– Start as a Customer Service Officer and grow into a Financial Advisor –
Job Description
Launch Your Financial Advice Career with a 100-Year-Old Rockhampton Firm
Are you a recent graduate with a passion for helping people make smarter financial decisions? Want to become a fully qualified Financial Advisor but don't know where to start?
This is a rare opportunity to join a respected accounting and advisory firm with over 100 years of history, known for their truly holistic advice and unwavering commitment to development.
The Opportunity
You'll begin your journey as a Customer Service Officer within our Financial Advisory division. This is not your average admin role — it's a structured fast-track to become a fully-fledged Financial Advisor. You'll gain exposure to real clients, shadow experienced advisors, and be supported through your Professional Year (PY) .
What You'll Be Doing
Providing high-level administrative and customer support to our Financial Advisors
Learning the ins and outs of compliance, client onboarding, and advice documentation
Sitting in on client meetings and gradually taking on more responsibility
Receiving hands-on mentoring from senior advisors
Progressing into advice delivery as you complete your Professional Year
Why Join Us?
Proven Development Path – We've successfully supported multiple team members through their Professional Year
Holistic Advice Philosophy – Go beyond super and insurance; learn to support clients' full financial lives
Long-Term Career Growth – Build your future in a firm that's been serving Queenslanders for over a century
Great Work-Life Balance – Work from home 1 day a week, and enjoy a 9-day fortnight
About You
Degree-qualified in Financial Planning, Commerce, Accounting, Business, or similar
Genuinely interested in becoming a Financial Advisor
Organised, people-focused, and eager to learn
Based in (or willing to relocate to) Rockhampton
Ready to start your advice career the right way?
Apply now to join a firm that will invest in your future.
Unlock job insights
Salary match Number of applicants Skills match
Your application will include the following questions:Which of the following statements best describes your right to work in Australia?
To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.
#J-18808-Ljbffr