Swap the city grind for genuine career growth. Immediate Professional Year commencement available.
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Are you ready to build a long-term career in financial advice, with mentoring, client exposure, and a clear pathway to becoming a Financial Adviser?
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A well-established and growing regional financial planning practice is looking for either:
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- A recent Financial Planning graduate
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- An Associate Adviser ready to commence or continue their Professional Year
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This is an outstanding opportunity to join a supportive team where you'll gain hands-on experience, develop your technical and interpersonal skills, and work alongside experienced advisers who are invested in your success.
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About the Practice:
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You'll join a collaborative team of:
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- 3 Financial Advisers
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- Several Accountants
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- Dedicated support staff
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As part of a broader organisation with 100+ employees, you'll benefit from extensive mentoring, collaboration, and networking opportunities while enjoying the close-knit culture of a regional office.
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What You'll Be Doing:
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- Prepare for client meetings, including fact finds, research, modelling, and projections
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- Assist in developing financial strategies and implementing advice
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- Support client reviews, follow-ups, and ongoing service
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- Work closely with experienced advisers and gain genuine exposure to the advice process
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- Progress towards becoming a fully qualified Financial Adviser through your Qualified Year
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About You:
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- Passionate about building a career in financial advice
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- Studying or have completed a Financial Planning degree (or equivalent)
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- Highly organised, proactive, and client-focused
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- Eager to learn, take initiative, and develop professionally
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- Previous experience in a financial planning practice is advantageous, but a positive attitude and willingness to learn are equally important
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What's on Offer:
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- Salary: $70,000-$95,000 + super (depending on experience). Graduates will be considered at the lower end of the salary range.
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- Immediate commencement of the Professional Year pathway
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- Structured mentoring from experienced Financial Advisers
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- Strong career progression within a growing practice
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- Relocation to Bendigo from Melbourne welcomed
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- Supportive team culture with excellent learning and development opportunities
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