Associate Adviser

Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.

Position Overview

We are currently seeking a motivated Associate Adviser to support our team of experienced Advisers in delivering exceptional financial planning and investment services to our clients. This is an excellent opportunity for someone with a passion for financial planning and a client-centric mindset looking to further develop their career in wealth management.

As an Associate Adviser, you will play a vital role in supporting Advisers with the full scope of financial planning and investment activities. From client meeting preparation, executing investment strategies and producing high-quality documentation, your contribution will ensure our clients continue to receive trusted, personalised advice and service.

This role is suited to someone who is highly proactive and thrives in a collaborative and fast-paced environment. If you’re detail-focused, eager to learn and looking to deepen your experience in wealth management profession, we want to hear from you.

Position Requirements:

To be successful in this position, you will need:

• At least 12 months experience in an Associate Adviser, Paraplanner, or similar role within a financial planning practice, with exposure to the end-to-end advice process.
• A tertiary qualification in Financial Planning, Commerce, Economics, Business, or a related discipline.
• Previous experience preparing high-quality advice documentation, including Statements of Advice (SOAs) and Records of Advice (ROAs), ensuring accuracy, compliance and attention to detail.
• A sound understanding of financial planning strategies across a broad range of advice areas, including superannuation, retirement planning, personal insurance, investments, and Self-Managed Super Funds (SMSFs).
• Proficiency in the Microsoft Office Suite, particularly Excel, Outlook, Word, and PowerPoint, with the ability to efficiently produce professional documentation and manage workflows.
• Exceptional attention to detail and highly developed organisational skills, with the ability to manage competing priorities and consistently meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills, with the ability to prepare clear, concise documentation and build effective relationships with clients and colleagues.
• A client-first mindset, demonstrating professionalism, integrity, and a genuine commitment to delivering exceptional client outcomes.
• A collaborative approach to working within a team, while also being self-motivated and able to work independently when required.
• A strong understanding of the regulatory and compliance environment governing financial advice, with a commitment to maintaining high professional and ethical standards.

What is in it for you:

We’re proud of the environment we’ve created – one where our people feel supported, valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth, here are some reasons to want to join our team:

• A culture where you’ll thrive: Our culture is one of our greatest strengths. You’ll join a team that genuinely lives its values – Fun, Family, Empowerment, and Excellence. We celebrate wins, support each other, and show up with pride and purpose.
• A well-connected location that supports your active lifestyle: Based on St Kilda Road (Melbourne), with modern office facilities and end-of-trip amenities so you can walk, jog or ride to work with ease.
• Various benefits and leave entitlements: Salary continuance insurance, monthly massages, gym subsidies, corporate volunteering opportunities and various leave options.
• Commitment to professional growth: Access to learning opportunities to support career development and continuous learning.

How to apply – cover letter is essential!

To apply, applications should include a current CV with a cover letter that highlights how your qualifications, skills, and experience align with the role and how you’d contribute to Hewison Private Wealth’s culture. Applications without a cover letter will not be considered.

For further information about this position or the recruitment process, please contact Erin Parker (Head of People & Culture) via erin.parker@hewison.com.au. 

Applications close: Sunday, 16 August 2026. We encourage early applications as interviews may commence before the closing date.