Assistant Financial Adviser

Recruit Shop - OLD - Lauren Shaw; Greater Shepparton; On-site; AUD 55,000 - 85,000; Full time

Job summary

Recruit Shop - OLD - Lauren Shaw is seeking a motivated individual to join their team in Shepparton, VIC, to develop into a qualified Financial Adviser through a structured career pathway. No prior financial planning experience is required, with hands-on experience, mentoring, and ongoing professional development.

You will assist experienced advisers, research financial solutions, prepare documentation, attend client meetings, and liaise with clients and providers while learning compliance and

Qualifications

• Genuine interest in financial advice.
• Strong analytical and problem‑solving skills.
• Proficiency in Microsoft Office.
• Strong communication and interpersonal skills with attention to detail.

Responsibilities

• Assist advisers with preparing financial advice and client strategies.
• Research superannuation, investments, insurance and retirement planning solutions.
• Prepare client meeting documentation and follow‑up correspondence.
• Attend client meetings and take meeting notes.
• Liaise with clients, product providers and external stakeholders.
• Support the implementation of financial advice recommendations.
• Learn compliance and regulatory requirements.

Skills

Analytical skills

Communication

Problem-solving

Attention to detail

Organisational ability

Willingness to learn

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Are you looking for a rewarding career where you can make a real difference inpeople's lives?

We are looking for a motivated individual to join our client's team in Shepparton . This is a structured career pathway designed to develop you into a qualified Financial Adviser through hands‑on experience, mentoring and ongoing professional development. No previous financial planning experience is required, just a genuine interest in helping people achieve their financial goals and a willingness to learn.

About The Company

Be part of a financial advisory business with genuine scale and reach. They have 16 offices across NSW, VIC and QLD, delivering accounting, tax, bookkeeping, financial planning and SMSF services, backed by modern cloud‑based tools and systems. The company believes great advisers are developed through experience, mentoring and continuous learning. With a strong focus on mentoring and professional development, the business prides itself on creating a supportive, collaborative and values‑driven working environment.

About The Opportunity

The primary purpose of this position is to support experienced advisers across all aspects of financial advice while you develop into a qualified Financial Adviser through a structured career pathway.

Some of your responsibilities will include:

• Assisting advisers with preparing financial advice and client strategies


• Researching superannuation, investment, insurance and retirement planning solutions


• Preparing client meeting documentation and follow‑up correspondence


• Attending client meetings and taking meeting notes


• Liaising with clients, product providers and external stakeholders


• Supporting the implementation of financial advice recommendations


• Learning compliance and regulatory requirements

About You

The successful candidate will have:

• A genuine interest in financial advice and helping clients achieve their goals


• Strong analytical and problem‑solving skills


• Proficiency in Microsoft Office


• Strong communication and interpersonal skills, with excellent attention to detail and organisational ability


• A positive attitude, willingness to learn and a strong work ethic


• A Bachelor’s degree in Business, Commerce, Finance, Accounting, Economics or a related discipline (desirable, not essential)

What’s in it for You?

• Rewarding Career | Make a Real Difference in People'sLives


• Structured Pathway to Becoming a Financial Adviser


• One-on-One Mentoring from Experienced Advisers


• Ongoing Professional Development & Support


• Exposure to a Diverse Range of Clients & Strategies


• Immediate StartConsidered for the Right Candidate