Junior Associate

Ironbark Financial Group; Rockhampton Regional; On-site; AUD 80,000 - 90,000; Full time

Benefits offered by this job

Career progression opportunities

Professional development support

Ongoing learning and development

Health and wellbeing initiatives

Paid parental leave

Community and volunteer leave

Employee recognition programs

Employee assistance services

Job summary

Ironbark Financial Group, with offices across QLD, is seeking a Junior Associate for the Central Queensland team based in Rockhampton and Gladstone. You will support Senior Advisers, assist in delivering client-centric financial advice, and help prepare strategies to progress toward a Financial Adviser role.

You will build relationships, manage documentation, and coordinate with paraplanners and client support to ensure compliant, high-quality service while continuing your professional

Qualifications

• Essential: Close to completion or completed tertiary qualifications in Financial Planning or a related discipline.
• Essential: Progressing towards, or meeting, current Financial Adviser education requirements.
• Candidates who are ready to commence their Professional Year are encouraged to apply.
• Ability to satisfy pre-employment screening requirements, including criminal history, bankruptcy, and ASIC checks.

Responsibilities

• Support Senior Advisers in the delivery of high-quality, client-centric financial advice.
• Attend client meetings and assist in the preparation and implementation of advice strategies.
• Build and maintain positive relationships with clients, ensuring a professional and responsive client experience.
• Assist with client reviews, information gathering, and ongoing service requirements.
• Work closely with paraplanners and client support teams to ensure efficient and accurate delivery of advice recommendations.
• Maintain accurate client records and ensure documentation meets regulatory and compliance requirements.
• Develop technical knowledge and advisory capability through ongoing learning and professional development.

Skills

Relationship building

Communication

Attention to detail

Organizational skills

Problem solving

Team player

Career development

Education

Tertiary qualifications in Financial Planning or related discipline

Progressing towards Financial Adviser education requirements

Ready to commence Professional Year

Ability to satisfy pre-employment screening (criminal history, bankruptcy, ASIC checks)

Job description

Ironbark Financial Group – Rockhampton QLD

This is an exciting opportunity to join Ironbark Financial Group as a Junior Associate within our Central Queensland team located in Rockhampton and Gladstone. You'll play a key role in supporting clients and Advisers while developing the skills, knowledge, and experience needed to progress towards a Financial Adviser role.

About the Role

This is an exciting opportunity to join Ironbark Financial Group as a Junior Associate within our Central Queensland team located in Rockhampton and Gladstone. You'll play a key role in supporting clients and Advisers while developing the skills, knowledge, and experience needed to progress towards a Financial Adviser role.

Key Responsibilities

• Support Senior Advisers in the delivery of high-quality, client-centric financial advice.

• Attend client meetings and assist in the preparation and implementation of advice strategies.

• Build and maintain positive relationships with clients, ensuring a professional and responsive client experience.

• Assist with client reviews, information gathering, and ongoing service requirements.

• Work closely with paraplanners and client support teams to ensure efficient and accurate delivery of advice recommendations.

• Maintain accurate client records and ensure documentation meets regulatory and compliance requirements.

• Develop technical knowledge and advisory capability through ongoing learning and professional development.

About You

• Demonstrated experience in a financial planning, paraplanning, client services, or associate adviser role.

• Strong relationship-building and communication skills, with a genuine commitment to client service.

• High attention to detail and ability to manage competing priorities in a professional services environment.

• Strong organisational skills and a proactive approach to problem-solving.

• Ability to work effectively within a regulated environment and maintain high standards of compliance and professionalism.

• Eagerness to develop technical advice skills and progress your career within financial planning.

• A collaborative team player who values learning, growth, and contributing to a positive culture.

Qualifications

• Essential: Close to completion or completed tertiary qualifications in Financial Planning or a related discipline.

• Essential: Progressing towards, or meeting, current Financial Adviser education requirements.

• Candidates who are ready to commence their Professional Year are encouraged to apply.

• Ability to satisfy pre-employment screening requirements, including criminal history, bankruptcy, and ASIC checks.

Remuneration

Remuneration package offered ranges between $80,000 - $90,000, including superannuation and , dependent on qualifications, experience, and demonstrated capability.

About Us

Ironbark Financial Group is Australia's trusted home of great advice.

With offices across QLD, NSW, VIC, ACT and TAS, we support Australians through quality financial advice and wealth solutions.

Our business brings together experienced advisers and specialist professionals who share a commitment to helping clients live their best possible lives. Guided by a client-first mindset, we work collaboratively to deliver tailored advice and meaningful outcomes for the people and communities we serve.

As our business continues to grow, we remain focused on creating an environment where our people feel supported, connected and empowered to succeed. You'll find a culture where ideas are welcomed, collaboration is encouraged and long-term career development is genuinely supported.

Why Join Ironbark?

We believe that great businesses are built by great people.

At Ironbark, we're committed to creating an environment where our people can do their best work, continue to grow and enjoy being part of a supportive and collaborative culture.

Depending on role requirements and eligibility, our people may have access to benefits and initiatives including:

• Career progression opportunities across a growing national group

• Professional development support

• Ongoing learning and development opportunities

• Health and wellbeing initiatives

• Paid parental leave (subject to eligibility requirements)

• Community and volunteer leave

• Employee recognition programs

• Employee assistance services

Above all, we're proud of the culture we've built. A culture where people support each other, celebrate success together and genuinely care about delivering great outcomes for clients and colleagues alike.