Join the Team at Anova Private Wealth

About Us
Anova Private Wealth is a self-licensed, boutique financial planning firm committed to delivering bespoke, high-quality advice to a diverse range of clients and businesses. As a fast-growing firm, we offer an exceptional opportunity to start, grow, or elevate your career in financial planning.

We are passionate about what we do, and we’re looking for someone who shares our drive to make a meaningful difference in our clients’ lives.

The Role
We are seeking a motivated individual to support our senior advisers in the management of client relationships. This role offers the chance to be hands-on in preparing strategy and advice, ensuring compliance obligations are met, and contributing to seamless client service.

Key responsibilities include:

Nurturing existing client relationships and adapting strategies as their circumstances evolve

Supporting our lead adviser within client meetings and contributing valuable insights to advice development

Maintaining compliance records and documentation

Collaborating with internal team members and external providers to ensure a smooth client experience

Demonstrating a passion for financial advice and a desire to grow into an adviser role

For candidates looking to complete their Professional Year, we offer strong mentoring and full support to help you succeed. Whether you are just beginning or have already started, we can help you progress.

About You
You will thrive in this role if you have:

A degree (or near completion) in Finance, Commerce, Economics or a related field

Ideally 1–3 years’ experience in financial planning (preferred but not essential)

High attention to detail and accuracy

Excellent organisation and time management skills

A strong desire to learn and grow professionally

Excellent written and verbal communication skills

Strong analytical and problem-solving abilities

Proficiency in Microsoft Excel and Word

A collaborative, enthusiastic approach to working in a team

Why Join Anova?

Competitive salary and benefits

Mentorship from the three founding partners

Clear, supported pathway to becoming an adviser

Full support through your Professional Year

A values-driven culture focused on delivering real outcomes for clients

If you’re ready to take the next step in your career and join a team that values excellence, integrity, and client-first service, we’d love to hear from you.

Please note:

Applicants must have the right to work in Australia