_{08th December, 2025}

About the Role:

As a graduate financial advice associate, you will work closely with a team of advisers to assist delivery of high-quality financial strategies for clients. This is an ideal opportunity to kick-start your financial planning career, gain hands-on experience, and progress towards becoming a qualified Financial Planner.

Key Responsibilities:

• Assist advisers in preparing comprehensive financial plans and advice documents
• Conduct research on investment products, superannuation, insurance, and retirement planning
• Prepare client reports, modelling, cashflow analysis, and strategy papers
• Maintain accurate client records and ensure compliance with regulatory requirements
• Participate in client meetings and provide administrative support
• Stay up to date with market trends, legislation changes, and financial planning tools

About You:

• Recent graduate in financial advice
• Strong analytical and numerical skills
• Excellent written and verbal communication
• High attention to detail and organisational skills
• Eager to learn and build a long-term career in financial advice
• Ability to work collaboratively in a fast-paced environment

What We Offer:

• Structured training and mentorship from experienced advisers
• Support for further professional qualifications with a clear career progression pathway
• Collaborative, supportive, and innovative workplace culture
• Competitive graduate salary and performance-based development
• Opportunity to make a meaningful impact on clients’ financial wellbeing

If this sounds like you please apply via the link below, or for a confidential discussion please call Chris Gordon on 0451 129 269 

Apply For Job