AAMAdvice Associate Melbourne CBD Market Rate Full TimeApplyAbout the roleJoin a well-established national private wealth advice firm as an Advice Associate, supporting a team of advisers in developing and implementing tailored financial strategies for clients such as business owners, retirees, executives, professionals and expatriates. You'll be involved from the start of each client relationship, handling file establishment, AML and CRM setup, account openings, rollovers, form lodgement, risk insurance applications and service agreements, and may also help prepare financial models, cashflows, Statements of Advice and Records of Advice. This is a great fit for an organised, detail-focused professional who wants to build a long-term career in financial advice within a collaborative, growing team.

JCJunior CSO $60000 - $65000 Full TimeApply

CSAClient Services Assistant Market Rate Part Time Until GraduationApplyAbout the roleJoin a financial advice firm as a Client Services Assistant, a part-time role with flexible hours for the right candidate. You'll play a key support role within the advisory team, handling daily tasks with care and accuracy while providing administrative support and basic financial planning assistance. Candidates from a variety of backgrounds are welcome if they bring strong attention to detail, Microsoft Office proficiency, outstanding customer service, and excellent written and verbal communication.

GCSGraduate/Junior Client Service Manager $60000 - $65000 Full TimeApplyAbout the roleStep into a long-term career in financial advice with this graduate client service role at a boutique advice practice, ideal for a Financial Planning graduate or student nearing completion. You'll work closely with senior advisers and clients, preparing documentation and reports, maintaining accurate compliance records, and supporting the delivery of advice across superannuation, investments, retirement, estate and tax planning. With mentoring, hands-on exposure to a broad and varied client base, and a clear pathway toward becoming an adviser, it suits a detail-oriented, organised communicator who is committed to growing within the profession.

CSOClient Services Officer $75000 - $85000 Full TimeApplyAbout the roleJoin a fast-paced Client Services role supporting advisers with administration and implementation for both existing clients and those being onboarded. You'll assist clients invested across retail platforms, industry funds and Self-Managed Super Funds, working within a knowledgeable and supportive team at a stable, well-established business. There is genuine opportunity to grow in the role if you want it, making it a great fit for an organised, service-minded professional with an interest in financial services.

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