Job Description
Associate (Pathway to Professional Year)
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At Link Wealth Group, our mission is to empower Australians to live meaningful lives and create lasting impact through exceptional financial services.
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We are seeking a career-mindedAssociate to join our team and embrace our values of Integrity, Excellence and Innovation.
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What you'll be doing day to day
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As an Associate, you will work closely with Financial Advisers to deliver exceptional advice and service to clients. Your responsibilities will include:
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Preparing advice documentation, Statements of Advice (SOAs), financial modelling and research to support the delivery of client advice.
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Assisting with strategy implementation and the preparation of client recommendations.
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Participating in client meetings and help maintain strong, professional client relationships.
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Managing client records, meeting preparation, and follow-up actions to ensure a smooth advice process.
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Responding to client enquiries and liaise with product providers to support ongoing client service.
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Ensuring all advice documentation and client files are accurate, compliant, and completed in line with regulatory requirements.
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What we're looking for
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1-2 years' experience in a financial planning, paraplanning, or associate role.
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Relevant tertiary qualifications in Business, Finance,



Commerce, or a related field (mandatory).
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RG146 compliant, with a genuine interest in progressing towards a Financial Adviser career pathway.
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Strong analytical and problem-solving skills, with the ability to research and interpret technical information.
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High attention to detail and a commitment to delivering accurate, compliant work.
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Experience using financial planning software and CRM systems is advantageous, but not essential.
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At Link Wealth, we pride ourselves on being down to earth, collaborative and genuinely invested in our team. You'll be supported, trusted and encouraged to bring your ideas to life.
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We believe in growth and development. Our commitment to promoting from within means you'll have genuine opportunities to build your skills and progress your career.
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What's on offer
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Market-competitive salary package: $75,000 – $90,000 (commensurate with experience)
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A clearly defined career pathway and Qualified Year support.
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Ongoing one-on-one mentorship, development and support.
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Exposure to the end-to-end financial planning process.
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A team that genuinely invests in your long-term success.
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Hybrid working after probation.
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Sonder EAP for health and wellness.
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📌 Associate (Pathway To Professional Year) (South Australia)
🏢 Link Wealth Group
📍 South Australia