Job Description

You're a year or two into your career as a Paraplanner or Client Services Manager and you're ready for more. This is your shot.

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A fast-growing mid-tier advisory group in Chatswood close to the Metro and onsite parking is expanding and they want someone hungry not someone who's already done it all.

The Role n

You'll sit alongside a lead Financial Adviser day to day, getting real exposure to client work, strategy and holistic advice from the ground up. With 1 year you'll be on track to kick off your Professional Year (PY) and work towards becoming a fully Authorised Representative . The pathway is mapped out, you just have to show up and back yourself.

Day to Day You'll Be: n

Working closely with a lead Financial Adviser in client meetings and strategy discussions

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Helping prepare Statements of Advice (SOAs) and product comparisons

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Building strategy, research and writing SOAs and ROAs.

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Building relationships with real clients along the way

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Gradually taking on your own client relationships

What We're Looking For n

Minimum 2 years experience as a Paraplanner , Client Services Manager (CSM) or Associate Adviser

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Someone who genuinely cares about clients not just ticking boxes

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Good communicator, professional, and keen to grow

What You Get n

$95,000 – $115,000 + Super + Bonus

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A real, structured path to your Professional Year (PY) and Authorised Representative status

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Mentorship from experienced Financial Advisers who actually want to see you succeed

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Flexible working and a genuine team culture

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A rapid-growing boutique financial planning firm where your growth matters

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📌 Associate Adviser - Immediate Start (Sydney)
🏢 Cartwright Jones
📍 Sydney