Associate Adviser: PY Path, Mentorship & Flexible Work

Cartwright Jones; Willoughby City Council; On-site; AUD 95,000 - 115,000; Full time

Benefits offered by this job

Structured PY pathway

Mentorship by Financial Advisers

Flexible working

Boutique firm culture

Job summary

Cartwright Jones in Chatswood is seeking a Paraplanner or Client Services Manager to join a fast-growing boutique advisory group. You’ll work alongside a lead Financial Adviser, gaining exposure to client work, strategy and holistic advice from the ground up.

With 1 year under your belt, you’ll begin your Professional Year (PY) and work toward becoming an authorised representative. We offer a structured career path, mentorship from senior advisers and a supportive team culture.

Qualifications

• Minimum 2 years experience as a Paraplanner, CSM or Associate Adviser.
• Candidate genuinely cares about clients and growth.
• Strong communication and professional disposition.

Responsibilities

• Work with lead Financial Adviser in client meetings and strategy.
• Assist in preparing Statements of Advice (SOAs) and product comparisons.
• Build strategy, research and write SOAs and ROAs.
• Develop client relationships and gradually take on own clients.

Skills

Paraplanner

Client Services Manager

Associate Adviser

Good communicator

Job description

Cartwright Jones in Chatswood is seeking a Paraplanner or Client Services Manager to join a fast-growing boutique advisory group. You’ll work alongside a lead Financial Adviser, gaining exposure to client work, strategy and holistic advice from the ground up.

With 1 year under your belt, you’ll begin your Professional Year (PY) and work toward becoming an authorised representative. We offer a structured career path, mentorship from senior advisers and a supportive team culture.