Assistant Financial Adviser

Recruit Shop - OLD - Lauren Shaw; Inverell; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

One-on-One mentoring

Professional development

Immediate start

Job summary

Recruit Shop - OLD - Lauren Shaw is offering a structured entry pathway to become a Financial Adviser in Inverell. The role supports experienced advisers through research, documentation, and client interaction, with mentoring and hands-on development.

No prior planning experience is required; a genuine interest in helping clients achieve their financial goals and a willingness to learn are essential. Excellent communication, analytical skills, and a proactive attitude are valued.

Qualifications

• Interest in financial advice and helping clients achieve goals.
• Strong analytical and problem-solving abilities.
• Proven proficiency with Microsoft Office and general tech literacy.
• Excellent communication and interpersonal skills with high attention to detail.

Responsibilities

• Assist advisers with preparing financial advice and client strategies.
• Research superannuation, investments, insurance, and retirement 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

Problem-solving

Microsoft Office

Communication skills

Attention to detail

Organisational ability

Education

Bachelor’s degree in Business/Commerce/Finance/Economics (desirable)

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 Inverell . 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