Financial Planning Adviser Associate

The gig

This isn’t your typical advice role.

At our Client’s Financial Advisory Institution, you’ll be working inside a modern, ethical, fast-growing advice business with strong client demand, an experienced advice team, an in-house paraplanning team, implementation manager and technology we’re building ourselves to improve the advice process.

Depending on your experience, you’ll be:

• Working directly with clients to understand their goals, money, family situation and financial complexity.
• Collaborating with talented advisers, associates, paraplanners and implementation specialists to deliver advice that is clear, useful and genuinely valuable.
• Helping shape holistic financial plans across super, retirement, investing, structures, tax planning, personal insurance, property-related strategy and cashflow.
• Supporting or delivering advice meetings