Description

An excellent opportunity for a Junior Adviser or Associate Adviser to join a well-established self-licensed Private Wealth firm with strong support and a pathway to managing your own clients.

This is a high-quality, low-volume advice business with a long-standing client base and an impressive 99% client retention rate. The firm has excellent infrastructure including dedicated paraplanning and client service support, allowing advisers to focus on clients and strategy rather than administration.

For someone looking to continue developing as a Financial Adviser, this role offers strong mentorship, exposure to quality clients and the opportunity to build your own client relationships over time.

The Role
Working closely with experienced advisers, you will support the delivery of strategic financial advice while continuing to develop your advisory capability.

Responsibilities include:

Supporting advisers with annual review meetings and ongoing client management
Attending client meetings and contributing to the advice process
Preparing strategy papers, modelling and investment recommendations
Conducting analysis across cashflow, debt, superannuation and investment structures
Working closely with the paraplanning and client services team to deliver advice efficiently
Gradually taking responsibility for your own client relationships with guidance from senior advisers
About You
Degree qualified
Completed Professional Year (PY)
3–5 years’ experience in paraplanning, client services or an associate adviser role
Strong technical understanding of financial planning strategies
Confident communicator with strong relationship skills
Motivated to build a long-term career as a Financial Adviser
Why Apply
$120k – $140k + Super
2 days work-from-home flexibility
Excellent paraplanning and client service support
Exposure to high-quality clients and sophisticated advice strategies
Mentorship from experienced advisers
Hybrid working environment
On-site parking
Support for further training and development
Potential profit share / future equity opportunities
This is a great environment for someone who wants to continue developing as an adviser within a well-run private wealth firm.

Apply
If you're a Junior Adviser or Associate Adviser looking to take the next step in your career within a supportive Private Wealth environment, this is an excellent opportunity to continue developing your advisory skills.

Please apply via SEEK or contact James on 0451 831 861 for a confidential discussion.