Looking for A Superstar Associate Adviser in Sydney

This role is for someone who takes pride in doing things properly. Welcome to the fast-paced, high-growth entrepreneurial role you have been searching for. We are a self-licensed financial planning firm based in the Sydney CBD, working with HNW and retiree clients. With 3 advisers and 10 staff, we run a professional, values-driven business where client service is taken seriously.

Our firm has high growth plans, and it will be fast paced. This will be a fun role, but also challenging. You will need to be assertive, confident and a self-starter who does not need to wait for instructions but gets on with it. Are you up for the fun, hard work and success?

We are looking for an Associate Adviser who already has experience within financial planning and is ready to take the next step towards becoming a trusted adviser. This is not a role for someone looking for a shortcut to an adviser title. It is a role for someone who wants to learn the craft properly, work closely with experienced advisers and build the skills, judgement and relationships required to become an exceptional adviser.

Why Top Performers Join Us

• Direct access to experienced advisers
• Exposure to HNW and retiree clients
• Genuine mentoring and professional development
• Clear pathway toward the Professional Year and Adviser role
• Opportunity to contribute ideas and improve the business
• Values driven firm with high standards

What This Role Is Really About

You will work closely alongside experienced advisers to help deliver advice, manage client relationships and ensure clients receive an outstanding experience. Over time, you will develop the technical, communication and relationship skills required to become a successful adviser.

Success in this role means:

• Clients feel supported, understood and valued
• Advisers can rely on you to prepare thoroughly and follow through
• Advice is delivered accurately and professionally
• Opportunities and issues are identified before they become problems
• You continuously develop your capability and judgement
• You become a trusted member of the advice team

This is not a role where success is measured by simply completing tasks. Success is measured by the quality of your work, your ability to build trust and your commitment to becoming a better adviser every year.

Key Responsibilities

• Attend client meetings and assist advisers with preparation and follow-up
• Build and maintain strong client relationships
• Assist with strategy research and advice preparation
• Review client circumstances, financial information and objectives
• Support the preparation and implementation of Statements of Advice and Records of Advice
• Manage ongoing service requirements and annual reviews
• Maintain accurate client records and workflows in Intelliflo
• Work collaboratively with advisers, paraplanners and client service staff
• Identify opportunities to improve client outcomes and business processes
• Progress towards managing your own client relationships and advice responsibilities over time

About You

You may currently be an Associate Adviser, Paraplanner, Client Services Officer or Adviser Support professional looking for the next step. We're interested in people who:

• Have experience working within a financial planning business
• Hold or are working towards relevant financial planning qualifications
• Have a genuine passion for helping clients achieve better financial outcomes
• Possess strong written and verbal communication skills
• Are organised, proactive and detail-oriented
• Take ownership of their work and follow things through
• Enjoy building relationships with clients and colleagues
• Want to build a long-term career in financial advice

This Role Is Not For You If

• You are looking for an adviser title without putting in the work
• You prefer to be told exactly what to do at every step
• You are comfortable with average standards
• You avoid accountability or ownership
• You do not enjoy working closely with clients and colleagues

What We Offer

• A genuine pathway towards becoming a Financial Adviser
• Ongoing mentoring from experienced advisers
• Exposure to high-quality clients and complex advice situations
• Professional development and support towards career progression
• Sydney CBD office location
• Values-driven culture focused on growth and continuous improvement
• Competitive remuneration based on experience

Our Values (In Practice)

• Leadership: You take ownership and accountability for outcomes. You challenge the status quo and look for better ways to work. You act in line with values, not convenience.
• Personal: You genuinely care about clients and colleagues. You understand that world-class advice requires a world-class experience. You build real, professional relationships — not transactional ones.
• Team Player: You communicate openly and honestly. You support others when needed and ask for help when appropriate. You accept responsibility and follow things through.