Lucid Financial is seeking a motivated and ambitious Junior / Associate Financial Adviser to join our team. You will work closely with the Principal Financial Planner to help look after our clients and support the team while developing your own technical and client-facing skills to progress toward a full Financial Adviser role.

Key Responsibilities

Client Relationship Management

Support Principal FP in servicing existing clients by handling general queries, following up on action items, and providing reassurance and updates.

Be responsible for updating and championing clients' financial strategies and implementation post review meetings.

Build trust and rapport with clients, positioning yourself as a future point of contact.

Advice Preparation & Delivery

Assist in developing personalised advice documents (SOAs, ROAs, strategy papers) and oversee paraplanner's work.

Research strategies across superannuation, insurance, investments, and retirement planning.

Over time, contribute to client presentations and gradually take on a more active role in delivering advice.

Implementation & Compliance

Oversee the timely implementation of advice and management of the team.

Assist with audits and compliance checks to meet regulatory obligations.

Learning & Development

Gain hands-on exposure to financial planning strategies and best practice processes.

Undertake ongoing training, mentoring, and professional development with a clear pathway to becoming a qualified and authorised Financial Adviser.

Stay up to date with industry changes, legislation, and professional standards.

Ideal Candidate

Completed (or close to completing) FASEA-approved qualifications and meets education requirements for financial advisers.

1–3 years' experience in financial planning, paraplanning, or client services.

Excellent attention to detail with strong compliance awareness.

Strong communication skills, both written and verbal, with a genuine interest in helping people.

Organised, proactive, and eager to learn from a supportive, small-team environment.

Experience with financial planning software, product provider portals (platforms and insurers) and Microsoft Office Suite.

Must have unrestricted rights to work in Australia

Why Join Us

Hands-on mentorship from an experienced Principal Financial Planner.

Exposure to a wide range of client situations across superannuation, investments, insurance, retirement planning, and Centrelink.

A clear career progression pathway toward becoming a fully-fledged Financial Adviser.

Supportive, down-to-earth team culture with a strong focus on client care and long-term relationships.