ASPIRING FINANCIAL ADVISER – GOLD COAST/HYBRID – GROWING WEALTH MANAGEMENT FIRM – 9 DAY FORTNIGHT + CAREER PATHWAY (JOB ID 1678)

- Looking for a firm that will genuinely invest in your professional development and long-term success?

- Want flexibility, mentoring and exposure to holistic financial advice within a supportive team environment?

Our client is a progressive and growing wealth management firm on the Gold Coast, providing holistic financial advice across wealth creation, superannuation, retirement planning, insurance, investments and estate planning.

With a loyal and established client base, modern systems and a collaborative team culture, the firm is committed to developing future advisers through structured mentoring, hands-on experience and clear career progression pathways. Their people-first approach has created an environment where ambitious professionals are supported to grow, succeed and build rewarding long-term careers.

This is an excellent opportunity for an Associate Adviser or experienced Client Services professional seeking greater responsibility, adviser exposure and a genuine pathway towards becoming a Financial Adviser.

The Role:

- Support Advisers in managing client relationships and delivering exceptional client service

- Assist with strategy development across wealth creation, superannuation, insurance, investments and estate planning

- Prepare and coordinate advice documentation and supporting materials

- Conduct research and analysis to support client recommendations and financial strategies





- Maintain accurate client records and documentation within Xplan

- Ensure compliance with regulatory requirements and licensee standards

- Liaise with clients, advisers and support staff throughout the advice process

- Assist with implementation and ongoing management of client strategies

- Contribute to team collaboration and continuous improvement initiatives

- Monitor and report on client outcomes, progress and action items

About You:

- 2+ years’ experience within the financial advice industry

- Previous experience as an Adviser, Client Services Officer or Paraplanner highly regarded

- Progress towards relevant financial planning qualifications or willingness to complete

- Working knowledge of Xplan

- Strong organisational and administrative skills

- Excellent verbal and written communication abilities

- Client-focused with a genuine passion for helping people achieve their financial goals

- Ability to work independently while contributing positively to a team environment

- High attention to detail and strong compliance awareness

- Proactive, motivated and eager to build a long-term career in financial advice

What’s On Offer:





- Explicit pathway towards becoming a Financial Adviser

- Structured mentoring and career development support

- Flexible working arrangements including work-from-home options

- 9-day fortnight

- Quarterly performance bonuses and additional incentives

- Competitive salary package based on experience

- Exposure to a large and loyal client base

- Modern systems and technology-driven processes

- Ongoing professional development and training

- Supportive, collaborative and high-performing team environment

- Strong work-life balance and people-first culture

- Opportunity to build a long-term career within a growing wealth management firm

This is an outstanding opportunity for an aspiring Financial Adviser seeking genuine career progression, mentoring and adviser exposure within a successful and growing wealth management practice. Join a team that values initiative, supports professional growth and provides a clear pathway towards a rewarding future in financial advice.

Please note: This job is based in Australia therefore, only candidates who are permanent residents or citizens of Australia will be considered.

HOW TO APPLY

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📌 Aspiring Financial Adviser – Gold Coast/Hybrid – Growing Wealth Management Firm – 9 Day Fortnight + Career Pathway (City of Gold Coast)
🏢 CDMGURU
📍 City of Gold Coast