Company Description

Braeside Wealth is an independent financial advice firm committed to helping clients live life to the fullest through high-quality, personalised financial advice. The firm provides strategic financial planning and guidance that supports genuine freedom and flexibility.

Braeside

Wealth focuses on building a strong financial backbone for clients, enabling long-term lifestyle and wealth goals. Team members contribute to a client-centric setting where personalised advice and practical solutions are highly valued.

Role Description

Braeside Wealth is looking for a motivated and organised Financial Advice Assistant to join our growing team. This role is ideal for a recent graduate, or someone nearing completion of their degree, who is interested in business, finance and helping people achieve better financial outcomes.

No previous financial planning experience is required. Most importantly, we're looking for someone with a strong work ethic, excellent attention to detail and a genuine desire to build a long-term career in financial advice. This is a full time position based in our Newcastle office. However, we are open to discussing part time arrangements for the right candidate.

Working closely with our advisers, you'll support the delivery of high-quality financial advice and gain exposure to each stage of the advice process, including:

- Preparing client review documentation and reports




- Assisting with research and advice preparation
- Coordinating client communications and follow-up actions
- Maintaining client records and compliance documentation
- Supporting the implementation of advice recommendations
- Assisting with administration and office coordination

This is more than an administration role. You'll learn from experienced advisers, build your technical knowledge and develop the skills required to progress towards a future career as a Financial Adviser.

About you

- Have completed, or expect to complete within the next 18 months, a Bachelor of Commerce, Business or related degree
- Strong written and verbal communication skills
- Excellent attention to detail and organisational skills
- A proactive attitude and willingness to learn
- Previous office, administration, customer service or qualified services experience is favourable but not essential
- Proficiency with Microsoft Office and similar applications

What we offer

- Salary of $60,000 to $70,000 super (FTE)
- Opportunity for performance-based bonuses
- Support with study expenses
- Paid study leave
- Ongoing professional development opportunities
- Mentoring from experienced financial advisers
- A supportive and collaborative team environment
- A clear pathway for career progression, including the opportunity to become a Financial Adviser in the future

📌 Financial Advice Assistant (Newcastle)
🏢 Braeside Wealth
📍 Newcastle