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.
This is a full-time role, but this is negotiable for students completing their studies. 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. 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.
Key responsibilities
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
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
Proficiency with Microsoft Office and similar applications
Previous office, administration, customer service or professional services experience is favourable but not essential
Advantages
Salary of $60,000 - $70,000 + super (FTE)
Chance 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 workplace
A clear pathway for career progression, including the opportunity to become a Financial Adviser in the future
About us
Braeside Wealth is an independent financial advice firm committed to helping clients live life to the fullest through high-quality, personalised financial advice.
📌 Financial Advice Assistant Hamilton South
🏢 Braeside Wealth
📍 Hamilton
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