Job Description
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 chance 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
Strong 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.

📌 Csm To Associate Adviser (New South Wales)
🏢 FS Recruitment Solutions
📍 New South Wales