★ Associate Financial Planner

True North Lifestyle – Sutherland Shire & Sydney CBD | Hybrid WFH + three NSW offices

Fast-track your pathway to authorised adviser status in a firm that invests in your growth. You’ll shadow senior planners, drive the advice production process and hone the client-facing skills needed to step into a planner seat within ~24 months.

Your impact

Capture detailed fact-finds, file notes and meeting actions accurately in Xplan.

Build WealthSolver comparisons, insurance quotes and research packs for planners.

Liaise with paraplanners to ensure every SoA/RoA is complete, compliant and client-ready.

Check implementation paperwork before presentation and coordinate follow-ups with admin.

Maintain CRM task lists, pipeline visibility and client service chronology.

Join client calls/meetings, progressively taking more presentation responsibility.

What we’re looking for

3+ years full-time experience in an Associate / Client Services or Graduate Adviser role.

Near-completion (or full completion) of FASEA-approved bachelor’s degree + working toward the exam.

Confident Xplan user—fact-find, modelling, WealthSolver and risk quoting.

Detail-orientated compliance mindset; able to work with minimal technical supervision.

Eager communicator keen to polish soft skills and own client relationships.

Proactive, organised and energised by a rapid-growth environment.

What you’ll gain

Structured mentoring, CPD plan and funded exam/education costs.

Exposure to varied client strategies and advanced tech stack (AI automations).

Hybrid flexibility and supportive peer network across NSW offices.

Clear promotion roadmap to Financial Planner with increasing incentive share.

Think you’re ready to chart your course to adviser status?
Submit your CV and a brief statement outlining your career goals via Apply.

True North Lifestyle is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.