and you're ready for more. This is your shot. 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 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
Qualified 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: Working closely with a lead
Financial Adviser
in client meetings and strategy discussions Helping prepare
Statements of Advice (SOAs)
and product comparisons Building strategy, research and writing SOAs and ROAs.
Building relationships with real clients along the way Gradually taking on your own client relationships What We're Looking For Minimum 2 years experience as a
Paraplanner ,
Client Services Manager (CSM) or Associate Adviser Someone who genuinely cares about clients not just ticking boxes Good communicator, professional, and keen to grow What You Get $95,000 – $115,000 + Super + Bonus A real, structured path to your
Professional Year (PY)
and
Authorised Representative
status Mentorship from experienced
Financial Advisers
who actually want to see you succeed Flexible working and a genuine team culture A
fast-growing boutique financial planning
firm where your growth matters
To Apply for the role please press apply now or call James on 0451 831 *** Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .