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

About us
True North Lifestyle is a fast-growing, tech-forward financial advice firm serving clients Australia-wide. With dedicated on-shore and off-shore admin, paraplanning and AI-driven workflows, our planners spend more time with clients and less on data entry. We already support 400+ ongoing clients and run a robust inbound-lead engine—your calendar will be full.

What you’ll do

Own and deepen a book of new and existing clients (holistic advice: super, insurance, investment, retirement, cash-flow, strategy).

Conduct discovery meetings (phone, video or face-to-face) and translate needs into clear strategy briefs for paraplanners.

Review and sign off SoAs/RoAs prepared for you; ensure every file meets BID, Corporations Act & ASIC Record-Keeping requirements.

Present advice, handle objections, and close—with admin handling all paperwork, onboarding and implementation forms.

Hit agreed revenue / conversion KPIs while delivering a genuinely client-centric experience.

Collaborate in refining AI automations and processes as we scale.

What you’ll bring

7+ years’ combined experience as Associate / Adviser.

Completed FASEA Professional Year (or equivalent) & FASEA Exam; able to hold / maintain AR status beyond 1 Jan 2026.

Proven success giving advice via wrap platforms & retail life insurers.

Xplan power-user: WealthSolver, Risk Researcher, quoting across multiple providers.

Deep working knowledge of best-interest duty, fee consent, FSG & SoA standards.

Natural relationship builder with polished presentation skills and a sales/solutions mindset.

Why join us?

Warm, pre-qualified leads + marketing support.

Hybrid flexibility (WFH + choice of three NSW hubs).

Sharp, supportive culture—no politics, just genuine collaboration.

On-track career equity opportunities as we open new offices.

Competitive base + uncapped incentive, laptop, phone, CPD budget.

Ready to help more Australians find their “True North”?
Click Apply with your CV and a short cover note telling us why you’re the perfect fit.