About the role

Join a quick-growing independent financial planning firm as an Associate Adviser. Work closely with Advisers, assist with strategies, attend client meetings, and support the delivery of exceptional advice. This role is client-facing with strong development opportunities toward becoming a Financial Adviser.
Assist Advisers with strategic, comprehensive advice
Manage implementation work including applications and lodgements
Oversee paraplanning requests and project timelines
Prepare advice documentation (SOAs, ROAs) and review materials
Support client meetings and maintain solid client relationships

Skills & Experience
Degree-qualified, working toward a Financial Adviser role
2+ years experience as a CSM, Paraplanner, or Associate Adviser in financial planning
Ambitious, driven, and self-motivated
Detail-oriented and process-driven




Xplan experience valued but not essential

Benefits
Mentorship and explicit career progression toward becoming an Adviser
Work in a growing, independent, award-winning firm
Discretionary bonuses and attractive salary package
Adaptable start/finish times and early finish on Fridays
Supportive, cooperative team culture

About the company / Culture

Small but high-performing firm based in the inner suburbs of Brisbane, with a team of around 10 staff. Provides fully independent, fee-for-service holistic advice.

People enjoy working here because the team is supportive, celebrates wins, and balances professionalism with fun.

Please note only shortlisted candidates will be contacted.
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📌 Associate Adviser Brisbane City (Australia)
🏢 Bentley
📍 Australia