertise and skills in partnering with other advisers and strategic partners.

The Benefits to You

A competitive remuneration package including an uncapped bonus structure and other benefits
An established, high-quality client portfolio with genuine scope to deepen relationships and identify new opportunities;
Strong referral pathways and strategic partnerships that support continued client and business growth;
Dedicated support from an experienced team of Associate Advisers, Paraplanners, Client Services and Investment professionals;
Be a part of a growing business that continues to invest in its people, technology and client experience;
A professional, collaborative and high-performance culture where advisers are supported to do their best work;
Hybrid working arrangements;
Equity opportunities for the right person to participate in the future growth of the business.

What we're looking for

Proven experience delivering high-quality personal advice and managing established client relationships;
Strong technical skills with an excellent understanding of Investments, Retirement Planning and Superannuation (including Self-Managed Super Funds)
Confidence working with a diverse client base, including high-income families, retirees, sophisticated investors and business owners;
Sound judgement, commercial awareness and a strong commitment to advice quality and compliance;
Strong stakeholder management skills and the ability to work effectively with referral partners and internal teams;
Excellent time management, prioritisation and communication skills;
Experience working with Xplan, Microsoft Word, Excel and Outlook
Relevant industry qualifications including degree in Business, Economics, Finance or Commerce, or a Graduate Diploma of Financial Planning
Minimum of 3 years' experience working in a similar role
Ability to uphold our values and standards in professionalism, respect and performance

About First Financial

First Financial is a leading wealth management firm with a strong reputation for delivering high-quality strategic advice to clients who value trusted, long-term professional guidance.

We are continuing to grow and invest in our people, technology, partnerships and client proposition, creating an environment where advisers can do their best work with strong technical, operational and leadership support around them. Our culture is professional, collaborative and high performing, with a clear focus on delivering exceptional client outcomes, developing our people and building a business that our team are proud to be a part of.

Company Overview

Please visit our company website for more information

Quick Apply

Refine Your Search

associate adviser financial planning jobs in nunawading vic

Financial Adviser

Associate Private Wealth Adviser

Associate Paraplanner

Client Services Manager

Associate Director / Director | Information, Content & Regulatory Transformation

Head of Advice Enablement & Delivery

Senior Paraplanner, Perpetual Wealth Management

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