At a Glance
- Tasks: Work closely with a lead adviser, attend client meetings, and manage your own clients.
- Company: Platinum-rated boutique advisory firm in Sydney CBD with a supportive culture.
- Benefits: $100k–$120k salary, super, bonus, and flexible working options.
- Other info: Join a dynamic team focused on holistic advice and personal development.
- Why this job: Gain hands-on experience and a clear path to becoming a fully-fledged adviser.
- Qualifications: 3+ years as a Paraplanner or CSM, strong technical skills, and a passion for learning.
The predicted salary is between 100000 - 120000 $ per year.
- Associate Financial Adviser – Your Pathway to Full Advice
- Sydney CBD | $100k–$120k + Super + Bonus | Flexible Working
- Why this role is different
Most associate roles keep you stuck in the back office.
This one doesn't.
You'll be working shoulder-to-shoulder with a lead adviser at a platinum-rated boutique firm, sitting in on client meetings, shaping strategy, and when you're ready starting to manage your own clients.
It's a deliberate, structured runway to becoming a fully-fledged adviser.
The firm
A flagship boutique advisory practice in the Sydney CBD.
A team of 100.
Clients with $2m–$50m in FUM.
A reputation for genuinely holistic, boundary-pushing advice and a culture that invests in developing its people, not just keeping them busy.
- A typical week
- Providing technical support to your Principal Adviser
- Bridging paraplanning and administration to keep advice moving
- Drafting advice documents and helping formulate client strategies
- Preparing Alternative Strategies & Product Working Papers for Best Interests Duty
- Researching products and building comparisons that genuinely fit client needs
- Attending client meetings and contributing to the conversation
- Gradually taking ownership of your own book of clients
Is this you?
- 3+ years as a Paraplanner or CSM in financial planning
- Technically strong, with a real appetite to keep learning
- Working towards your industry qualifications
- Polished, professional and a confident communicator
- Someone who genuinely cares about getting it right for clients
- What you'll get back
A platinum-rated practice. A salary of $100k–$120k + Super + Bonus. Flexible working. And most importantly a clear, mapped-out path from associate to adviser.
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Associate Financial Adviser in Sydney employer: Cartwright Jones
Join a leading self-licensed boutique practice in the heart of Sydney CBD, where you will play a pivotal role as a Practice Manager within a supportive team of 25. With a strong emphasis on professional development and a collaborative work culture, this position offers you the chance to influence the practice's operations while enjoying the convenience of being next to Wynyard train station. Experience a rewarding career with a company renowned for its exceptional independent advice and commitment to employee growth.
