Your Purpose:

  • To be a valuable resource for our Financial Services Team, building relationships with our millennial clients and growing a client base.

Career path:

  • We are looking for a motivated individual to pursue a long-term career within our successful business; to develop skills and undertake tertiary studies if required to assist with business growth and own career development.

  • We will offer a mentor relationship within our qualified team, and there is potential for equity ownership for a driven, successful individual.

You will have:

  • 12 months experience working within a professional services environment

  • Financial Planning diploma or Business related degree

  • Experience with Financial Planning Software, Xplan preferred

  • Strong customer service skills

  • Exceptional attention to detail

  • High standard of written and communication skills

  • Problem solving skills and be able take initiative to manage clients' expectations

  • Ability to maintain a high focus on compliance

  • Motivation to keep up-to-date with technical knowledge and legislation changes

The Role

  • Researching and contributing to financial advice to our clients

  • Assisting with strategy development and modelling in conjunction with the Senior Adviser

  • Investment Portfolio design and research

  • Conducting client meetings as part of the advice delivery team

  • Providing technical support to clients and advisers

  • Providing paraplanning and administration support to Financial Services and Accounting teams

If this sounds like you and you are interested in applying for this position, please send a covering letter and resume to Ros Mitchell –

By email to:

All applications will be treated in line with our privacy policy available on our website.

*Please note: Only people with the right to work in Australia and private applicants should apply.  No agencies or business entities please

Apply online here