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 CompanyBe 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 outstanding 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 OpportunityThe 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 strategiesResearching superannuation, investment, insurance and retirement planning solutionsPreparing client meeting documentation and follow‐up correspondenceAttending client meetings and taking meeting notesLiaising with clients, product providers and external stakeholdersSupporting the implementation of financial advice recommendationsLearning compliance and regulatory requirementsAbout YouThe successful candidate will have:A genuine interest in financial advice and helping clients achieve their goalsStrong analytical and problem‐solving skillsProficiency in Microsoft OfficeStrong communication and interpersonal skills, with excellent attention to detail and organisational abilityA positive attitude, willingness to learn and a strong work ethicA 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'sLivesStructured Pathway to Becoming a Financial AdviserOne-on-One Mentoring from Experienced AdvisersOngoing Professional Development & SupportExposure to a Diverse Range of Clients & StrategiesImmediate StartConsidered for the Right Candidate
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📌 Assistant Financial Adviser (Victoria)
🏢 Recruit Shop - OLD - Lauren Shaw
📍 Victoria