The Business

MISSO Wealth Management is a leading wealth management practice located in the Brisbane CBD financial district. We are a professional firm who has been focused on providing quality fee for advice service to high-net-worth clients for over 25 years. Our culture is built on clear values that encourage continuous learning, personal growth and a shared commitment to delivering high-quality outcomes for our clients.

Misso Wealth Management are part of Focus Partners Australia, a leading multidisciplinary financial services firm providing wealth management, accounting, taxation and credit advisory services.

The Role

Our business is experiencing robust growth, and we are seeking an undergraduate studying a finance -related degree who is in their penultimate or final year of study. This is a casual chance, with the ideal candidate being able to work three days per week (days and hours negotiable), with a planned transition to full-time employment within 12 months.

This role has been designed as a genuine pathway into a long-term career in financial advice. Working closely with experienced advisers and industry professionals, you will receive mentoring, hands-on training, and exposure to every stage of the client advisory process. You will gain practical experience supporting high-net-worth clients while developing the technical, analytical, and relationship management skills required to progress toward an Adviser career path.

Your responsibilities will include

- Assisting with client meeting preparation, including gathering information from investment providers, banks and insurers;
- Managing client documentation and records, including processing and lodging advice-related paperwork with third-party providers to implement recommendations;
- Supporting the preparation of written advice for clients, technical strategy, financial analysis and modelling utilising XPLAN software;




- Reviewing and proof-reading advice documents and financial analysis to ensure accuracy and quality;
- Assisting with the implementation and project management of client advice recommendations;
- Managing client enquiries and building professional relationships through phone, email and face-to-face interactions; and
- General administrative functions as required to serve our clients and deliver our client promise.

Your Skills & Experience To meet our client expectations, it will be important you have:

- recent experience in a service industry to understand customer service communications and how a professional business works;
- solid results demonstrating commitment that you want to build a long-term career in the financial advice industry;
- a passion for accuracy and attention to detail;
- exceptional organisation skills and a drive to get things done;
- effective written and verbal communication skills;
- well-developed interpersonal skills and enjoy working closely with other team members; ability to comfortably interact with clients in a professional manner with a passion for service and exceeding client expectations;
- a logical and orderly approach in the way you go about completing tasks; and
- excellent keyboard and Microsoft Office skills.

There is an expectation you will continue post graduate financial planning studies in the early part of your journey with us to continuously improve in the field and this will be financially supported in addition to a market-based salary. Applications MUST be made directly to MISSO Wealth if you wish to be considered for this role.

Our dynamic team, growing practice and friendly and supportive working environment will provide opportunities for advancement. If the prospect of working in a professional advisory business which helps clients maintain all aspects of their finances excite you, we invite you to apply.

Please apply with a personalised covering letter detailing why you wish to be considered for this role, including a brief synopsis of your story to now including a comprehensive resume

📌 Advice & Client Service Associate (Brisbane)
🏢 Focus Partners Australia
📍 Brisbane