_{31st March, 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.

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