02nd June, 2026 Our client is a growing financial planning firm looking for an experienced Associate Adviser to join their continuously growing team. In this new role, you will be a key player in the delivery of high-quality advice to existing and new clients. Duties and Responsibilities Assist in providing accurate and timely advice to existing and new clients. Proactively develop new client relationships and understanding of Client’s needs. Apply knowledge to help meet client’s financial goals and assist with plans to meet their financial goals Assist in presenting financial plans to client Respond to client enquiries in a timely manner Assist in preparation of research and required documentation for client meetings Respond to and manage client communications Supervise the advice process internally to ensure it is delivered to a timely manner Provides guidance and mentorship to the client experience team With support from the admin team, complete SoAs & RoAs for clients and ensure the final document is of a high-quality standard. Skills & Experience Previous experience in an associate adviser role Exceptional written and verbal communication skills Excellent knowledge of the financial planning industry Experience with financial planning software Broad knowledge of financial planning concepts, legislation and regulations If this sounds like you, please apply via the link below
