Who we areWe're Very Lucky Ventures (VLV) - we partner with founder-led financial advice firms across Australia doing $2M-$10M+ in revenue, who are looking to scale.
We help by building the team, tech and process that differentiate them from the old-era of financial advice.The roleSupporting a Senior/Lead Adviser across the full client journey - prep, research, strategy, implementationReal exposure to complex advice, not just admin and diary managementA explicit runway toward full authorisationSydney and Melbourne-based, with firms that actually invest in tech (not spreadsheets held together with hope)What you'll bringFASEA-compliant degree, completed or close to itProfessional Year underway or completed1+ years in a financial planning support role - Associate, Client Services,
or ParaplanningGenuine curiosity about advice, not just chasing the letters after your nameNot for you ifYou want to coast - these firms move fast and expect you to keep upYou're chasing a full book straight away - this is the step before that, not a shortcut around itWhy botherWe only work with firms we genuinely recommend and work with personally.The firms we work with are all investing heavily into their tech, team and processes.Every firm we work with is scaling, so there's a real ceiling above this role, not just a job title.
#J-*****-Ljbffr
📌 Associate Adviser (Sydney)
🏢 Very Lucky Ventures
📍 Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.