Posted a month ago
Description
You're a year or two into your career as a Paraplanner or Client Services Manager and you're ready for more. This is your shot.
A fast-growing mid-tier advisory group in Chatswood close to the Metro and onsite parking is expanding and they want someone hungry not someone who's already done it all.
The Role
You'll sit alongside a lead Financial Adviser day to day, getting real exposure to client work, strategy and holistic advice from the ground up. With 1 year you'll be on track to kick off your Professional Year (PY) and work towards becoming a fully Authorised Representative. The pathway is mapped out, you just have to show up and back yourself.
Day to Day You'll Be:
Working closely with a lead Financial Adviser in client meetings and strategy discussions
Helping prepare Statements of Advice (SOAs) and product comparisons
Building strategy, research and writing SOAs and ROAs.
Building relationships with real clients along the way
Gradually taking on your own client relationships
What We're Looking For
Minimum 2 years experience as a Paraplanner, Client Services Manager (CSM) or Associate Adviser
Someone who genuinely cares about clients not just ticking boxes
Good communicator, professional, and keen to grow
What You Get
$95,000 – $115,000 + Super + Bonus
A real, structured path to your Professional Year (PY) and Authorised Representative status
Mentorship from experienced Financial Advisers who actually want to see you succeed
Flexible working and a genuine team culture
A fast-growing boutique financial planning firm where your growth matters
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