Ready to kick-start your Professional Year with one-on-one mentoring?

Want to sit in client meetings and be part of strategy conversations from day one?

Looking for a clear pathway to become a Financial Adviser?

Join a collaborative, down-to-earth team where you’ll sit in client meetings, contribute to strategy, and receive one-on-one mentoring throughout your Professional Year (PY). Clear, supported pathway into an Adviser role.

The role:

Attend and contribute to client meetings alongside Senior Advisers

Assist with strategy development, research and implementation

Prepare and quality-check advice documents (SoA/RoA)

Liaise with clients, providers and internal stakeholders

Maintain accurate CRM/workflow records (Xplan or similar)

You bring:

Relevant qualifications (GradDip Financial Planning or equivalent)

Ready to start PY or near commencement

Polished communication and relationship skills

Strong attention to detail and follow-through

Experience with financial planning software (Xplan advantageous)

What’s on offer:

Full mentoring and support through your PY

Structured development plan into a Financial Adviser position

Close exposure to experienced Advisers and diverse client cases

Flexible work options + supportive, growth-focused culture

Long-term career stability

Apply
Send your CV to [email protected].