Inverell Trainee Financial Adviser - Mentored Career Path

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

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.