Associate Adviser

We're looking for an experienced and motivated Associate Adviser to join our established financial planning practice. This is an excellent opportunity for someone who enjoys combining technical expertise with client-focused advice and is excited to help shape the future of our advice delivery process.

As part of our small, collaborative team, you'll initially work closely with our adviser, providing high-level technical and implementation support while playing a key role in developing and documenting our advice processes. You'll also mentor and support our junior paraplanner, contributing to a culture of continuous learning and excellence.

For the right candidate, this role offers a genuine career pathway. If required, we'll provide the mentoring and support needed to complete your Professional Year, helping you progress towards becoming a fully qualified Financial Adviser.  Over the next two to three years, you'll have the opportunity to transition into managing your own portfolio of clients, developing long-term relationships and delivering strategic financial advice with the support of our experienced team.

About the Role

In this role, you will:

• Support our adviser in the preparation and delivery of high-quality financial advice.

• Prepare compliant and technically accurate Statements of Advice (SOAs), Records of Advice (ROAs) and technical strategy papers.

• Conduct financial modelling, research and strategy analysis to support client outcomes.

• Ensure advice documentation meets regulatory and compliance requirements.

• Train, mentor and provide technical support to our junior paraplanner.

• Assist with continuous improvement initiatives across advice and business processes.

• Progress towards managing and servicing your own client relationships within a two to three-year development pathway.

About You

To be successful in this role, you will have:

• A minimum of 2 years' experience in a financial planning Associate Adviser, Paraplanner or similar advice support role.

• Strong proficiency with Xplan and CRM systems.

• Excellent analytical, technical and problem-solving skills.

• Outstanding interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and practical way.

• Strong attention to detail and excellent organisational skills.

• The ability to manage multiple priorities while maintaining high-quality work.

• A collaborative mindset and a willingness to contribute to a supportive team environment.

• A genuine desire to develop into a client-facing Financial Adviser.

Why Join Us?

• Be part of a small, close-knit team where your contribution is genuinely valued.

• Clear career progression to become a client-facing adviser, with the opportunity to build and manage your own client portfolio within two to three years.

• Opportunity to mentor and develop junior team members.

• Diverse and engaging work with opportunities to grow your technical and advisory skills.

• Supportive leadership and a collaborative workplace culture.

• Full-time permanent position with ongoing professional development and career growth.

If you're an experienced Associate Adviser/Paraplanner looking for a role that combines technical excellence, innovation and a clear pathway into advising clients, we'd love to hear from you.