Graduate Financial Adviser / Associate
Alex Brown Strategic Financial Planners
Posted 1 day ago
Location: 8 Union Street, Gawler East, SA 5118
Work Type: Full-Time
Salary: $55,000 – $70,000 + performance-based bonuses
At Alex Brown Strategic Financial Planners, we’re a values-driven financial planning firm based in Gawler East. Our mission is to work with individuals, families and couples, to bring their financial needs together into a plan that simplifies life, providing peace of mind. As our business continues to grow, we’re looking for a Graduate Financial Adviser / Associate to join our advice team and begin a rewarding, long-term career in financial planning.
About the Role:
As a Graduate Financial Adviser / Associate, you’ll work directly alongside our Head Financial Planner and receive personalised mentoring in a hands-on, client-focused environment. This role is ideal for a recent graduate or final-year student who is eager to gain practical experience across the full advice process, with a clear pathway toward the professional year and authorised adviser status.
Key Responsibilities:
· Attend client meetings and assist with file notes, data collection and strategy preparation.
· Assist in developing and implementing financial strategies across superannuation (including SMSFs), investments, insurance, and retirement planning
· Conduct research on products, investments, and legislation to support advice development
· Liaise with product providers, insurers, and platform administrators
· Maintain client communication and follow-up throughout the advice process
What you Bring:
· Completion (or near completion) of a FASEA-accredited degree in financial planning
· Strong written and verbal communication skills
· High attention to detail with sound analytical and problem-solving skills
· A proactive and professional attitude, with a genuine interest in client outcomes
· A willingness to grow, learn, and contribute to a collaborative team environment
Why join Alex Brown Strategic Financial Planners:
· Work one-on-one with the Head Financial Planner in a mentoring-rich environment
· Clear pathway to the professional year and becoming an authorised adviser
· Exposure to a wide variety of client strategies and financial planning scenarios
· Supportive, team-oriented culture focused on quality advice and long-term relationships
· Competitive salary package: $55,000 – $70,000 plus performance-based bonuses
If you're ready to launch your financial planning career in a professional, trusted advice firm that values personal development and meaningful client impact — we’d love to hear from you.
To apply, please send your CV and a brief cover letter to [email protected].
About Alex Brown Strategic Financial Planners
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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