Why is this role for me? Are you ready to start your Professional Year or part-way through or have you just completed it? Ready to take the next step in private wealth management, working alongside senior advisers and directly supporting high-net-worth clients? Our client, a boutique, highly respected private wealth firm, is seeking an Associate Adviser to join their collaborative and high-performing team. This is a rare opportunity for a technically skilled and motivated professional to deepen their exposure to sophisticated client strategies and build a clear career pathway towards a Client Adviser role. This is an exceptional platform to gain exposure to complex client structures, such as SMSFs, family trusts, corporate entities, philanthropic foundations, and alternative investment opportunities. Why is this Firm for me? Work in a boutique environment where your contributions truly matter, and where you’re not just a number in a large corporate machine. Gain direct experience working with sophisticated HNW clients including family groups, executives, and business owners, and learn how to deliver bespoke, high-calibre advice. Clear career development opportunities and strong mentorship from experienced advisers who are invested in your success. Access to private investment opportunities and complex wealth structures not typically available in larger retail-focused firms. Be part of a supportive team that values curiosity, continuous learning, and high professional standards. What will my day to day look like? As an Associate Adviser, you will play a crucial role in supporting the delivery of high-quality, tailored financial advice to HNW individuals and family groups. Working closely with a Client Adviser, your responsibilities will include: Preparing strategic advice documents and financial modelling based on adviser briefings Drafting Statements of Advice (SOAs) and supporting material for client meetings Attending client meetings to take detailed file notes and manage follow-up actions Managing client onboarding processes from start to finish Performing portfolio reviews and documenting recommendations Liaising directly with clients, as well as external partners (e.g. accountants, fund managers) Contributing to the implementation of investment and wealth strategies Ensuring all advice and documentation complies with regulatory standards Engaging in ongoing learning to support your professional growth What skills and experience do I need to have? We’re looking for someone who is: Currently part-way through, or recently completed the Professional Year (PY) Or Are you ready to start your PY? Degree-qualified (FASEA approved) in a relevant discipline (e.g. Financial Planning, Commerce, Finance) Equipped with strong technical knowledge of financial planning, modelling, and compliance requirements Ideally experienced in a boutique HNW practice or family office environment (preferred but not essential) Experienced with Xplan (including Client Focus, XTools and IPS) or other financial planning software Highly organised with outstanding attention to detail and the ability to manage competing deadlines An excellent communicator, both written and verbal, with the ability to draft clear, professional advice documents Client-focused with a proactive mindset and a drive to learn and grow into a future adviser role Sounds great! What’s next? If you’re ready to accelerate your career in private wealth and work with some of Australia’s most sophisticated clients, we’d love to hear from you. Apply now to explore this opportunity further!
