Description

Associate Adviser / Para planning– Full Time | MW Group | Richmond, Melbourne

A rare opportunity to join one of Melbourne’s most respected financial planning firms in a high-growth role with a clear pathway to advising. If you're an experienced financial planning professional with Paraplanning experience ready to accelerate your career, this role offers the structure, support, and scale to take you to the next level.

 
What We Offer

        Opportunity to step into an advisory role in the short term, managing a portfolio of clients.

        Learn effective advice philosophies to engage clients.

        Learn how to market yourself effectively to grow your own financial planning business.

        Above-average remuneration, reflective of your experience and contribution

        A long-standing, respected financial planning business with a strong client base and reputation for excellence

        Extensive exposure to the full financial advice process, equipping you with the tools, knowledge and experience to excel

        Professional Year available for suitable applicants seeking to complete their pathway to becoming an adviser

 
What You’ll Be Doing

        Preparing for in-person and virtual client advice meetings

        Observing client meetings and presentations to gain deeper insight into the advice journey

        Assigning and actioning post-meeting tasks

        Drafting clear, timely responses to client email enquiries

      Preparing Statement of Advices

        Preparing ROAs or wholesale equivalents

        Staying current with financial regulations, market changes, and best-practice strategies

        Collaborating with the broader advice team to ensure a consistent and seamless client experience

 
What We’re Looking For

        Strong communication and interpersonal skills, with the ability to build rapport and trust

        Tertiary qualification in Financial Planning or a related discipline

        2–3 years’ experience in a financial planning role – client services, paraplanning or advice

        A sound understanding of financial products, advice frameworks, and regulatory requirements

        A passion for delivering exceptional client service and upholding the highest ethical standards

 
Ready to take the next step?

If you’re looking for a dynamic role where you can grow quickly within a supportive and high-performing team, we’d love to hear from you.