Grow your career in financial planning with a boutique, independent advice practice.

At Addi House, we believe great financial planning is built on exceptional client service, technical excellence and genuine relationships.

We're looking for someone who wants more than just another administration role. This is an opportunity to work directly alongside our Practice Principal, supporting clients while developing the practical skills and technical knowledge that will support a rewarding long-term career in financial planning.

Whether your future lies in client service, operations, paraplanning or financial advice, you'll gain valuable experience across every stage of the advice process while being part of a practice that genuinely invests in its people.

Financial planning is ultimately about people. Technical expertise is essential, but we believe the greatest value we can provide comes from genuinely caring about our clients, communicating with empathy and clarity, and looking for ways to make their lives easier.

If that sounds like the way you approach your work, you'll fit right in at Addi House.

Addi House is a boutique, self-licensed financial planning practice based on the Gold Coast. We work closely with high-income professionals, retirees and business owners under long-term advice relationships, providing strategic, personalised advice that puts our clients' interests first.

Our practice is built on genuine relationships, technical excellence and exceptional client service. We deliberately focus on quality over quantity, taking the time to understand each client's goals and delivering advice that is practical, thoughtful and easy to understand.

As an independent practice, our recommendations are driven solely by what is in our clients' best interests. We're proud of the culture we've built and the long-term relationships we've developed with our clients.

Work Directly with Our Practice Principal

You’ll work closely with Kearsten James, founder and Practice Principal of Addi House.

With more than 20 years' experience in financial planning, Kearsten established Addi House to create the type of advice practice she believed clients deserved—one built on genuine relationships, technical excellence and advice that always puts the client's interests first.

One of the things Kearsten enjoys most is helping people develop.



Rather than sitting in a large office where your role is limited to one small part of the advice process, you'll receive hands‑on mentoring and gain exposure to every aspect of delivering exceptional financial advice and client service.

If you're someone who enjoys learning, asking questions and continually improving, you'll be supported to develop your skills while making a meaningful contribution to the practice.

Why Join Addi House?

This is an chance to be part of a boutique practice where you'll be involved in every aspect of the client journey—not just one small part of it.

You’ll receive hands‑on mentoring, gain broad exposure across client service and advice support, and develop practical skills and technical knowledge that will support a rewarding long‑term career in financial planning.

As the practice grows, there will be opportunities to continue developing your skills and take on greater responsibility in areas that align with both your strengths and the needs of the business.

We offer:

- Salary of $70,000–$90,000 plus super, depending on experience.
- Full‑time, ongoing employment.
- Flexible hybrid or remote working arrangements.
- A supportive, collaborative and client‑first culture.
- Ongoing mentoring and professional development.
- The opportunity to build a rewarding long‑term career in financial planning.

About the Role

This is a full‑time, ongoing position based on the Gold Coast, with flexibility for hybrid or remote work for the right candidate.

You’ll become the primary support person to the Practice Principal, playing an important role in delivering an outstanding client experience while helping ensure the smooth day‑to‑day operation of the practice.

This is a varied role that combines client service, practice administration and paraplanning support.



You’ll gain exposure to every stage of the advice process while developing practical skills and technical knowledge that will support a rewarding long‑term career in financial planning.

Your responsibilities will include:

- Managing new client onboarding and maintaining accurate client records.
- Coordinating platform applications, rollovers and implementation activities.
- Scheduling appointments and managing client communications.
- Acting as a key point of contact for client enquiries via phone and email.
- Preparing meeting documentation and following up outstanding action items.
- Liaising with superannuation funds, investment platforms and other providers.
- Preparing client correspondence and maintaining document templates.
- Assisting with review documents and drafting Records of Advice.
- Supporting the Practice Principal with a variety of operational and project work.

No two days will be exactly the same, giving you the opportunity to build both your technical capability and your understanding of how exceptional financial planning is delivered.

About You

We’re looking for someone who enjoys helping people, takes pride in producing accurate work and is motivated to continue learning.

Ideally, you’ll have:

- Excellent written and verbal communication skills.
- Strong organisational skills and exceptional attention to detail.
- An interest in financial planning and a willingness to continually learn and develop. Whether your long‑term goal is client service, operations, paraplanning or financial advice, we value people who are committed to becoming exceptional at what they do.
- The ability to manage multiple tasks and prioritise effectively.
- Confidence working independently while also enjoying collaboration.
- A positive attitude, initiative and genuine care for delivering an outstanding client experience.

Experience in financial planning or financial services will be highly regarded but is not essential.

Relevant qualifications or current study in financial planning, finance or a related discipline will also be viewed favourably.

We're Not Looking for the Perfect Resume

We’re looking for someone with integrity, curiosity, kindness and a genuine desire to do great work.

Technical skills can be taught. We’re far more interested in finding someone who shares our commitment to delivering exceptional advice, outstanding client service and a genuinely caring experience for every client.

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📌 Client Service & Advice Associate (Gold Coast)
🏢 Addi House
📍 Gold Coast