Financial Adviser Opportunity
We are seeking a highly motivated and detail-oriented professional to join our high-performing team as a Client Relationship Manager (CRM) / Associate Adviser.
This is a fantastic opportunity to work closely with experienced partners and advisers, gain exposure to complex advice strategies, and grow your career in a business committed to excellence and integrity.
About the Role
* Attending client meetings alongside senior advisers/partners
* Assisting in the development of tailored financial strategies and advice documents
* Collaborating with offshore paraplanning and administration teams to ensure high-quality outcomes
* Managing client implementation processes, ensuring accuracy and compliance
* Acting as a key liaison point for clients, maintaining a strong service experience
Requirements
* 2+ years of experience in a CRM, Associate Adviser or paraplanning role within financial advice
* Completed or currently completing FASEA educational requirements
* Strong understanding of financial advice processes, including strategy development and implementation
* Excellent communication skills and a client-centric mindset
* A team player who thrives in a collaborative and professional environment
We offer a supportive and professional environment where team members are genuinely valued. Our business prides itself on promoting internally and has mentored multiple staff members through their Professional Year.
What We Offer
* Excellent client exposure - attend regular meetings and assist with ongoing client management
* Mentorship through Professional Year (PY) and planned progression to becoming a financial adviser
* Work from home flexibility - 1 day per week
* Social team environment with monthly and quarterly social events/celebrations