Job Description
The BusinessThis financial planning boutique has a solid presence nation-wide, with ambitious goals for both client growth and staff development. With a recently established presence in Shellharbour, they service a large and diverse client book covering high-earning professionals, small-business owners, and retirees. The supportive, well-resourced team has produced several nominees for IFA Excellence Awards, Australian Wealth Management Awards, and winners of Barron's Top Financial Advisers in Australia a testament to their high standards of client care and operational excellence.
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The Opportunity
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The firm is looking for an up-and-coming Associate Adviser who is eager to elevate their career by learning alongside well-respected industry veterans. With a loyal and established book, this is an excellent knowledge accelerator as you gain knowledge across business owners, aging clients, and complex SMSF topics.
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To facilitate the firm's growth, you will be a conduit between existing Advisers and the support teams. This role offers the chance to partner closely with advisers and be a key player in the client's advice journey.
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Established progression and development frameworks are well-supported internally.



Precedent exists for cross-functional moves, linear adviser pathways, and individual mentorship.
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The Role
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Support Senior Advisers with ongoing management of client affairs, including maintenance, strategy preparation, and progress reporting.
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Work in conjunction with Client Service Officers to tailor SOAs and ROAs for clients, reviewing final documents for quality.
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Attend client meetings alongside Advisers, for the purpose of your development and to build your knowledge across complex strategies.
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About you:
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Prior experience in an Associate Adviser or similar role.
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Related degree, with clear progression toward ASIC-approved qualifications.
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Strong technical acumen, high attention to detail and proactive in approach.
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Strategic in your thinking coupled with a commercial mindset.
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Have a solid understanding of tax, superannuation, retirement income streams, investments and financial products.
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Be genuinely passionate and driven to succeed in this industry with impeccable communication and interpersonal skills.
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📌 Financial Planning (New South Wales)
🏢 FAAA Board, Financial Advice Association of Australia
📍 New South Wales