About the role:

Our client is seeking a CSO ready to take the next step in their career, or an Associate Adviser looking to support a Lead Financial Adviser in delivering high-quality financial advice to clients. You will manage client workflows, assist with strategy development and help implement advice in a technical, fast-paced environment.

Tasks and Responsibilities:

- Support Lead Adviser with client relationship management
- Prepare strategy, modelling and product comparisons
- Draft SOAs and ROAs with internal paraplanners
- Attend client meetings and record key advice outcomes
- Manage workflows and maintain compliant client records

Skills & Experience:

- Strong experience in the financial planning industry in a paraplanning or associate adviser role
- Completed or working towards a FASEA-approved qualification
- Knowledge of super, investments, retirement and insurance advice
- Experience using Xplan and financial planning systems




- Strong written communication and attention to detail

Benefits:

- Structured pathway to Financial Adviser (PY Program)
- One work-from-home day per week
- Mentoring from experienced senior advisers
- Access to technical training and CPD support
- Exposure to complex financial advice strategies

About the Company/Culture:

Our client is a well-established financial planning firm with a strong reputation for delivering high-quality, technical advice. The business has experienced steady growth and provides a structured environment for professionals looking to develop their careers.

Staff enjoy working in this team because of the team-oriented culture, strong mentoring and focus on professional development. The firm values accuracy, accountability and high standards in client service.

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📌 Associate Adviser (City of Gold Coast)
🏢 Bentley Recruitment
📍 City of Gold Coast