Location: Dee WhyEmployment Type: Full time | Monday to Friday
Salary: $90,000 - $110,000 (depending on experience and qualification) + superannuation + laptop
About Finsura Wealth Management
Finsura Wealth Management is a growing financial advice business servicing clients across the Sydney Northern Beaches.
We are committed to providing high-quality, personalised financial advice that helps clients achieve their financial goals and build long-term confidence in their financial future.
We are seeking an Associate Adviser to join our team and support the delivery of quality, compliant financial advice while developing their skills and progressing toward becoming an authorised Financial Adviser.
This is an exciting opportunity for someone who is currently undertaking their Professional Year or has recently completed their Skilled Year and is looking to build their career within a supportive and experienced advice team.
About the Role
The Associate Adviser role provides structured development, hands-on client exposure, and the opportunity to work closely with experienced advisers.
You will be actively supported to develop your technical knowledge, client engagement skills, and confidence as an adviser while contributing to real client outcomes from the beginning.
You will gain exposure to all aspects of the advice process, including client meetings, research, advice preparation, implementation, and ongoing relationship management.
Key Responsibilities
As an Associate Adviser, you will:
Attend client meetings with senior advisers and progressively take responsibility for leading sections of client discussions.
Assist with the preparation of Statements of Advice (SOAs) and Records of Advice (ROAs).
Conduct research and analysis across investments, superannuation, insurance, and financial strategies.
Prepare advice documentation and support the delivery of compliant, high-quality financial advice
Ensuring advice preparation and documentation meets licensee and regulatory requirements.




Maintaining accurate client records and CRM information.
Develop and maintain robust client relationships as your capability and confidence grows.
Support client communications, meeting preparation, follow-ups, and administration activities.
Participate in networking and business development activities to support the growth of the Finsura Wealth Management brand.
For candidates undertaking their Professional Year, you will:
Complete all Professional Year requirements and milestones.
Maintain competency records and learning logs.
Participate in supervised advice activities and adviser development sessions.
Receive structured guidance and mentoring from experienced advisers.
Progress towards becoming an authorised Financial Adviser.
About You
You will be a motivated and client-focused professional who is passionate about building a career in financial advice.
You will ideally have:
A Financial Planning approved degree qualification and be eligible to commence or have commenced the Professional Year pathway.
Completion of, or progression through, the Professional Year program (preferably Q3 or Q4).
Strong written and verbal communication skills.
A genuine interest in financial markets, investments, and helping clients achieve their goals.
A strong commercial mindset and desire to contribute to a growing advice business
Strong attention to detail and the ability to manage multiple priorities.
A willingness to learn, develop, and take ownership of your professional growth.
This role offers an accelerated pathway toward becoming a Financial Adviser, with:
Structured development milestones and mentoring support.
Exposure to a diverse range of clients and financial advice strategies.
The opportunity to learn from an experienced financial planning team.
Internal referral opportunities while also developing your own professional networks.
The opportunity to grow your career within an expanding advice business.
Thank you for your interest in our organisation and this role.
Please note that only shortlisted candidates will be contacted for an interview.
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📌 Associate Adviser (Professional Year Pathway / Financial Adviser) (New South Wales)
🏢 Finsura Holdings
📍 New South Wales