At a Glance
- Tasks: Support clients and Advisers while developing skills for a Financial Adviser role.
- Company: Join Ironbark Financial Group, a trusted name in financial advice.
- Benefits: Competitive salary, professional development, and a supportive culture.
- Other info: Collaborative environment focused on learning and career progression.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Tertiary qualifications in Financial Planning or related fields are essential.
The predicted salary is between 80000 - 90000 $ per year.
This is an exciting opportunity to join Ironbark Financial Group as a Junior Associate within our Central Queensland team located in Rockhampton and Gladstone. You'll play a key role in supporting clients and Advisers while developing the skills, knowledge, and experience needed to progress towards a Financial Adviser role.
About the Role
- Support Senior Advisers in the delivery of high-quality, client-centric financial advice.
- Attend client meetings and assist in the preparation and implementation of advice strategies.
- Build and maintain positive relationships with clients, ensuring a professional and responsive client experience.
- Assist with client reviews, information gathering, and ongoing service requirements.
- Work closely with paraplanners and client support teams to ensure efficient and accurate delivery of advice recommendations.
- Maintain accurate client records and ensure documentation meets regulatory and compliance requirements.
- Develop technical knowledge and advisory capability through ongoing learning and professional development.
About You
- Demonstrated experience in a financial planning, paraplanning, client services, or associate adviser role.
- Strong relationship-building and communication skills, with a genuine commitment to client service.
- High attention to detail and ability to manage competing priorities in a professional services environment.
- Strong organisational skills and a proactive approach to problem-solving.
- Ability to work effectively within a regulated environment and maintain high standards of compliance and professionalism.
- Eagerness to develop technical advice skills and progress your career within financial planning.
- A collaborative team player who values learning, growth, and contributing to a positive culture.
Qualifications
- Close to completion or completed tertiary qualifications in Financial Planning or a related discipline.
- Progressing towards, or meeting, current Financial Adviser education requirements. Candidates who are ready to commence their Professional Year are encouraged to apply.
- Ability to satisfy pre-employment screening requirements, including criminal history, bankruptcy, and ASIC checks.
Remuneration
Remuneration package offered ranges between $80,000 - $90,000, including superannuation, dependent on qualifications, experience, and demonstrated capability.
About Us
Ironbark Financial Group is Australia's trusted home of great advice. With offices across QLD, NSW, VIC, ACT and TAS, we support Australians through quality financial advice and wealth solutions. Our business brings together experienced advisers and specialist professionals who share a commitment to helping clients live their best possible lives. Guided by a client-first mindset, we work collaboratively to deliver tailored advice and meaningful outcomes for the people and communities we serve. As our business continues to grow, we remain focused on creating an environment where our people feel supported, connected and empowered to succeed. You'll find a culture where ideas are welcomed, collaboration is encouraged and long-term career development is genuinely supported.
Why Join Ironbark?
We believe that great businesses are built by great people. At Ironbark, we're committed to creating an environment where our people can do their best work, continue to grow and enjoy being part of a supportive and collaborative culture. Depending on role requirements and eligibility, our people may have access to benefits and initiatives including:
- Career progression opportunities across a growing national group
- Professional development support
- Ongoing learning and development opportunities
- Health and wellbeing initiatives
- Paid parental leave (subject to eligibility requirements)
- Community and volunteer leave
- Employee recognition programs
- Employee assistance services
Above all, we're proud of the culture we've built. A culture where people support each other, celebrate success together and genuinely care about delivering great outcomes for clients and colleagues alike.
Junior Associate employer: Ironbark Financial Group
Ironbark Investment Solutions is an exceptional employer, offering a dynamic work environment in the heart of Sydney with a flexible hybrid working arrangement. Employees benefit from a collaborative culture that prioritises professional growth and development, alongside competitive remuneration packages that reflect their skills and experience. Joining Ironbark means being part of a dedicated team committed to delivering outstanding client outcomes while enjoying the unique advantages of working in a leading financial services firm.
