Financial Planning Assistant – Pinnacle Partners Wealth Management (Gold Coast, QLD)

Location: Gold Coast, QLD
Work type: Full-time or Part-time (flexibility available for students, graduates or semi retired.)
Salary: $60,000 – $85,000 + super (pro rata for part-time)
Based on experience and qualifications

About Us

We’re a growing Gold Coast–based Accounting and Financial Planning firm that prides itself on providing genuine, client-first advice and building lasting relationships.

As our business continues to expand, we’re looking for a motivated and detail-oriented Financial Adviser Assistant to join our supportive and professional team.

About the Role

This role is ideal for someone who:

Already has experience in financial planning and is familiar with AdviserLogic, or

Is a financial planning student or recent graduate looking to gain hands-on experience and a pathway to becoming a Financial Adviser.

You’ll work closely with senior advisers and be exposed to all aspects of the advice process, from strategy preparation through to client implementation and review.

Support advisers in preparing compliant Statements and Records of Advice (SoAs/RoAs)

Maintain client data and workflows using AdviserLogic and platform software (Hub24, Netwealth, Macquarie, etc.)

Assisting with research, financial modelling, and product comparisons

Manage client implementation tasks and ongoing service requirements

Liaise with clients, product providers, and internal stakeholders

Contribute to the delivery of high-quality client outcomes

About You

We’re open to two types of candidates:

✅ Experienced administrator or paraplanner with existing knowledge of the financial planning process and AdviserLogic software, and or

✅ Financial planning student or recent graduate seeking a support role with a clear pathway to becoming a fully qualified financial adviser.

You’ll be successful if you have:

A genuine interest in financial planning and helping people achieve their goals

Highly organised, with excellent attention to detail

Confident communicating with clients and team members

Tech-savvy and comfortable learning new systems

Proactive, curious, and eager to develop into a future Financial Adviser

Desirable:

Experience with AdviserLogic, Hub24, Netwealth, or other platforms

Understanding of superannuation, investments, and insurance advice processes

Enrolled in or recently completed a financial planning degree or Graduate Diploma of Financial Planning

What We Offer

Mentoring from experienced advisers

Support for ongoing education and professional development

A friendly, collaborative team environment

Career progression towards becoming an adviser

Competitive remuneration based on experience

If you’re passionate about building a career in financial advice and want to work with a business that supports your growth, we’d love to hear from you.

📩 Apply now by sending your resume and a short cover letter outlining your interest in the role to [email protected]