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Listed eight days ago

Adviser Assistant / Client Services Officer - PY Opportunity

at International Search Partners

This is a Full time job

Canberra ACT(Hybrid)
$80,000 – $95,000 per year
Great opportunity for a Client Services Officer to provide administrative support to a small team Financial Advisers whilst interacting with clients
Great opportunity for a Client Services Officer to provide administrative support to a small team Financial Advisers whilst interacting with clients
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed sixteen days ago

Assistant Wealth Advisor

at Lawson Delaney Australia

This is a Full time job

Adelaide SA(Hybrid)
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
Adelaide - Private Wealth advisory firm offering flexible work conditions, 3 days in the offices. Exceptional access to HNW and UHNW clients.
Adelaide - Private Wealth advisory firm offering flexible work conditions, 3 days in the offices. Exceptional access to HNW and UHNW clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed sixteen days ago

Assistant Wealth Advisor

at Lawson Delaney Australia

This is a Full time job

Melbourne VIC(Hybrid)
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
Wealth advisory firm offering flexible work conditions, 3 days in the offices, Collins St based. Exceptional access to HNW and UHNW client.
Wealth advisory firm offering flexible work conditions, 3 days in the offices, Collins St based. Exceptional access to HNW and UHNW client.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed one day ago

Financial Planning Assistant / Paraplanner

at Approved Financial Planners

This is a Full time job

Floreat, Perth WA
$80,000 – $95,000 per year
Are you an experienced Financial Planning Assistant or Client Service Manager looking for your next challenge?
Are you an experienced Financial Planning Assistant or Client Service Manager looking for your next challenge?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago

Adviser Assistant

at Community Broker Network

This is a Full time job

Mildura, Mildura & Murray VIC(Hybrid)
This is an excellent opportunity for someone looking to build a long‑term career in insurance broking within a supportive environment!
This is an excellent opportunity for someone looking to build a long‑term career in insurance broking within a supportive environment!
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
1d ago
1d ago
Listed sixteen hours ago

Financial Planning Associate/Client Services Officer

at Partners Wealth Group

This is a Full time job

Sydney NSW(Hybrid)
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed seventeen hours ago

CSO/Associate (Pathway to Adviser)

at Berritta Consulting
Be an early applicant

This is a Full time job

Adelaide SA
$80,000 – $100,000 per year
Join a boutique FP firm as a CSO / Associate Adviser with client exposure, strategy work and a genuine pathway to Adviser & PY development.
Join a boutique FP firm as a CSO / Associate Adviser with client exposure, strategy work and a genuine pathway to Adviser & PY development.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed three days ago

Associate

at Antaeus Investment Management

This is a Full time job

Brighton, Melbourne VIC
Join a high-performing Brighton wealth management team. Gain real client and portfolio exposure from day one in a hands-on Graduate Associate role.
Join a high-performing Brighton wealth management team. Gain real client and portfolio exposure from day one in a hands-on Graduate Associate role.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed one day ago

Events Coordinator/ Personal Assistant

at Astute Financial Management Pty Ltd

This is a Full time job

Toowong, Brisbane QLD
Are you a Professional Person who prides themselves on being one step ahead? Do you have experience working in Events and Executive Support?
Are you a Professional Person who prides themselves on being one step ahead? Do you have experience working in Events and Executive Support?
subClassification: Event ManagementEvent Management
classification: Marketing & Communications(Marketing & Communications)
1d ago
1d ago
Listed seven days ago

Associate Adviser

at Employee Matters

This is a Full time job

Melbourne VIC
Looking for career progression? Apply below...
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed one day ago

Associate Adviser

at Boutique Advisers

This is a Full time job

Subiaco, Perth WA
$100,000 – $120,000 per year
  • Take the next step after your PY with structured mentoring and support
  • Work with an award-winning team that puts clients and culture first
  • Subiaco-based, full-time, with genuine long-term career pathway
  • Take the next step after your PY with structured mentoring and support
  • Work with an award-winning team that puts clients and culture first
  • Subiaco-based, full-time, with genuine long-term career pathway
Associate Adviser wanted. PY completed, XPLAN savvy, team-first. Award-winning Subiaco firm with real progression opportunities.
Associate Adviser wanted. PY completed, XPLAN savvy, team-first. Award-winning Subiaco firm with real progression opportunities.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed seventeen days ago

Associate Adviser

at Firefly Financial Pty Ltd

This is a Full time job

Kardinya, Perth WA
$90,000 – $110,000 per year
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed two days ago

Administration Assistant

at LeadingAdvice

This is a Full time job

Bondi Junction, Sydney NSW
$60,000 – $75,000 per year
This is more than just an admin role — it’s an opportunity to be a key part of a Leading Sydney professional financial advice team.
This is more than just an admin role — it’s an opportunity to be a key part of a Leading Sydney professional financial advice team.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
2d ago
2d ago
Listed two days ago

Administration Assistant

at LeadingAdvice

This is a Full time job

Gladesville, Sydney NSW
$60,000 – $75,000 per year
This is more than just an admin role — it’s an opportunity to be a key part of a Leading Sydney professional financial advice team.
This is more than just an admin role — it’s an opportunity to be a key part of a Leading Sydney professional financial advice team.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
2d ago
2d ago
Listed twenty days ago

Associate Advisor

at Mutual Trust

This is a Full time job

Adelaide SA
  • Career-defining opportunity with structured learning & development
  • Client-facing role serving best-in-class HNW & UHNW clients
  • Collaborative team that fosters growth, connection and excellence
  • Career-defining opportunity with structured learning & development
  • Client-facing role serving best-in-class HNW & UHNW clients
  • Collaborative team that fosters growth, connection and excellence
Advance your career in a highly respected firm with a sophisticated client base.
Advance your career in a highly respected firm with a sophisticated client base.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed seven days ago

Advice Associate

at William Buck (Qld)

This is a Full time job

Brisbane QLD
  • Brisbane CBD
  • Social, collaborative and hybrid workplace
  • Learn something new everyday
  • Brisbane CBD
  • Social, collaborative and hybrid workplace
  • Learn something new everyday
Are you ready to grow your career in Wealth Advisory?
Are you ready to grow your career in Wealth Advisory?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed eleven hours ago

Casual Professional [Student Advising Assistant]

at Victoria University

This is a Casual/Vacation job

Footscray, Melbourne VIC
$47.46 per hour
  • Located at our Footscray Park campus
  • Contribute positively to the student experience at VU
  • Support current and future students
  • Located at our Footscray Park campus
  • Contribute positively to the student experience at VU
  • Support current and future students
The casual role provides high-quality, first-contact support to current and prospective students, delivering accurate advice, guidance and referrals.
The casual role provides high-quality, first-contact support to current and prospective students, delivering accurate advice, guidance and referrals.
subClassification: Student ServicesStudent Services
classification: Education & Training(Education & Training)
11h ago
11h ago
Listed twelve hours ago

Advice Coach

at FMD Financial Pty Ltd
Be an early applicant

This is a Part time job

Melbourne VIC
  • Directly influence the quality and confidence of adviser-client conversations
  • Help deliver a modern, high quality advice experience
  • Hybrid, part time (0.6FTE) role
  • Directly influence the quality and confidence of adviser-client conversations
  • Help deliver a modern, high quality advice experience
  • Hybrid, part time (0.6FTE) role
Opportunity to be part of a progressive, growing firm where you will play a pivotal role in elevating adviser performance across the business.
Opportunity to be part of a progressive, growing firm where you will play a pivotal role in elevating adviser performance across the business.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12h ago
12h ago
Listed twelve days ago

Associate Financial Adviser

at Innate Financial Services Group Pty Ltd

This is a Full time job

Keilor, Melbourne VIC
$80,000 – $100,000 per year
  • Client first approach - Always
  • If you’re hungry to grow, we’re ready to invest in you
  • Supportive, high-performing culture minus the corporate fluff
  • Client first approach - Always
  • If you’re hungry to grow, we’re ready to invest in you
  • Supportive, high-performing culture minus the corporate fluff
Being exceptional isn’t easy. But if you’re willing to learn, contribute and be challenged, we’ll back you all the way.
Being exceptional isn’t easy. But if you’re willing to learn, contribute and be challenged, we’ll back you all the way.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed seventeen hours ago

Financial Planner Assistant

at Prosper Financial Planning

This is a Part time job

Norwest, Sydney NSW
$40,000 – $42,000 per year + bonus
Help Australians build financial confidence: join a caring, values-led planning practice where your work truly matters.
Help Australians build financial confidence: join a caring, values-led planning practice where your work truly matters.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
17h ago
17h ago
Listed three days ago

Administration and Client Services Assistant

at Ivy Recruitment Partners

This is a Full time job

Melbourne VIC(Hybrid)
$55,000 – $70,000 per year
Join this highly regarded small financial planning firm and be a part of an INCREDIBLE team and great culture. City location, 4 days office/1 day home
Join this highly regarded small financial planning firm and be a part of an INCREDIBLE team and great culture. City location, 4 days office/1 day home
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed six days ago

Team Assistant

at Hays

This is a Full time job

Sydney NSW
  • Leading wealth manager with strong career growth potential
  • Modern Chifley Square office in a premium CBD location
  • Be the right hand to a high‑performing advisory team
  • Leading wealth manager with strong career growth potential
  • Modern Chifley Square office in a premium CBD location
  • Be the right hand to a high‑performing advisory team
Be the go‑to Team Assistant for a leading wealth manager. Support advisers, manage workflows & deliver exceptional client service.
Be the go‑to Team Assistant for a leading wealth manager. Support advisers, manage workflows & deliver exceptional client service.
subClassification: PA, EA & SecretarialPA, EA & Secretarial
classification: Administration & Office Support(Administration & Office Support)
6d ago
6d ago
Listed two days ago

Admission Advisors

at Curtin University

This is a Full time job

Bentley, Perth WA
$83,283 - $91,103 (G05) + 17% superannuation
  • Full-time, continuing (permanent) and fixed term positions available
  • On-campus amenities including a gym, medical centre, and childcare facilities
  • Generous leave entitlements
  • Full-time, continuing (permanent) and fixed term positions available
  • On-campus amenities including a gym, medical centre, and childcare facilities
  • Generous leave entitlements
We are currently seeking full-time Admission Advisors to join our dynamic and fast-paced team of professionals.
We are currently seeking full-time Admission Advisors to join our dynamic and fast-paced team of professionals.
subClassification: Student ServicesStudent Services
classification: Education & Training(Education & Training)
2d ago
2d ago
Listed eight days ago

Associate Adviser

at Vivere Recruitment Group

This is a Full time job

Sydney NSW
Excellent salary and benefits
  • New role due to growth within a successful wealth management firm
  • Clear career path that offers support with PY
  • Sydney CBD locaton
  • New role due to growth within a successful wealth management firm
  • Clear career path that offers support with PY
  • Sydney CBD locaton
Well established wealth management firm with a HNW client base has an exciting opportunity for an associate advisor.
Well established wealth management firm with a HNW client base has an exciting opportunity for an associate advisor.
Recruited byChristopher Gordon
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed nineteen days ago

Associate Advisor

at Chronos Private

This is a Full time job

Melbourne VIC
$75,000 – $90,000 per year
  • Direct mentorship from the principal
  • Real client exposure from day one
  • A team that brings energy and personality to the work
  • Direct mentorship from the principal
  • Real client exposure from day one
  • A team that brings energy and personality to the work
Advisor pathway at a boutique Melbourne practice. Direct mentorship from the principal, real client work, clear path to PY in 18–24 months.
Advisor pathway at a boutique Melbourne practice. Direct mentorship from the principal, real client work, clear path to PY in 18–24 months.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed seventeen hours ago

CSO/Associate (Pathway to Adviser)

at Berritta Consulting

This is a Full time job

Melbourne VIC
$80,000 – $100,000 per year
CSO role supporting HNW clients with a clear pathway to Adviser. Join a boutique firm offering holistic advice, strong mentoring, and career growth.
CSO role supporting HNW clients with a clear pathway to Adviser. Join a boutique firm offering holistic advice, strong mentoring, and career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed twenty four days ago

Associate Adviser / Professional Year

at SJButler Financial Planning

This is a Full time job

Ballarat, Ballarat & Central Highlands VIC
$80,000 – $120,000 per year
  • Elevate Your Financial Career
  • Join Our Close-Knit Team
  • Career Transition Opportunity
  • Elevate Your Financial Career
  • Join Our Close-Knit Team
  • Career Transition Opportunity
Join SJButler, a leading Ballarat financial services firm. Transition your career and help clients achieve financial success.
Join SJButler, a leading Ballarat financial services firm. Transition your career and help clients achieve financial success.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
24d ago•Expiring
24d ago•Expiring
Listed five days ago

Team Assistant/ EA - Global Investment Bank

at Pathfinder Recruitment

This is a Full time job

Sydney NSW
$120,000 – $130,000 + super + bonus
  • Varied, high-level EA role with exposure to clients and international teams
  • Join a global firm with a close-knit and collaborative Sydney office
  • Work closely with 2 Managing Directors in a trusted business support role
  • Varied, high-level EA role with exposure to clients and international teams
  • Join a global firm with a close-knit and collaborative Sydney office
  • Work closely with 2 Managing Directors in a trusted business support role
Support 2 MDs in a global investment bank. Fast-paced EA role with high-level coordination, events & team support. Sydney CBD.
Support 2 MDs in a global investment bank. Fast-paced EA role with high-level coordination, events & team support. Sydney CBD.
subClassification: PA, EA & SecretarialPA, EA & Secretarial
classification: Administration & Office Support(Administration & Office Support)
5d ago
5d ago
Listed twenty one days ago

Financial Planning Assistant Manly

at Virtue and Partners

This is a Full time job

Manly, Sydney NSW
Financial Planning Assistant with genuine career development, based in Manly
Financial Planning Assistant with genuine career development, based in Manly
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed twenty one days ago

Associate - Private Wealth

at CANDOR Recruitment

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW(Hybrid)
$80,000 - $95,000
  • Progression into Professional Year
  • Established Private Wealth Firm (25+ staff)
  • Flexible working arrangements
  • Progression into Professional Year
  • Established Private Wealth Firm (25+ staff)
  • Flexible working arrangements
We are looking for an Adviser Associate to work in an established firm. This role is open to graduates and experienced candidates.
We are looking for an Adviser Associate to work in an established firm. This role is open to graduates and experienced candidates.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed six days ago

Financial Planning Graduate

at Count North Sydney

This is a Full time job

North Sydney, Sydney NSW(Hybrid)
  • Structured mentoring and hands-on exposure to the full financial advice process
  • Genuine long-term career progression within a supportive and collaborative team
  • Broad exposure to super, investments, insurance, and financial strategies.
  • Structured mentoring and hands-on exposure to the full financial advice process
  • Genuine long-term career progression within a supportive and collaborative team
  • Broad exposure to super, investments, insurance, and financial strategies.
We are a growing and client-focused financial planning firm based in North Sydney seeking a motivated and professional FP Graduate to join our team.
We are a growing and client-focused financial planning firm based in North Sydney seeking a motivated and professional FP Graduate to join our team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed seven days ago

Associate Adviser

at Pivot Wealth Pty Ltd

This is a Full time job

Sydney NSW(Hybrid)
~$80-100K + Super + Bonus up to 20%
Opportunity for an Associate keen to fast track their career progression to a Financial Adviser at one of Australia's leading Financial Advice firms.
Opportunity for an Associate keen to fast track their career progression to a Financial Adviser at one of Australia's leading Financial Advice firms.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
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