Job Description
Do things you love with people you care about and good things happen
BlueRock was created to be different to other firms – a disruptor by nature, and a multidisciplinary firm that is changing the way people and clients view professional services. From day one, that has been a central element that has attracted both clients and people to it. That difference, together with the entrepreneurial drive provided by its founder, Peter Lalor, has enabled BlueRock to grow incredibly quickly.
We love what we do, and we understand how to attract and retain the best talent and clients. From a disruptive startup, BlueRock has grown quickly to become a national business, recognized on Top 100 lists and as a ‘Best Place to Work’ company for many years.
Joining our team means unlocking career growth opportunities, gaining client referrals through our seamless service offerings, and engaging in meaningful work that makes a real impact.
We’re proud to be
B Corp Certified
A Certified Great Place to Work 2026
Not only that, we put our people first, in 2026 our BlueRockers said…
88% of BlueRockers believe that they are given a lot of responsibility
87% of BlueRockers can be themselves
83% of BlueRockers can easily talk to management
About the Wealth team
Mapping out a clear financial future needs a team approach. So our financial planners, estate planners, insurance brokers and investment advisors collaborate on a smart strategy to help our clients accumulate and protect wealth, and meet clients life goals. Plus you will have the opportunity to work alongside Victoria and Australia’s 2026 Holistic Adviser of the Year, IFA Excellence!
What you'll be doing:
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.
Requirements
We want to hear from people who have:
A degree in Financial Planning or Finance/Economics or equivalent work experience
Previous experience managing a portfolio of wealth clients
Experience in Financial Modelling (Xtools+) and preparing advice scopes for complex SOA’s or writing complex SOAs for the provision of holistic advice
Excellent technical capability and understanding of advice strategies
Exceptional communication and interpersonal skills (this role involves being directly involved with clients in all stages of the advice process)
A strong understanding of MS Office, particularly Excel
Exceptional organisational skills
Client-first mindset, adaptability, and genuine interest in continuous improvement
Benefits
We believe in work-life integration and offer a hybrid model that includes both in-office and remote work options. This approach allows our people to find the balance that works best for them, accommodating their individual needs and day-to-day flexibility whilst also recognising the value of connecting in our amazing office.
We believe in giving back – BlueRockers are supported to help communities through Volunteer days and pro bono work!
We have our very own BlueRock public holidays to give our people the day off, on us!
Free weekly lunches, awesome social events (including a social club – winery tours to museum tours), and an amazing headquarters in the CBD.
We’re committed to supporting wellbeing with Gym Allowances and access to 24/7 wellbeing, medical and safety support through our partner Sonder.
Receive mentoring and coaching from industry leaders
We are known for creating plenty of opportunities for growth and promotion
An inclusive and diverse workplace culture centred on meaningful work, wellbeing and fun.
For more amazing perks of working at BlueRock and employee benefits – head to our careers page! Or check us out on our socials and TikTok, @BeBlueRock
How to apply:
If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can't wait to meet you!
For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to John O’Hare at [email protected] or Lee Kelly at [email protected]
Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies.
Even in 2026, it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, ****** orientation, or veteran status.
BlueRock was created to be different to other firms – a disruptor by nature, and a multidisciplinary firm that is changing the way people and clients view professional services. From day one, that has been a central element that has attracted both clients and people to it. That difference, together with the entrepreneurial drive provided by its founder, Peter Lalor, has enabled BlueRock to grow incredibly quickly.
We love what we do, and we understand how to attract and retain the best talent and clients. From a disruptive startup, BlueRock has grown quickly to become a national business, recognized on Top 100 lists and as a ‘Best Place to Work’ company for many years.
Joining our team means unlocking career growth opportunities, gaining client referrals through our seamless service offerings, and engaging in meaningful work that makes a real impact.
We’re proud to be
B Corp Certified
A Certified Great Place to Work 2026
Not only that, we put our people first, in 2026 our BlueRockers said…
88% of BlueRockers believe that they are given a lot of responsibility
87% of BlueRockers can be themselves
83% of BlueRockers can easily talk to management
About the Wealth team
Mapping out a clear financial future needs a team approach. So our financial planners, estate planners, insurance brokers and investment advisors collaborate on a smart strategy to help our clients accumulate and protect wealth, and meet clients life goals. Plus you will have the opportunity to work alongside Victoria and Australia’s 2026 Holistic Adviser of the Year, IFA Excellence!
What you'll be doing:
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.
Requirements
We want to hear from people who have:
A degree in Financial Planning or Finance/Economics or equivalent work experience
Previous experience managing a portfolio of wealth clients
Experience in Financial Modelling (Xtools+) and preparing advice scopes for complex SOA’s or writing complex SOAs for the provision of holistic advice
Excellent technical capability and understanding of advice strategies
Exceptional communication and interpersonal skills (this role involves being directly involved with clients in all stages of the advice process)
A strong understanding of MS Office, particularly Excel
Exceptional organisational skills
Client-first mindset, adaptability, and genuine interest in continuous improvement
Benefits
We believe in work-life integration and offer a hybrid model that includes both in-office and remote work options. This approach allows our people to find the balance that works best for them, accommodating their individual needs and day-to-day flexibility whilst also recognising the value of connecting in our amazing office.
We believe in giving back – BlueRockers are supported to help communities through Volunteer days and pro bono work!
We have our very own BlueRock public holidays to give our people the day off, on us!
Free weekly lunches, awesome social events (including a social club – winery tours to museum tours), and an amazing headquarters in the CBD.
We’re committed to supporting wellbeing with Gym Allowances and access to 24/7 wellbeing, medical and safety support through our partner Sonder.
Receive mentoring and coaching from industry leaders
We are known for creating plenty of opportunities for growth and promotion
An inclusive and diverse workplace culture centred on meaningful work, wellbeing and fun.
For more amazing perks of working at BlueRock and employee benefits – head to our careers page! Or check us out on our socials and TikTok, @BeBlueRock
How to apply:
If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can't wait to meet you!
For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to John O’Hare at [email protected] or Lee Kelly at [email protected]
Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies.
Even in 2026, it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, ****** orientation, or veteran status.
💡 Quick Summary
Seeking a career-building opportunity? The Associate - Wealth Management position is now open for candidates interested in the Back Office Jobs sector. This role in Victoria offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
