• Dynamic financial services environment
• 20 days annual leave + 10 out of office days
• Hit the ground running & feel appreciated

WHK is the fifth largest accounting business in Australasia and the largest provider of accounting and related services to the SME and High Net Worth market. There are 20 firms and more than 3,200 people across Australia and New Zealand. WHK is also a member of Crowe Horwath International, one of the Top 10 global accounting firms.

At WHK we pride ourselves on our ability to provide Total Financial Solutions and exceptional service to our clients and it’s our people and culture that make WHK Melbourne a great place to work.  

As an Associate Adviser, you will play a key role in the achievement of our exciting and realistic growth objectives.  Supporting Advisers and Principals in our wealth management division, you will be responsible for providing strategic financial planning and investment advice to a sustainable and profitable portfolio of clients.

Key responsibilities will include:

• Providing advice and delivering solutions to meet client needs
• Sourcing clients to expand on the Firm’s already impressive client base
• Servicing & building on existing strong business relationships
• Supervising and completing the advice production process whilst adhering to firm guidelines and best practice
• Maintaining accreditation, and expanding industry & professional knowledge

Keen to make a difference to your clients and with a passion for a busy position with lots of variety, you will be focused, well organised and suitably experienced.  Naturally you will be highly personable with a real flair for dealing with clients face to face and over the phone.

You will hold a tertiary qualification (preferably in a business discipline) in addition to the Advanced Diploma of Financial Services (Financial Planning) or equivalent and be progressing towards becoming a certified financial planner.

In return, WHK Melbourne provides a professional and friendly work environment with ongoing training, impressive benefits and a genuine focus on achieving a work/life balance.

To express your interest please click the APPLY NOW button and complete our online application process.

Previous applicants need not apply.