- Award-winning, full-service firm | Ranked 39 in AFR top 100
- Located in our modern office in Newcastle CBD

Apply There are three reasons why people enjoy working at Prosperity: Our people, our clients and our innovative culture. We call this our Prosperity DNA.

About Prosperity

Prosperity is an award-winning, mid-tier full-service firm, ranked 39 in AFR top 100. We care about our people and pride ourselves on our values of trust, respect, and innovation, fostering a supportive culture and shared purpose in creating the firm of the future. Prosperity is accredited as a Great Place to Work and has an excellent culture, competitive salary packages & benefits plus modern, attractive offices in three CBD locations.

About The Role

We are seeking a motivated and career-oriented Associate Adviser to join our growing Financial Services team. This role is ideal for someone who has completed, or is nearing completion of, their relevant studies and is looking to build a long-term career in financial advice.

Working alongside experienced advisers, you will gain valuable exposure to a diverse portfolio of clients, including complex and interesting advice engagements. Client-focused, you enjoy the challenge of working with technical information and understand the importance of compliance and implementation to meet our client's financial goals.

Working closely with our advisers, you will be responsible for developing and ensuring the implementation of a strategy that best fits each client's individual needs.

This is an excellent opportunity for an aspiring financial planning professional who values mentorship, continuous learning, and professional development.





About You To thrive in this role and build a successful career in financial services, you will bring:

- Completed or be nearing completion of a relevant degree in Financial Planning, Commerce, Business, or a related discipline.
- Strong technical and research skills with a broad knowledge base and thorough understanding of industry regulations
- Previous experience in a Client Service Manager (CSM), paraplanning, administration, or similar support role within financial services (preferred but not essential).
- Strong attention to detail and excellent communication skills.
- Effective time management skills.
- An ability to develop and build on key relationships with internal stakeholders.
- Self-motivated with the ability to work autonomously.
- Flexible and professional attitude.
- A genuine interest in pursuing a career in financial advice.

Key Responsibilities

- Preparation of Client reports on a timely, accurate and cost-effective basis
- Preparation of presentations to clients
- Attendance at client meetings to take notes and participate
- Facilitate through the support team the implementation of recommended strategies




- Ensure all portfolios recommended are in accordance with Investment Committee recommendations and compliance requirements
- Assist with client queries and maintaining their portfolios
- Ensure all strategies are focused on the client’s needs/objectives
- Present at internal training sessions on relevant issues.
- Contribute to technical articles as required.
- Involvement in technical writing for budget analysis

What We Offer

- Ongoing mentoring and support from experienced financial advisers.
- Exposure to a broad range of clients and complex advice strategies.
- A collaborative and professional team environment.
- Opportunities to develop your technical and client relationship skills.
- A explicit pathway for growth opportunities within the profession.

While this role provides excellent exposure and development opportunities toward an adviser career path, candidates should note that progression into an Adviser position is unlikely within the first 12 months of employment. Why Join Us?

If you are looking for a role where you can continue developing your technical knowledge, learn from experienced professionals, and work with a diverse client base, we would love to hear from you.

Ready to take the next step in your career? Apply today and let’s PROSPER together!

Join our team today!

- Please visit our website
- For a confidential conversation, please contact reach out at [email protected].
- View Prosperity's Recruitment and Selection Privacy Policy

Requirements

Apply

Job Details

Description :

Video

Location

Newcastle

Work Type

FullTime

Salary

Currency

Post Date

2026-08-06

Close Date

Reference

148

📌 Associate Adviser | Financial Services (Newcastle)
🏢 Prosperity Advisers
📍 Newcastle