Are you an ambitious, self-starting future advisor ready to grow with a new financial advice firm and complete your Professional Year?

Join an exciting, growing advice business in Melbourne, working in a modern, collaborative environment. You’ll support clients through all stages of life — from wealth accumulation to retirement — with a focus on strong client management and delivering tailored, high-quality advice solutions.

About the Role

We’re looking for a strong associate with experience in financial planning, who’s ready to join a new practice with the view of beginning their Professional Year — or who has recently completed it — and transitioning into an advisory position over the next couple of years.

What We’re Looking For

Someone who takes initiative and thinks on their feet

Ideally 1–3 years’ experience in financial advice or paraplanning

Ready to start (or nearly ready for) their Professional Year

Quick learner, comfortable working in a fast-moving environment

What’s on Offer

Attractive salary package

High-touch mentoring from the founder

Clear, real career progression into an advisory role

Supportive, down-to-earth culture

If this sounds like the opportunity for you, please submit your resume or reach out to me directly at [email protected].

I look forward to catching up with you soon!