Why Templeton Advice Group
At Templeton Advice Group, we pride ourselves on being a vibrant, people‑focused workplace where our team genuinely thrives. We are committed to fairness and flexibility, ensuring everyone enjoys a healthy work/life balance in an understanding, family‑friendly environment.
Our culture is grounded in support, mutual respect, and open communication. Leadership is professional, approachable, and genuinely invested in the wellbeing of our people. We keep everyone well‑informed about business developments and we value transparent dialogue across all levels. The result is a culture of trust and collaboration—a team that cares about doing great work together.
Because our culture is one of our greatest strengths, we're intentional and thoughtful about who joins us. We embrace continuous improvement, focusing on process, efficiency, and smart use of technology, and we welcome ideas that make our workplace and client experience even better. Templeton is a place where you'll feel valued for your contribution and as a person. We support meaningful career progression, encourage professional growth, and make sure you have the tools, systems, and environment to succeed.
The Opportunity
Are you studying financial planning and looking to kick‑start your career, or have you recently completed your approved qualification and want to commence your Professional Year (PY)? Join a supportive team that helps you transition from study to practice with structured mentoring, flexible work arrangements, and full support to complete your PY once eligible.
Our career pathway:
Client Services → Paraplanning → Associate Adviser → Professional Year → Financial Adviser
Why This Role is Perfect for Students & Emerging Advisers
* Part‑time options available to balance work and study (with pro‑rata salary & benefits).
* Exposure to real client strategies and end‑to‑end advice delivery.
* Structured mentoring with experienced advisers and technical specialists.
* Clear pathway to becoming a Financial Adviser at Templeton.
Key Responsibilities
* Support senior advisers with research, strategy development, and implementation.
* Prepare advice documents (e.g., SoAs/ROAs) and maintain high compliance standards.
* Engage with clients—fact‑finding, reviews, follow‑ups—and deliver exceptional service.
* Collaborate with Client Services and Paraplanning to streamline processes and improve client outcomes.
About You
* Currently studying or recently completed an ASIC‑approved financial planning qualification (or equivalent).
* Strong communication, organisation, and attention to detail.
* A growth mindset—curious, proactive, and open to feedback.
* Passionate about helping clients achieve their goals and building a long‑term career in advice.
* Australian citizenship required for this position.
Eligibility to Commence the Professional Year (PY)
* Completion of an ASIC‑approved financial planning degree (or equivalent).
* Employed and supervised within an AFS licensee.
* ASIC Financial Adviser Exam to be passed by the end of PY Quarter 2 (you may sit it before or during the PY).
* Provisional relevant provider status begins in Quarter 3 once authorised.
(If you're still studying, you can start with us in Client Services or Paraplanning and progress into PY once eligible.)
What We Offer
* Competitive salary: Above award rates + Super + Bonuses (pro‑rata for part‑time).
* Flexible hours & hybrid options to support study and life commitments.
* Structured PY program with supervision, coaching, and exam support (when eligible).
* Mentorship from experienced advisers, plus ongoing training & development.
* Modern tech stack and continuous improvement culture focused on efficiency and client experience.
* A friendly, people‑first culture where you're valued for who you are and what you contribute.