16 Sep
|
Very Lucky Ventures
|
New South Wales
16 Sep
Very Lucky Ventures
New South Wales
Job Description
Who we are
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We're Very Lucky Ventures (VLV) - we partner with founder-led financial advice firms across Australia doing $2M-$10M+ in revenue, who are looking to scale. We help by building the team, tech and process that differentiate them from the old-era of financial advice.
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The role
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- Supporting a Senior/Lead Adviser across the full client journey - prep, research, strategy, implementation
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- Real exposure to complex advice, not just admin and diary management
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- A transparent runway toward full authorisation
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- Sydney and Melbourne-based, with firms that actually invest in tech (not spreadsheets held together with hope)
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What you'll bring
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- FASEA-compliant degree, completed or close to it
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- Professional Year underway or completed
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- 1+ years in a financial planning support role - Associate, Client Services, or Paraplanning
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- Genuine curiosity about advice, not just chasing the letters after your name
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Not for you if
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- You want to coast - these firms move fast and expect you to keep up
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- You're chasing a full book straight away - this is the step before that, not a shortcut around it
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Why bother
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- We only work with firms we genuinely recommend and work with personally.
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- The firms we work with are all investing heavily into their tech, team and processes.
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- Every firm we work with is scaling, so there's a real ceiling above this role, not just a job title.
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We're always talking to good Associate in Sydney & Melbourne.
📌 Associate Adviser (New South Wales)
🏢 Very Lucky Ventures
📍 New South Wales