Job Description
Ready to become a Financial Advisor? Professional Year opportunity
n
You've built the foundations. Now it's time to build the career.
n
Perhaps you're currently working as a Client Services Officer, Associate Adviser or Paraplanner and are wondering what the next step looks like.
n
You enjoy financial planning, want to work directly with clients, and ultimately see yourself as a Financial Adviser. The challenge is finding a business genuinely committed to helping you get there.
n
At Daley Financial Planning, we're looking for someone who wants more than another back office role. We are seeking a future adviser who is ready to develop their technical knowledge, build client relationships and progress toward completing their Professional Year within a supportive and experienced advice team.
n
What You'll Gain
n
Structured pathway toward becoming a Financial Adviser
n
Mentoring from experienced advisers
n
Exposure to client meetings and advice strategy discussions
n
Hands‐on experience across superannuation, retirement planning, investments, wealth protection and estate planning
n
Opportunity to complete your Professional Year within an established advice practice
n
Large and diverse client base providing exposure to complex advice matters
n
Ongoing professional development and technical training
n
Supportive team culture where development is genuinely encouraged
n
What You'll Be Doing
n




Working alongside advisers to deliver exceptional client outcomes
n
Preparing and coordinating both prospect and client review meetings
n
Assisting with implementation of advice recommendations
n
Supporting advice document preparation and strategy research
n
Managing client communications and follow‐up activities
n
Liaising with product providers and external professionals
n
Maintaining client records and compliance requirements
n
Attending client meetings and developing your advice capability over time
n
We'd Love To Hear From You If You:
n
Have experience working in a financial planning practice
n
Currently work as a CSO, Associate Adviser or Paraplanner
n
Have completed or are completing an approved financial planning qualification
n
Intend to undertake or commence your Qualified Year
n
Are passionate about helping clients achieve great financial outcomes
n
Have excellent communication and relationship‐building skills
n
Are organised, proactive and willing to take ownership
n
Want a genuine long-term career in financial advice
n
At Daley Financial Planning, we're passionate about developing great advisers, not simply hiring them. If you've reached the point where you're ready to stop supporting the advice process and start building a career delivering advice yourself, we'd love to hear from you.

📌 Ready To Become A Financial Advisor? Professional Year Opportunity (Wollongong)
🏢 Daley
📍 Wollongong