About the role
Join a fast-growing independent financial planning firm as an Associate Adviser. Work closely with Advisers, assist with strategies, attend client meetings, and support the delivery of exceptional advice. This role is client-facing with strong development opportunities toward becoming a Financial Adviser.

• Assist Advisers with strategic, comprehensive advice
• Manage implementation work including applications and lodgements
• Oversee paraplanning requests and project timelines
• Prepare advice documentation (SOAs, ROAs) and review materials
• Support client meetings and maintain strong client relationships

Skills & Experience

• Degree-qualified, working toward a Financial Adviser role
• 2+ years experience as a CSM, Paraplanner, or Associate Adviser in financial planning
• Ambitious, driven, and self-motivated
• Detail-oriented and process-driven
• Xplan experience valued but not essential

Benefits

• Mentorship and clear career progression toward becoming an Adviser
• Work in a growing, independent, award-winning firm
• Discretionary bonuses and attractive salary package
• Flexible start/finish times and early finish on Fridays
• Supportive, collaborative team culture

About the company / Culture
Small but high-performing firm based in the inner suburbs of Brisbane, with a team of 10 staff. Provides fully independent, fee-for-service holistic advice.

People enjoy working here because the team is supportive, celebrates wins, and balances professionalism with fun.

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to [email protected].

Please note only shortlisted candidates will be contacted.