ASPIRING FINANCIAL ADVISER – GOLD COAST/HYBRID – GROWING WEALTH MANAGEMENT FIRM – 9 DAY FORTNIGHT + CAREER PATHWAY (JOB ID 1678)

Looking for a firm that will genuinely invest in your professional development and long-term success?

Want flexibility, mentoring and exposure to holistic financial advice within a supportive team environment?

Our client is a progressive and growing wealth management firm on the Gold Coast, providing holistic financial advice across wealth creation, superannuation, retirement planning, insurance, investments and estate planning.

With a loyal and established client base, modern systems and a collaborative team culture, the firm is committed to developing future advisers through structured mentoring, hands-on experience and clear career progression pathways. Their people-first approach has created an environment where ambitious professionals are supported to grow, succeed and build rewarding long-term careers.

This is an excellent opportunity for an Associate Adviser or experienced Client Services professional seeking greater responsibility, adviser exposure and a genuine pathway towards becoming a Financial Adviser.

The Role:

Support Advisers in managing client relationships and delivering exceptional client service

Assist with strategy development across wealth creation, superannuation, insurance, investments and estate planning

Prepare and coordinate advice documentation and supporting materials

Conduct research and analysis to support client recommendations and financial strategies

Maintain accurate client records and documentation within Xplan

Ensure compliance with regulatory requirements and licensee standards

Liaise with clients, advisers and support staff throughout the advice process

Assist with implementation and ongoing management of client strategies

Contribute to team collaboration and continuous improvement initiatives

Monitor and report on client outcomes, progress and action items

About You:

2+ years’ experience within the financial advice industry

Previous experience as an Adviser, Client Services Officer or Paraplanner highly regarded

Progress towards relevant financial planning qualifications or willingness to complete

Working knowledge of Xplan

Strong organisational and administrative skills

Excellent verbal and written communication abilities

Client-focused with a genuine passion for helping people achieve their financial goals

Ability to work independently while contributing positively to a team environment

High attention to detail and strong compliance awareness

Proactive, motivated and eager to build a long-term career in financial advice

What’s On Offer:

Clear pathway towards becoming a Financial Adviser

Structured mentoring and career development support

Flexible working arrangements including work-from-home options

9-day fortnight

Quarterly performance bonuses and additional incentives

Competitive salary package based on experience

Exposure to a large and loyal client base

Modern systems and technology-driven processes

Ongoing professional development and training

Supportive, collaborative and high-performing team environment

Strong work-life balance and people-first culture

Opportunity to build a long-term career within a growing wealth management firm

This is an outstanding opportunity for an aspiring Financial Adviser seeking genuine career progression, mentoring and adviser exposure within a successful and growing wealth management practice. Join a team that values initiative, supports professional growth and provides a clear pathway towards a rewarding future in financial advice.

Please note: This job is based in Australia therefore, only candidates who are permanent residents or citizens of Australia will be considered.

HOW TO APPLY

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