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

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 contemporary 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

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

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