Advice Associate – Join a Team That Feels Like Family About Us
At Family Financial Solutions, we're proud of two things:
(1) Years of combined experience across our team, and
(2) the genuinely supportive, friendly, down‐to‐earth culture we've built.
We love what we do, helping families and individuals feel confident, informed, and in control of their financial world.
We break down complex ideas, partner closely with our clients, and guide them through decisions that shape their lives.
Importantly, we're a team that cares deeply about each other and our clients.
People come to us for expertise but stay because we make the journey easy, educational, and personal.
If you want to do meaningful work with a team that values humour, collaboration, and professionalism in equal measure, you may have just found your new home.
The Role – Advice Associate
We're looking for an Advice Associate who loves detail, enjoys problem‐solving, and gets satisfaction from knowing their work makes a real difference to clients' lives.
In this role, you'll work closely with our Financial Advisers and wider team to help create high-quality advice that clients genuinely understand and feel good about.
You'll be involved in everything from preparing advice documents to researching strategies, and ensuring everything we deliver meets our high compliance standards.
Your day-to-day will include:
- Preparing and reviewing SOAs, ROAs, and supporting advice documents
- Researching financial products and strategies
- Supporting advisers in and around their client meetings.
- Maintaining accurate client records
- Ensuring all advice meets compliance and regulatory standards
- Helping deliver a friendly, positive, and memorable client experience
- Working closely with a fun, supportive team that values contribution and initiative
About You
You don't need to tick every box, but here's what helps you thrive in this role:
- Experience in financial services or advisory support (preferred)
- Clear, confident written and verbal communication
- Strong attention to detail, especially when it comes to the implementation of advice
- Ability to navigate financial software and learn new systems quickly
- A positive attitude and a collaborative working style
- Initiative, great organization skills, and a willingness to grow
- Someone who wants to help improve things and share ideas with the team
What You'll Love About Working With Us
- A friendly, fun, caring team that genuinely enjoys working together
- A workplace where your ideas are valued and your development matters
- The chance to work closely with clients and see the real impact of your work
- A supportive environment with structure, clarity and plenty of laughs
- A company built on trust, relationships, and doing the right thing every time
If you're looking for a role where you can grow, contribute, and be part of something meaningful, while working with a team that makes every day enjoyable, we'd love to hear from you.
Advice Associate in Melbourne employer: Family Financial Solutions
At Family Financial Solutions, we pride ourselves on our supportive and friendly culture that feels like family. As an Advice Associate, you'll not only have the opportunity to make a meaningful impact on clients' lives but also enjoy a workplace where your ideas are valued, and your professional growth is nurtured. With a focus on collaboration, humour, and a genuine commitment to doing the right thing, you'll find a fulfilling career in a team that truly cares about each other and the clients we serve.
Contact Details:
Family Financial Solutions Recruitment Team
