Associate Adviser — Mentored Path to Financial Planner

Best Life Financial Planning Pty Ltd; Caboolture; On-site; AUD 80,000 - 100,000; Full time

Benefits offered by this job

Superannuation

Incentives & benefits

Mentoring & Professional Year support

Job summary

Best Life Financial Planning Pty Ltd in Caboolture is seeking an Associate Adviser for an office‑based role. You’ll start with mentoring, learn our advice philosophy, client base and systems, and support your Professional Year progression while building capability to become the practice’s third Financial Adviser.

You’ll work closely with two Advisers, two Financial Planning Assistants and an Office Manager, assisting with client meetings, file notes, and research using Xplan, WealthSolver, Risk

Qualifications

• Two years’ experience in financial planning or advice support.
• Completion or near completion of the approved education for Professional Year.
• Ability to explain financial concepts clearly and respectfully.
• Organised, proactive and able to follow documented processes.
• Comfortable working in a small team and contributing beyond core tasks.

Responsibilities

• Learn our advice philosophy, client base, systems and processes.
• Prepare for appointments and complete post‑meeting work.
• Draft detailed file notes and update client records.
• Assist with Statements of Advice and Records of Advice.
• Communicate with clients, funds, insurers and other service providers.
• Maintain accurate and compliant client files.

Skills

Financial planning experience

Client communication

Attention to detail

Team collaboration

Problem solving

Education

Education requirements for Professional Year

Tools

Xplan

WealthSolver

Risk Researcher

XTools+

Job description

Best Life Financial Planning Pty Ltd in Caboolture is seeking an Associate Adviser for an office‑based role. You’ll start with mentoring, learn our advice philosophy, client base and systems, and support your Professional Year progression while building capability to become the practice’s third Financial Adviser.

You’ll work closely with two Advisers, two Financial Planning Assistants and an Office Manager, assisting with client meetings, file notes, and research using Xplan, WealthSolver, Risk