Learn from senior strategists and a firm that backs your growth.
- Real exposure and personalised mentorship in advice strategy
- Professional office and supportive environment
Develop you career in a firm that gives you real exposure and personalised mentorship. This is your opportunity to join a highly respected, boutique private wealth firm working with a loyal base of HNW successful individuals, families and businesses.
About the Role
- You'll be at the core of the advice team—learning the ropes, contributing to real outcomes, and sharpening your skills every day.
- Assist with research and analysis across all areas of tax structures, asset ownership with exposure to portfolio construction and management
- Model scenarios and stress test strategies, prepare SoAs, ROAs, and client materials
- Sit in on strategy sessions and learn how the advice really comes together
- Engage with a close-knit, high-performing team who will support you all the way
- What they're Looking For
- You'll have finished your degree, already working in advice support and plan construction with a common thread of being driven to learn and your genuine interest in personal financial advice.
You'll bring:
- Curiosity, attention to detail, and the ability to pick things up quickly
- Current exposure to financial advice and plan construction
- Confidence with technology (XPLAN experience a bonus, but not essential)
- A team-first mindset and strong communication skills
Why This Is a Great Move
- Serious exposure: Work on strategies for HNW client portfolios, SMSFs, trusts, intergenerational planning and portfolio construction exposure.
- Structured mentorship: Learn directly from experienced financial advisers, investment professionals and senior strategists.
- True team culture: 20+ years in the game, a team of 20, and barely any turnover.
- Central CBD location: Professional office, supportive environment, and no \"big firm\" politics.
- Career clarity: Whether you want to grow into advice or be the technical strategist for the firm the opportunity exists.
This isn't a place to \"get your hours up.\" It's a place to grow, contribute, and be part of a team where you're seen and valued. You'll be mentored, not micromanaged.
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