At a Glance
- Tasks: Support Senior Advisers through the full client journey, from prep to implementation.
- Company: Very Lucky Ventures partners with innovative financial advice firms across Australia.
- Benefits: Gain real exposure to complex advice and a clear path to full authorisation.
- Other info: Dynamic environment with opportunities for career advancement.
- Why this job: Join fast-paced firms investing in tech and processes for genuine growth.
- Qualifications: FASEA-compliant degree and 1+ years in a financial planning support role.
The predicted salary is between 62100 - 75900 $ per year.
Who we are
We're Very Lucky Ventures (VLV) - we partner with founder-led financial advice firms across Australia doing $2M-$10M+ in revenue, who are looking to scale.
We help by building the team, tech and process that differentiate them from the old-era of financial advice.
The role
- Supporting a Senior/Lead Adviser across the full client journey - prep, research, strategy, implementation
- Real exposure to complex advice, not just admin and diary management
- A clear runway toward full authorisation
- Sydney and Melbourne-based, with firms that actually invest in tech (not spreadsheets held together with hope)
- What you'll bring
- FASEA-compliant degree, completed or close to it
- Professional Year underway or completed
- 1+ years in a financial planning support role - Associate, Client Services, or Paraplanning
- Genuine curiosity about advice, not just chasing the letters after your name
- Not for you if
- You want to coast - these firms move fast and expect you to keep up
- You're chasing a full book straight away - this is the step before that, not a shortcut around it
- Why bother
- We only work with firms we genuinely recommend and work with personally.
- The firms we work with are all investing heavily into their tech, team and processes.
- Every firm we work with is scaling, so there's a real ceiling above this role, not just a job title.
- #J-18808-Ljbffr
Associate Adviser in Sydney employer: Very Lucky Ventures
At Very Lucky Ventures, we pride ourselves on being an exceptional employer by fostering a dynamic work culture that prioritises innovation and collaboration. Our commitment to employee growth is evident through our partnerships with scaling financial advice firms, providing you with the tools and support needed to excel in your role as a Financial Adviser. With a focus on meaningful client relationships and cutting-edge technology, you'll find a rewarding environment that encourages professional development and success.
