Job Description
You'll earn a solid base salary and boost your income with a clear, performance-based bonus system that directly rewards the quality and quantity of your work.
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After completing the initial training, you'll benefit from hybrid working, giving you the flexibility to split your time between home and the office in a way that suits your lifestyle.
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There's also full support to help you progress further, including funding for additional exams and a clear pathway to become a Financial Adviser, so you can advance your career without barriers.
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In the meantime, you'll gain valuable experience by working closely with advisers, helping to shape financial strategies that make a real difference to clients.
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What you'll do

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Conducting in-depth product research to inform financial strategies
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Writing detailed reports that underpin adviser recommendations
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Collaborating with advisers to understand client objectives, risks, and circumstances
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Assisting in the development of tailored financial planning strategies
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Supporting advisers before and after client meetings to ensure smooth execution
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What you'll need

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A Diploma in Financial Planning or an equivalent qualification is essential, but if you're close to completing one, you could still be considered.

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Solid analytical skills and an interest in helping people achieve their financial goals will also serve you well.

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About the company

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True Potential is a well-established UK financial services firm, offering wealth management, financial advice, and investment portfolios. Their model allows advisers to work independently while benefiting from the group's resources, making it a supportive setting for growth opportunities.
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📌 Paraplanner New South Wales
🏢 Exchange Street Claims
📍 New South Wales