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Associate Adviser

Australia, Sydney 90000.00 AUD / Year · Job Posted June 04, 2026
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Job Description

This growing financial advice business based in the CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. They have a great culture and fun team that work really well together. Due to recent growth, they are looking for an Associate Adviser to join their journey and play a key part in their long term success.

Job Responsibility

  • Sit in all client meetings and develop relationship with the client
  • Support clients with communication in the form of updates and administration
  • Support advisors with preparing reports and financial plans

Requirements

  • 3+ years experience working in Paraplanning, CSM or Support Role in Wealth Management
  • RG146 qualifications
  • Understanding of compliance frameworks in the advice industry
  • Strong attention to detail and strong communication skills

What we offer

  • Attractive salary package
  • CBD Based - close to metro
  • Work life balance / wfh options

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