The gigThis isnt your typical advice role.At our Clients Financial Advisory Institution, youll be working inside a modern, ethical, fast-growing advice business with strong client demand, an experienced advice team, an in-house paraplanning team, implementation manager and technology were building ourselves to improve the advice process.Depending on your experience, youll be:
Working directly with clients to understand their goals, money, family situation and financial complexity.
Collaborating with talented advisers, associates, paraplanners and implementation specialists to deliver advice that is clear, useful and genuinely valuable.
Helping shape holistic financial plans across super, retirement, investing, structures, tax planning, personal insurance, property-related strategy and cashflow.
Supporting or delivering advice meetings that make clients feel calm, confident and excited about their future.
Contributing to a better advice experience using technology, systems, media, education and a very different way of thinking.Our clients are not your average walk in off the street clients. Many are educated, engaged, financially curious and often more complex. They usually care deeply about getting advice that is thoughtful, strategic and easy to understand.Your job? Help turn the complicated world of money, investing, tax, super, insurance and retirement into something clients can actually use.Your superpowersWere looking for people who fit the path below:For Associate Advisers:
You have some experience in financial advice, paraplanning, client service, implementation, or a related role.
Youre willing to do a mix of client service, paraplanning support, advice preparation and direct work with advisers.
You want to learn from talented financial advisers and develop into a high-quality adviser yourself.
You may be ready for your Professional Year, or close to it. If you meet the right standards and pass probation, were always open to supporting you through it (we have two people in their PY right now).
You'll want to grow your skills - we support all staff to undertake higher education.
Youre ambitious, curious and prepared to do the work properly.You would also be someone who:
Pays close attention to detail without getting lost in the weeds.
Communicates simply, warmly and clearly.
Wants to keep learning and getting better (e.g. elevating their personal brand via our network and via client relationships)
Enjoys working with clients who are engaged, curious and sometimes a little financially obsessed.
Want to provide actual advice - our clients are smarter, wealthier and ambitious.
Brings energy, initiative and care to a profession that badly needs more of all three.
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Thrives in a good-hustle culture (we're a scale up with big plans, not a 'maybe speak with your client once-a-year if you're lucky' style business)Nice-to-haves bonus points if you tick a few of these:
University qualified in financial planning, commerce, accounting, economics or similar.
A genuine interest in investing, markets, business, tax, super or strategy.
Experience with retirement planning, personal insurance, superannuation, tax structures or high-net-worth clients.
A background in paraplanning or modelling.
Fun hobbies, side projects, team sports, strategy games or anything that proves youre curious
A deep, almost irrational dislike of bad (long, jargon-ey) SOAs.Tools & strategies
Tools we use: Adviser logic, asana, liferisk online faster nd Proficient in the area of insurance and Strategies youll work on: Should be proficient in the area of insurance and superannuationOther areas to know would be retirement planning, pension structures, contribution planning, debt recycling, investment portfolios, cashflow planning, property-related strategy, trust and company structures, tax-aware wealth planning, estate planning considerations, and advice for high-income and high-net-worth clients.You dont need to be an expert in everything. But you do need to be hungry to learn, open to feedback and excited by complexity.Why NOT join our Client?
You want to sell products instead of giving advice.
You like cookie-cutter financial plans.
You want a quiet corporate role where nothing changes.
You dont like feedback, accountability or learning new things.
You believe thats how weve always done it is a good reason to keep doing something.
Microsoft Teams is your happy place.So why join our Client?Because were not like everyone else.Heres what youll get with us:
Salary: Competitive salary package, based on experience and role. Well pay properly for great people.
Growth: Support to grow into a better adviser, associate, strategist and professional.
Professional Year support: For the right associate, were open to supporting you through your Professional Year after you meet the probationary period and show us youre ready.
Team culture: Supportive, ambitious, collaborative and never boring.
Ethics: We charge fixed advice fees. No commissions. No product flogging. No pretending a template is a strategy.
Technology: Youll help shape the systems and tools were building to improve the advice process in Australia.
Impact: The work you do will genuinely shape the financial futures of everyday Australians.Final wordIf youre looking for a cruisy advice job where you can hide behind templates, products and old-school systems this is not the place.If you want to work with smart clients, talented advisers, experienced paraplanners, modern technology and a business that genuinely cares about making financial advice better then wed love to hear from you.
Salary
Probation:
Duration:
Salary during probation: After probation:
Annual CTC: Competitive salary
Number of openings
1 Editor’s note
Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.
