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.
n
n
Assist Advisers with strategic, comprehensive advice
n
Manage implementation work including applications and lodgements
n
Oversee paraplanning requests and project timelines
n
Prepare advice documentation (SOAs, ROAs) and review materials
n
Support client meetings and maintain strong client relationships
n
Skills & Experience nn
Degree-qualified, working toward a Financial Adviser role
n
2+ years experience as a CSM, Paraplanner, or Associate Adviser in financial planning
n
Ambitious, driven, and self-motivated
n
Detail-oriented and process-driven
n
Xplan experience valued but not essential
n
Benefits nn
Mentorship and transparent career progression toward becoming an Adviser
n
Work in a growing, independent, award-winning firm
n
Discretionary bonuses and attractive salary package
n
Flexible start/finish times and early finish on Fridays
n
Supportive, team-oriented team culture
n
About the company / Culture n
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.
n
People enjoy working here because the team is supportive, celebrates wins, and balances professionalism with fun.
n
Please note only shortlisted candidates will be contacted.