Are you looking for a rewarding career where you can make a real difference inpeople's lives?
We are looking for a motivated individual to join our client's team in
Shepparton
. 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 career development, the business prides itself on creating a supportive, collaborative and values‐driven working environment.
About The Prospect
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
Strong 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'sLives
Structured Pathway
to Becoming a Financial Adviser
One-on-One Mentoring
from Experienced Advisers
Ongoing
Professional Development
& Support
Exposure to a
Diverse Range of Clients & Strategies
Immediate Start
Considered for the Right Candidate
#J-*****-Ljbffr

📌 Assistant Financial Adviser (Shepparton)
🏢 Recruit Shop - OLD - Lauren Shaw
📍 Shepparton