18th May, 2026 About the Firm Our client is a highly respected, medium-sized financial services firm with a reputation for technical excellence and genuine client care. With a collaborative and professional culture, they provide holistic advice across investments, superannuation, insurance, and retirement planning. Their size means you’ll enjoy both the support of a strong team and the flexibility of a boutique-style practice. The Role As an Associate Adviser, you’ll work directly alongside senior advisers, sitting in on every client meeting and playing a hands-on role in delivering tailored strategies. You’ll often be the go-to point of contact for clients, building relationships that in many cases surpass the adviser’s own connection. This role is ideal for someone who loves client interaction, thrives on technical problem-solving, and is passionate about delivering meaningful financial outcomes. Key Responsibilities: Attend all client meetings with advisers, taking a lead role in managing relationships. Conduct research and prepare financial strategies across investments, superannuation, insurance, and retirement planning. Draft Statements of Advice (SOAs) and technical documents. Liaise with clients on strategy implementation and ongoing service matters. Be a trusted point of contact, providing clear, timely communication and support. Stay across legislative and compliance requirements to ensure high-quality, compliant advice. About You: Degree-qualified, with FASEA-approved studies (Professional Year candidates welcomed – full support provided). Strong technical knowledge across investments, superannuation, and strategy. Exceptional client relationship skills – approachable, professional, and empathetic. Highly organised with the ability to manage multiple priorities. Strong communicator who can simplify complex financial concepts for clients. Driven to progress your career within a supportive, growth-oriented firm. What’s on Offer: Full Professional Year support, mentoring, and ongoing development. A rare opportunity to work client-facing from day one – sitting in every meeting. Career pathway toward becoming a Financial Planner. Collaborative, medium-sized firm where you’re more than just a number Salary $90,000 super Convenient location on the Adelaide fringe.
