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 responsibilitiesPreparing client review documentation and reportsAssisting with research and advice preparationCoordinating client communications and follow-up actionsMaintaining client records and compliance documentationSupporting the implementation of advice recommendationsAssisting with administration and office coordinationAbout youHave completed,



or expect to complete within the next 18 months, a Bachelor of Commerce, Business or related degreeStrong written and verbal communication skillsExcellent attention to detail and organisational skillsA proactive attitude and willingness to learnProficiency with Microsoft Office and similar applicationsPrevious office, administration, customer service or professional services experience is favourable but not essentialSalary of $60,000 - $70,000 + super (FTE)Opportunity for performance-based bonusesSupport with study expensesPaid study leaveMentoring from experienced financial advisersA supportive and collaborative team environmentA clear pathway for career progression, including the chance to become a Financial Adviser in the futureAbout usBraeside Wealth is an independent financial advice firm committed to helping clients live life to the fullest through high-quality, personalised financial advice.
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📌 Financial Advice Assistant (New South Wales)
🏢 Braeside Wealth
📍 New South Wales