CSM to Associate Adviser

FS Recruitment Solutions; Sydney; Hybrid; AUD 75,000 - 115,000; Full time

Benefits offered by this job

WFH flexibility

Close to transport

Job summary

FS Recruitment Solutions is helping an established financial planning firm in Sydney find an experienced CSO or Paraplanner to advance into an Associate Adviser role. You will work with senior advisers, support the advice process, and help deliver high‑quality client service.

The role offers flexible work-from-home options once settled, a collaborative culture, and an opportunity to grow within a reputable practice in Miranda.

Qualifications

• Experience within a financial planning practice is required.
• Strong understanding of advice implementation and client service.
• Excellent attention to detail and organisational skills.

Responsibilities

• Support Advisers throughout the advice process.
• Manage implementation of advice recommendations.
• Prepare review documentation and client meeting materials.
• Attend client meetings and assist with follow‑up actions.
• Liaise with platforms, providers and insurers.
• Maintain accurate client records and documentation.
• Assist with strategy preparation and client service delivery.

Skills

Attention to detail

Organisational skills

Strong communication

Client service

Career ambition

Job description

This is an outstanding opportunity for an experienced CSO, Senior CSO or Paraplanner looking to take the next step in their Financial Planning career.

Join a well-established, self-licensed advice firm with a strong reputation for personalised advice, long-term client relationships and a genuinely supportive culture. You will work closely with experienced Advisers, gain greater exposure to strategy and client engagement, and play a key role in the advice process.

Why this role?

• Genuine opportunity to step up into an Associate Adviser position
• Supportive team that invests in career development
• Exposure to sophisticated client strategies
• Established business with modern systems and processes
• Work from home flexibility once established
• Convenient Miranda location close to transport and amenities

Your responsibilities:

• Support Advisers throughout the advice process
• Manage implementation of advice recommendations
• Prepare review documentation and client meeting materials
• Attend client meetings and assist with follow‑up actions
• Liaise with platforms, providers and insurers
• Maintain accurate client records and documentation
• Assist with strategy preparation and client service delivery

About you:

• Experience within a financial planning practice
• Strong understanding of advice implementation and client service
• Excellent attention to detail and organisational skills
• Strong communication skills
• Ambition to continue building your career in Financial Planning

This is a rare opportunity to join a business where you will be supported, valued and given the opportunity to grow. You will be part of a close‑knit team that genuinely enjoys working together and is committed to delivering high-quality advice and service.

If you are ready to take the next step in your Financial Planning career, we would love to hear from you.