Associate Adviser | Financial Services | Newcastle
Newcastle FullTime
Award-winning, full-service firm | Ranked 39 in AFR top 100
Located in our modern office in Newcastle CBD
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 motivatedand career -oriented
Associate Adviser
to join our growing Financial Services team.
This role is ideal for someone whohas completed, or is nearing completion of, their relevant studies and islooking to build a long-term career in financial advice.
Working alongside experiencedadvisers, you will gain valuable exposure to a diverse portfolio of clients,including complex and compelling advice engagements.
Client-focused, you enjoythe challenge of working with technical information and understand theimportance of compliance and implementation to meet our client's financialgoals.
Working closely with ouradvisers, you will be responsible for developing and ensuring theimplementation of a strategy that best fits each client's individual needs.
This is an excellentopportunity for an aspiring financial planning professional who valuesmentorship, 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.
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 ofClient reports on a timely, accurate and cost-effective basis
Preparation ofpresentations to clients
Attendance atclient meetings to take notes and participate
Facilitatethrough the support team the implementation of recommended strategies
Ensure allportfolios recommended are in accordance with Investment Committeerecommendations and compliance requirements
Assist withclient queries and maintaining their portfolios
Ensure allstrategies are focused on the client's needs/objectives
Present atinternal training sessions on relevant issues.
Contribute totechnical articles as required.
Involvement intechnical 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 clear pathway for career growth 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.
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📌 Associate Adviser | Financial Services (New South Wales)
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