Much more than money, Canberra ACT, Australia
Work Type
FlexibleRole Type
Support StaffEmployment Type
Full TimeAbout the business
Much More Than Money is a financial advice and broker business with offices in Canberra and Sydney. We approach financial advice by placing our focus not on the size of our client’s portfolio’s but instead on their core values and goals. We partner with our clients through their life journey to ensure they get a return on life, not just a return on investment. Increasing value is what we do, but we also give back. A cornerstone of our philosophy is supporting the communities in which we operate, donating a percentage of after-tax profit to charities.
We’ve been around for more than 20 years and we are accelerating our growth. Although we’re considered a larger advice practice, we are a family values-based business and work hard to ensure we have a great culture for our team where people feel genuinely valued and have the opportunity to showcase their strengths.
Learn more about our advice process here:
About the role
As part of our growth, we are expanding our team. We need a Senior Associate to join us as we continue to build Much.
In this role, you’ll be working closely with our Senior Advisers and team members to provide ongoing support and service to our clients, ensuring their affairs are proactively planned and managed to optimise their financial position. Your responsibilities will include client meeting preparation incorporating agenda construction, reviewing strategies and investments and ensuring client files remain compliant. You’ll attend and participate in client meetings and be responsible for the completion of post meeting work including file notes and implementation. You’ll undertake the management of client strategies and advice incorporating the preparation and implementation of applications, submission and tracking of insurance applications, and liaison with external product providers and government departments. You’ll also be looking after the preparation of client files for our paraplanning team.
Perks and benefits
- The opportunity to learn from some of the industry’s best
- Competitive salary
- Flexible working arrangements
- Five weeks of annual leave per year
- Lifestyle and wellness leave (2 days per year)
- Professional development allowance
- Company paid parental leave
- Team bonus
Skills and experience
To be great at this role, we need someone who is client focused and has a growth mindset. We need people who are: –
- Organised, efficient and love being part of a high performing team;
- Focused on providing a high level of service and client satisfaction;
- Able to prioritise and meet deadlines;
- Great with routine and attention to detail; and
- Punctual, reliable and thorough.
You will love learning and growing and have a genuine passion for developing your career in the financial planning industry.
Our successful candidate will ideally have
- Minimum 1 – 3 years’ experience in an advice role or in an Associate role,
- Near completion or enrolled to meet FASEA educational requirements, includes holding a Relevant degree in Financial Planning/Accounting/Economics
More jobs
Zone Financial, St Leonards NSW, Australia
Associate Financial Adviser
This is a career-defining opportunity for someone eager to learn under expert mentorship, partner with sophisticated clients, and build a successful long-term future in a firm that values professionalism, impact, and meaningful relationships.
We are looking for an outstanding communicator and a natural relationship builder - a team player who is motivated by growth and excellence.
Whether you’re ready to begin your Professional Year or have recently completed your PY and AR registration, we’d love to connect.
What you'll be doing;
- Prepare for, attend and contribute to client meetings and strategy sessions
- Collaborate on bespoke financial strategies
- Engage in complex advice areas - investments, SMSFs, trusts, tax planning, retirement, and intergenerational wealth
- Conduct investment analysis and support portfolio construction
- Partner with paraplanning, client service teams, and external professionals
- Deliver exceptional service and thoughtful solutions for clients
St Leonards NSW, Australia
Full Time
In Person
BlueRock, Melbourne VIC, Australia
Senior Associate / Associate Adviser
- Client Relationship Management: Act as the project manager for client engagements - ensuring seamless communication between clients, advisers, specialists and support teams.
- Strategy Development: Lead preparation for Statements of Advice (SoAs) - preparing advice scopes, strategies and research (with support of internal and external resources).
- Meeting Support: Prepare strategic aspects of and present in client meetings.
- Implementation Oversight: Oversee all stages of advice implementation and client administrative requirements, coordinating closely with our offshore administration team.
- Process Improvement: Continuously review and enhance internal processes to drive efficiency and improve client experience.
Melbourne VIC, Australia
Full Time
Flexible
Watson Wealth, MAITLAND
Senior Financial Adviser – Comprehensive Advice
Due to strong business growth, we are seeking a confident and growth-minded Senior Financial Adviser to join our team on a full-time basis.
This is not just a servicing role — it’s a chance to step straight into a business with a strong pipeline of qualified leads, make an immediate impact, and be rewarded for driving growth.
You’ll thrive in our holistic model, collaborating with in-house mortgage and legal divisions so your advice lands faster and more completely.
We’re looking for someone who thrives on meeting new clients, earning their trust, and providing life-changing advice that converts opportunities into long-term relationships, while also managing the ongoing needs of their client base with professionalism and care.
Key Responsibilities
- Meet with qualified new business leads provided by the company and be responsible for engaging them as new clients.
- Utilise exceptional engagement skills to create a memorable financial planning experience for new clients.
- Build rapport quickly, earning trust and creating a lasting client relationship.
- Conduct thorough needs analysis and deliver comprehensive strategies across investments, insurance, superannuation, and more.
- Present advice clearly and articulately, ensuring clients understand the value of advice.
- Collaborate with our paraplanning and admin support teams to minimise administrative burden.
- Manage ongoing client servicing and reviews, maintaining strong and enduring relationships.
- Stay up to date with technical, regulatory, and market developments to provide quality, compliant advice.
MAITLAND
Full Time
In Person