About Us

Veteran Wealth is a values-driven financial advice firm founded by veterans, for veterans. We are dedicated to delivering holistic, high-quality financial advice to current and former serving members of the ADF and their families.

Our mission is to ease financial stress through education, personalised support, and strategic advice — with the broader goal of helping reduce the risk factors that contribute to veteran suicide.

We’re growing and looking for someone who shares our commitment to client care, detail, and making a real difference.

About the Role

As a Financial Planning Assistant, you will support the delivery of exceptional advice and service to our clients. This is an ideal role for someone who is organised, proactive, and looking to build or further their career in financial planning. You will work closely with our advisers and client services team to ensure a smooth and efficient advice process.

Key Responsibilities

Assist with preparation of Statements of Advice (SoAs), Records of Advice (RoAs) and strategy papers

Manage document collection and follow-up from clients and third parties (e.g. DVA, super funds, insurers)

Prepare and maintain client files, ensuring compliance with internal and external standards

Input and update data in our CRM and financial modelling tools

Liaise with product providers and clients to support advice implementation

Help schedule meetings and support day-to-day operations of the advice team

Maintain confidentiality, accuracy and professionalism in all communications

About You

Experience in a financial planning, administration or client services role

Excellent attention to detail and ability to work to deadlines

Strong written and verbal communication skills

Confident working with multiple systems and managing competing priorities

A team player with a client-first attitude

Understanding of DVA payments and veteran-specific financial issues (highly regarded)

RG146 or working toward (advantageous, but not essential)

What We Offer

Opportunity to be part of a growing, purpose-led advice firm

Supportive and flexible working environment

Career development and training pathways

A chance to contribute to something meaningful, beyond just financial outcomes

Office close to the beach in Sandgate with on-site parking

How to Apply

Please submit your CV along with a short cover letter outlining why you’d be a great fit for this role and how you connect with our mission.

Veteran Wealth strongly encourages applications from veterans, veteran spouses and those with lived experience in the defence community.