Associate / Junior Adviser

Have you Finished PY and now looking for the next step?

Opportunity for mentorship and development

Building a client base with the help of a supportive team

We are looking for someone with a solid background in client services, paraplanning and Associate skills

Our client is a small to medium financial planning firm in Newcastle, passionate about delivering exceptional service to client across traditional financial planning, managed funds, and stocks and shares.

A tight-knit, hardworking team that values dedication and rewards their staff generously for their efforts.

They are looking for a Associate who has completed their PY and now looking for further development

The right person will be motivated to take the next step in their career.

This is your opportunity to join a firm that will empower you to build and nurture your own portfolio of clients, with the backing of a collaborative team.

If you're driven, client-focused, and ready to grow, we'd love to hear from you.