This is an outstanding opportunity for an experienced CSO, Senior CSO or Paraplanner looking to take the next step in their Financial Planning career.

Join a well-established, self-licensed advice firm with a strong reputation for personalised advice, long-term client relationships and a genuinely supportive culture. You will work closely with experienced Advisers, gain greater exposure to strategy and client engagement, and play a key role in the advice process.

Why this role?

- Genuine opportunity to step up into an Associate Adviser position
- Supportive team that invests in career development
- Exposure to sophisticated client strategies
- Established business with modern systems and processes
- Work from home flexibility once established
- Convenient Miranda location close to transport and amenities

Your responsibilities:

- Support Advisers throughout the advice process
- Manage implementation of advice recommendations
- Prepare review documentation and client meeting materials




- Attend client meetings and assist with follow‑up actions
- Liaise with platforms, providers and insurers
- Maintain accurate client records and documentation
- Assist with strategy preparation and client service delivery

About you:

- Experience within a financial planning practice
- Solid understanding of advice implementation and client service
- Excellent attention to detail and organisational skills
- Strong communication skills
- Ambition to continue building your career in Financial Planning

This is a rare opportunity to join a business where you will be supported, valued and given the opportunity to grow. You will be part of a close‑knit team that genuinely enjoys working together and is committed to delivering high-quality advice and service.

If you are ready to take the next step in your Financial Planning career, we would love to hear from you.

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📌 CSM to Associate Adviser (Sydney)
🏢 FS Recruitment Solutions
📍 Sydney