Associate

PSK Private Wealth; Brisbane; Híbrido; AUD 60.000 - 86.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

FLARE benefits

Employee Assistance Program

Hybrid working arrangement

Study assistance

Mentorship from Private Client AdvisAd

Descripción de la vacante

PSK Private Wealth in Brisbane is seeking an Associate to support Private Client Advisers with research, strategy development, portfolio construction, and client engagement. The role is full-time, based in our Brisbane Office, with a transition to a hybrid work model after probation, combining work from home and office in line with our WFH policy.

You will assist in preparing advice documents, records of advice, and client communications while upholding compliance and delivering professional,

Formación

• Knowledge and experience with Financial Planning Software, Xplan including Wealthsolver, Risk Researcher and Xtools+.
• Diploma or Advanced Diploma of Financial Planning qualified or equivalent.
• 2+ years in the same or equivalent role highly desirable.
• Strong organisational skills and ability to multitask effectively.

Responsabilidades

• Collaborating with Private Client Advisers to develop and produce high-quality, complex strategy advice documents.
• Conducting research and assisting in the development of financial strategies across wealth accumulation, investment planning, superannuation, debt management, estate planning, and asset protection.
• Providing strategic input to the preparation of client review documents.
• Attending to client queries and liaising with other professionals to deliver optimal client outcomes.
• Preparing advice documentation, including Records of Advice, modelling and analysis, and documentation for Statements of Advice.
• Working closely with the Advice Delivery team to ensure timely and high-quality client service.
• Ensuring all advice is compliant and appropriate documentation is produced, in line with industry legislation, as well as meeting regulatory and licensee standards.
• Building strong client relationships through meaningful client interaction.

Conocimientos

Research & analysis

Client communication

Multitasking

Time management

Educación

Diploma or Advanced Diploma of Financial Planning

Herramientas

Xplan

Wealthsolver

Risk Researcher

Xtools+

Descripción del empleo

As an Associate, you will be based Full-Time in our Brisbane Office, working Monday to Friday. Following your initial probation period, the role will transition to a hybrid working model, providing flexibility to work from home or the office in line with our PSK Work From Home Policy.

In this role, you will work closely with our Advisers to support the delivery of high-quality financial advice to clients of PSK Private Wealth. You will contribute to research, strategy development, portfolio construction, and client engagement, playing a key role in delivering timely, professional, and client-focused outcomes.

You will support Advisers in their day-to-day responsibilities, helping ensure client needs are met efficiently while contributing to the continued growth and reputation of PSK Private Wealth in the market.

Full Time - 37.5 hours / week

Key Responsibilities

• Collaborating with Private Client Advisers to develop and produce high-quality, complex strategy advice documents.

• Conducting research and assisting in the development of financial strategies across areas such as wealth accumulation, investment planning, superannuation, debt management, estate planning, and asset protection.

• Providing strategic input to the preparation of client review documents.

• Attending to client queries and liaising with other professionals to deliver optimal client outcomes.

• Preparing advice documentation, including Records of Advice, modelling and analysis, and documentation for Statements of Advice.

• Working closely with the Advice Delivery team to ensure timely and high-quality client service.

• Ensuring all advice is compliant and appropriate documentation is produced, in line with industry legislation, as well as meeting regulatory and licensee standards.

• Building strong client relationships through meaningful client interaction.

Qualifications and Experience

• Knowledge and experience with Financial Planning Software, Xplan including Wealthsolver, Risk Researcher and Xtools+

• Diploma or Advanced Diploma of Financial Planning qualified or equivalent

• 2+ years in the same or equivalent role highly desirable

• Strong organisational skills and ability to multitask effectively

Benefits

• Workplace Benefits through FLARE and our Employee Assistance Program

• Study Assistance

• Hybrid working arrangement – in line with our PSK WFH Policy

• Mentorship from Private Client Advisors

About Us

PSK Private Wealth offers financial services that focus on clients’ unique goals and needs. We have 83 financial advisers and over 200 support staff in 17 offices in NSW, VIC, QLD, SA, ACT & WA. Established in 1969, we are undergoing a period of growth to take our strategies to a bigger audience. Our unique success has been achieved through trust developed over years of providing advice to our clients and their families.

Our values are founded on the ancient Greek meaning ofPHILOTIMO,encompassing.“Duty, Honour, Decency and a Responsibilitywe have to each other.”

You are welcome here

We are an Equal Opportunity Employer, proudly welcoming people from all backgrounds. When you join PSK Private Wealth, we want you to bring your whole self to work - and we value your unique contribution.

Applications close on ‘Monday, 16th November 2026’