Description
Associate Adviser
North Perth | Full Time
Build a career in advice, not just paraplanning.
At Momentum Planning, we're passionate about helping successful business owners, professionals and retirees make better financial decisions. We pride ourselves on delivering exceptional client experiences, strategic advice and long-term relationships built on trust.
As our business continues to grow, we're looking for an experienced Associate Adviser to work alongside our advisers, supporting the delivery of high-quality financial advice while continuing to develop your own technical and client-facing capabilities.
This is an outstanding opportunity for someone who enjoys strategy, thrives in client meetings and wants a genuine pathway towards becoming a Financial Adviser.
We are particularly interested in experienced Paraplanners, Associate Advisers, or Senior Client Service Managers who are ready to take the next step in their career and become more involved in advice strategy and client relationships.
About the Role
Working closely with our advisers, you'll become an integral part of the advice process, from strategy development through to implementation.
Your responsibilities will include:
Attending client meetings alongside advisers and contributing to discussions
Developing detailed financial planning strategies tailored to client goals
Preparing high-quality Statements of Advice and Record of Advice documents
Conducting technical research across superannuation, retirement, tax, investments, insurance and estate planning
Modelling financial strategies and analysing client outcomes
Liaising with clients and product providers to facilitate implementation
Supporting advisers with ongoing client reviews and strategic opportunities
Providing guidance and support on higher-level client servicing and implementation matters where required
Ensuring advice documentation meets compliance and quality standards
Contributing ideas that improve client outcomes and business efficiency
About You
We're looking for someone who enjoys solving complex financial problems and genuinely wants to make a difference in clients' lives.
You may currently be working as a Paraplanner, Associate Adviser, or an experienced Client Service Manager looking to broaden your career into strategic advice.
You'll ideally have:
Minimum 3 years' experience within a financial planning practice
A degree in Financial Planning (or equivalent approved qualification), or be working towards one
Strong technical knowledge across superannuation, investments, tax strategies and retirement planning
Experience preparing advice documents or supporting the advice process
Excellent written and verbal communication skills
High attention to detail and strong analytical ability
A proactive attitude with a willingness to learn and continually improve
Professional presentation and confidence working directly with clients
A genuine interest in progressing towards an adviser career path
Experience with Xplan and financial modelling software will be highly regarded.
Why Momentum Planning?
You'll be joining a collaborative, high-performing team that genuinely enjoys helping clients achieve financial confidence.
We offer:
Exposure to sophisticated financial planning strategies
Direct mentoring from experienced Financial Advisers
Significant client meeting involvement, not just behind-the-scenes paraplanning
A supportive, team-first culture where your ideas are valued
Ongoing professional development and technical training
A genuine career pathway towards becoming a Financial Adviser
Modern North Perth office with flexibility where appropriate
Competitive salary based on experience
Ready to Build Your Future?
If you're passionate about financial advice, enjoy working closely with clients and advisers, and are looking for a role that offers genuine career progression, we'd love to hear from you.
Apply now with your resume and a cover letter explaining why you're the right fit for Momentum Planning.
