Our client is a leading group of Chartered Accountants and Business Advisors, with over 100 partners and 1,000 professional staff across both Australia and New Zealand. Our client is looking for an enthusiastic Assistant Advisor to join their Wealth Advisory team. In this role, you’ll play a pivotal part in guiding individuals towards strong financial futures. Through creating tailored strategies, you’ll help clients achieve their investment, retirement, and wealth management goals. Key responsibilities Contributing to new and existing client meetings Partnering with Senior Advisors to lead client relationships Assisting Partners in developing high-level, complex strategy advice documents Conducting investment analysis, portfolio construction, and management Researching and designing financial strategies across wealth accumulation, tax minimisation, debt management, estate planning, and asset protection Providing strategic input for client review documents Implementing client recommendations, including portfolio trading, to bring strategies to life Addressing client queries and collaborating with other professionals to deliver exceptional outcomes Requirements for the role A degree in Commerce, Economics, or a related discipline (preferred) 1-2 years of experience in financial planning, superannuation, technical roles, or accounting (ideal but not essential) A growth mindset and a desire to invest in your personal and professional development Exceptional client service skills and outstanding written and verbal communication Strong problem-solving abilities and lateral thinking Proficiency in Word, Excel, and analytical tools A positive, personable attitude and a passion for building a long-term career Perks Clear professional pathway to the role of Advisor with educational support along the way Hybrid Working Arrangements - 2 days from home Salary Continuance Insurance for all employees Leading learning and development program for junior employees Professional year support Social Club Events Access to an In-house psychologist And More If you’re ready to join a company which values your professional development through your career, submit your Resume today