You're a year or two into your career as a
Paraplanner
or
Client Services Manager
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
Professional 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
quick-growing boutique financial planning
firm where your growth matters
To Apply for the role please press apply now or call James on ******** ***
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📌 Associate Adviser: Py Path, Mentorship & Flexible Work (Sydney)
🏢 Cartwright Jones
📍 Sydney