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.

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Perhaps you're currently working as a Client Services Officer, Associate Adviser or Paraplanner and are wondering what the next step looks like.

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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.

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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.

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What You’ll Gain

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Structured pathway toward becoming a Financial Adviser

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Mentoring from experienced advisers

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Exposure to client meetings and advice strategy discussions

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Hands‑on experience across superannuation, retirement planning, investments, wealth protection and estate planning

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Opportunity to complete your Professional Year within an established advice practice

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Large and diverse client base providing exposure to complex advice matters

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Ongoing professional development and technical training

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Supportive team culture where development is genuinely encouraged

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What You’ll Be Doing

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Working alongside advisers to deliver exceptional client outcomes

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Preparing and coordinating both prospect and client review meetings

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Assisting with implementation of advice recommendations

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Supporting advice document preparation and strategy research

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Managing client communications and follow‑up activities

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Liaising with product providers and external professionals

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Maintaining client records and compliance requirements

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Attending client meetings and developing your advice capability over time

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We’d Love To Hear From You If You:

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Have experience working in a financial planning practice

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Currently work as a CSO, Associate Adviser or Paraplanner

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Have completed or are completing an approved financial planning qualification

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Intend to undertake or commence your Professional Year

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Are passionate about helping clients achieve outstanding financial outcomes

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Have excellent communication and relationship‑building skills

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Are organised, proactive and willing to take ownership

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Want a genuine long-term career in financial advice

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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.

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📌 Ready to become a Financial Advisor? Professional Year opportunity (Wollongong)
🏢 Daley
📍 Wollongong