Launch Your Career in Financial Advice Are you looking for a rewarding career where you can make a real difference in people's lives?
We are looking for a motivated individual to join our client's team in Inverell .
This is a structured career pathway designed to develop you into a qualified Financial Adviser through hands-on experience, mentoring and ongoing professional development.
No previous financial planning experience is required, just a genuine interest in helping people achieve their financial goals and a willingness to learn.
About The Company Be part of a financial advisory business with genuine scale and reach.
They have 16 offices across NSW, VIC and QLD, delivering accounting, tax, bookkeeping, financial planning and SMSF services, backed by modern cloud-based tools and systems.
The company believes great advisers are developed through experience, mentoring and continuous learning.
With a strong focus on mentoring and professional development, the business prides itself on creating a supportive, collaborative and values-driven working environment.
About The Opportunity The primary purpose of this position is to support experienced advisers across all aspects of financial advice while you develop into a qualified Financial Adviser through a structured career pathway.




Some of your responsibilities will include: Assisting advisers with preparing financial advice and client strategies Researching superannuation, investment, insurance and retirement planning solutions Preparing client meeting documentation and follow-up correspondence Attending client meetings and taking meeting notes Liaising with clients, product providers and external stakeholders Supporting the implementation of financial advice recommendations Learning compliance and regulatory requirements About You The successful candidate will have: A genuine interest in financial advice and helping clients achieve their goals Solid analytical and problem-solving skills Proficiency in Microsoft Office Strong communication and interpersonal skills, with excellent attention to detail and organisational ability A positive attitude, willingness to learn and a strong work ethic A Bachelor's degree in Business, Commerce, Finance, Accounting, Economics or a related discipline (desirable, not essential) What's in it for You?
Rewarding Career | Make a Real Difference in People's Lives Structured Pathway to Becoming a Financial Adviser Comprehensive On-the-Job Training One-on-One Mentoring from Experienced Advisers Ongoing Professional Development

📌 Assistant Financial Adviser (New South Wales)
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📍 New South Wales