10th July, 2025
Exciting opportunity for a motivated Associate Advisor to join our growing Financial Solutions team!
We have an exciting full-time opportunity for an ambitious individual to take on a role of Associate Advisor within our experienced team. The successful candidate will assist the Financial Planners who are passionate about providing high quality, tailored wealth management solutions and advice to individuals and business clients to ensure they achieve their financial and lifestyle goals.
Duties & Responsibilities:
- Provide support to the delivery of financial advice
- Regularly attend client meetings
- Work closely in a small close-knit team and with an experienced advisor to develop sound financial planning strategies/recommendations for clients
- Undertake detailed research and analysis, superannuation and investments
- Develop strategies and Statement of Advice and manage workflows
- Review client files to ensure compliance requirements are met
- Support the implementation of ‘best practice’ systems and processes
Person Specifications: - Strong investment knowledge including investing, retirement planning and superannuation
- Strong technical background in regard to development of sound strategies
- Experience using advice software such as Plutosoft, XPLAN or Midwinter
- Confident English written, verbal and interpersonal communication skills
- Sound understanding of financial planning standards and adherence to ASIC requirements
- Reliable, process-driven and well-organised with strong attention to detail
- Exceptional time management with the ability to prioritise tasks and work at pace
- Australian or NZ citizen, or permanent resident with full unlimited working rights in Australia
Life at Nexia Despite being part of a global network of over 600 offices across more than 120 countries, including offices in every mainland state and territory in Australia, with Nexia you’re more than just another face. You are part of a community that works and socialises together.
We strive to give you the right tools, high-quality training, and solid support to propel both your career and personal life. Here are just a few ways that we support your career -
- Flexible working arrangements, free weekly yoga, flu vaccinations, employee assistance programs;
- National and international career development and training opportunities;
- Convenient CBD based office;
- CSR activities and events as well as social club and team building days.
- Salary range $63,000 to $80,000, with flexibility dependent on experience.
To find out more about working with Nexia Australia, we encourage you to visit nexia.com.au
Apply now Are you looking to take the next step in your career? Join a welcoming and diverse culture where your story, potential and hard work are not only seen – but also celebrated.
If you would like to find out more, please contact Lauren Burgwyn - email
lauren.burgwyn@nexiaperth.com.au We are committed to ensuring our recruitment process is inclusive and accessible and we warmly encourage applications from all individuals meeting the selection criteria
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