This is an outstanding opportunity for an experienced CSO, Senior CSO or Paraplanner looking to take the next step in their Financial Planning career.
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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.
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Why this role?
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- Genuine opportunity to step up into an Associate Adviser position
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- Supportive team that invests in career development
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- Exposure to sophisticated client strategies
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- Established business with modern systems and processes
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- Work from home flexibility once established
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- Convenient Miranda location close to transport and amenities
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Your responsibilities:
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- Support Advisers throughout the advice process
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- Manage implementation of advice recommendations
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- Prepare review documentation and client meeting materials
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- Attend client meetings and assist with follow‐up actions
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- Liaise with platforms, providers and insurers
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- Maintain accurate client records and documentation
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- Assist with strategy preparation and client service delivery
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About you:
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- Experience within a financial planning practice
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- Solid understanding of advice implementation and client service
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- Excellent attention to detail and organisational skills
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- Strong communication skills
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- Ambition to continue building your career in Financial Planning
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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.
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If you are ready to take the next step in your Financial Planning career, we would love to hear from you.
📌 CSM to Associate Adviser (New South Wales)
🏢 FS Recruitment Solutions
📍 New South Wales
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