Professional Year/Associate Adviser

Job Description

Add expected salary to your profile for insights. We’re looking for enthusiastic and committed individuals who have exceptional customer service, reliability, and adaptability as part of your work ethos. With a highly positive can-do attitude, you can multitask, coordinate, communicate, and prioritize your workload independently (while also being able to work collaboratively). You thrive in a fast-paced professional environment, leaning into your resourceful nature wherever you can. You also have the following skills: Hold an FASEA-approved qualification (AQF7 or above) or close to completion . Exhibit high levels of professionalism and excellent communication skills. Demonstrate attention to detail and possess a solid technical background. Are client-focused and passionate about helping others achieve their financial goals. Thrive in a collaborative environment and are eager to learn. About Us We are a growing wealth firm that has invested in advice firms across NSW and Victoria. We’re dedicated to our clients to help create a clear and confident picture of their financial future. Our mission is focused on delivering accessible advice that provides meaningful impact to their lives . We specialize in delivering advice services not only to our local clients but also as their lives change, continuing to service them globally. This brings new opportunities to grow within our advice firm. Our team of talented specialists and experienced planners works seamlessly to provide high-quality advice and exceptional client service. How We Support You Competitive salary + superannuation. Extensive resources, training, and support. Modern workplace with tech-driven tools and facilities. Flexible work environment focused on providing staff work-life balance. Career growth opportunities beyond successful completion of your Professional Year. Key Responsibilities Shadow Supervisors and experienced advisers to observe client interactions. Assist with client documentation and follow-up actions. Crosstrain across departments, including onboarding and annual reviews. Collaborate with your Supervisor to develop suitable advice strategies for clients. Participate in back-office activities and liaise with third-party providers to gather client information. Support clients by providing updates and implementing advice. Support construction and implementation of financial advice covering wealth accumulation, superannuation, insurance, and reviews. Maintain a logbook to track work activities and structured training. Program Highlights Structured Pathway: Transition from direct supervision to independent client engagement over four quarters. 1,500 hours of work activities. 100 hours of structured training. Cross-Departmental Exposure: Gain in-depth knowledge of all areas of the business and the financial advice process. Career Progression: Continue to build your advice expertise and grow your clients with flexibility and a continued focus on investing in your career. Program Breakdown Quarter 1: Client observations and support to Supervisor/Experienced Adviser. Quarter 2: Supervised client engagement and advice preparation. Quarters 3 & 4: Indirectly supervised client engagement and advice preparation. Apply Now If you’re ready to embark on an exciting career in financial advice, we’d love to meet you! How Do Your Skills Match This Job? Sign in and update your profile to get insights. Your application will include the following questions: Which of the following statements best describes your right to work in Australia? To help fast track investigation, please include any other relevant details that prompted you to report this job ad as fraudulent/misleading/discriminatory. #J-18808-Ljbffr