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 RoleYou'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 discussionsHelping prepare Statements of Advice (SOAs) and product comparisonsBuilding strategy,



research and writing SOAs and ROAs.Building relationships with real clients along the wayGradually taking on your own client relationshipsWhat We're Looking ForMinimum 2 years experience as a Paraplanner, Client Services Manager (CSM) or Associate AdviserSomeone who genuinely cares about clients not just ticking boxesGood communicator, qualified, and keen to growWhat You Get$95,000 – $115,000 + Super + BonusA real, structured path to your Professional Year (PY) and Authorised Representative statusMentorship from experienced Financial Advisers who actually want to see you succeedFlexible working and a genuine team cultureA fast-growing boutique financial planning firm where your growth mattersTo Apply for the role please press apply now or call James on ******** ***Be careful - Don't provide your bank or credit card details when applying for jobs.
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📌 Associate Adviser: Py Path, Mentorship & Flexible Work (Sydney)
🏢 Cartwright Jones
📍 Sydney