Junior Associate

Ironbark Financial Group; Tamworth; On-site; AUD 45,000 - 50,000; Part time

Job summary

Ironbark Financial Group in Tamworth is seeking a Junior Associate to work part-time and support Advisers, clients and support teams while you gain hands-on exposure to the financial advice process. You'll study Financial Planning or related disciplines and develop technical knowledge, with mentoring from experienced Advisers and opportunities to progress as you build your career.

This role offers flexible study-friendly hours (3 days per week) and a collaborative culture focused on client

Qualifications

• Currently studying Financial Planning, Commerce, Business or related discipline.
• First-year students encouraged to apply.
• Previous experience in financial services, administration or customer service is valued but not essential.
• Must pass pre-employment screening requirements.

Responsibilities

• Support Advisers in preparation and delivery of high-quality financial advice.
• Attend client meetings and assist with preparation, follow-up actions and implementation.
• Build and maintain positive relationships with clients while delivering a professional client experience.
• Assist with gathering client information, researching strategies and preparing documentation for the advice process.
• Work with Advisers and support teams to ensure advice is implemented efficiently and accurately.
• Maintain accurate client records and ensure regulatory/compliance documentation is met.
• Assist with ongoing client reviews and service requirements.
• Develop technical knowledge and advisory capability through mentoring and learning opportunities.

Skills

Interest in financial planning

Relationship building

Organisational skills

Communication skills

Regulatory awareness

Proactive learning

Education

Currently undertaking tertiary studies in Financial Planning or related discipline

Applicants in first year of study encouraged

Job description

About the Role

This is an exciting opportunity to join Ironbark Financial Group as a Junior Associate within our Tamworth team.

Working closely with Advisers, clients and support teams, you'll gain hands-on exposure to the financial advice process while developing the technical knowledge and practical experience required for a long-term career in financial planning.

This role is ideal for someone currently studying Financial Planning, Commerce, Business or a related discipline and looking to gain valuable industry experience while continuing their education. You'll be supported by an experienced team and have the opportunity to learn directly from Advisers while contributing to positive client outcomes.

The role is offered on a part-time basis (3 days per week) and provides an excellent opportunity to combine study with practical industry experience.

Key Responsibilities

• Support Advisers in the preparation and delivery of high-quality financial advice.


• Attend client meetings and assist with meeting preparation, follow-up actions and implementation activities.


• Build and maintain positive relationships with clients while delivering a professional and responsive client experience.


• Assist with gathering client information, researching strategies and preparing documentation required for the advice process.


• Work collaboratively with Advisers and support teams to ensure advice recommendations are implemented efficiently and accurately.


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


• Assist with ongoing client review processes and service requirements.


• Develop technical knowledge and advisory capability through mentoring, practical experience and ongoing learning opportunities.

About You

We are particularly looking for someone who demonstrates:

• Humility and a collaborative mindset.


• Drive, initiative and accountability.


• Strong emotional intelligence and professionalism.


• A commitment to delivering outstanding client outcomes.

In addition, you will have:

• A genuine interest in pursuing a career in financial planning.


• Strong relationship-building and stakeholder management skills.


• Excellent organisational skills with the ability to manage competing priorities.


• High attention to detail and a commitment to quality outcomes.


• Strong written and verbal communication skills.


• The ability to work effectively within a regulated environment.


• A proactive approach to learning and professional development.

Qualifications

• Currently undertaking tertiary studies in Financial Planning or a related discipline.


• Applicants in their first year of study are encouraged to apply.


• Previous experience in financial services, administration or customer service will be highly regarded but is not essential.


• Ability to satisfy pre-employment screening requirements.

Remuneration

Remuneration package offered ranges between $75,000 - $80,000 (pro rata), including superannuation, 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, the 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?

At Ironbark, we're committed to developing the next generation of financial planning professionals.

This role offers the opportunity to:

• Learn directly from experienced Advisers and industry professionals.


• Gain practical exposure across all stages of the financial advice process.


• Build technical knowledge and industry experience while completing your studies.


• Progress into greater responsibilities as your skills and experience develop.


• Explore future career opportunities across Ironbark's national office network.


• Access ongoing learning and professional development opportunities.


• Be part of a supportive and collaborative team culture.

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.