Junior Financial Adviser / Associate Adviser

Veurr Financial Planning; Canberra; On-site; AUD 55,000 - 85,000; Full time

Job summary

Véurr Financial Planning is a growing Australian financial planning firm dedicated to guiding clients on their financial journey with practical, clear advice. The Junior Financial Adviser role offers exposure to the full planning process, with mentorship and increasing client responsibility over time.

You will work closely with experienced advisers, develop strategy, modelling and documentation, and progressively take on client-facing responsibilities in a collaborative team.

Qualifications

• Degree in Financial Planning, Commerce, Finance, Economics or related discipline.
• Some experience in financial planning, paraplanning or client services preferred.
• Genuine desire to become a Financial Adviser.
• Strong written and verbal communication, and good organisational skills.
• Willingness to learn and continuously improve.
• Professional Year candidates are strongly encouraged to apply.

Responsibilities

• Assisting advisers with the preparation and delivery of client advice
• Conducting financial research and assisting with strategy development
• Preparing financial models, projections and supporting analysis
• Assisting with the preparation of Statements of Advice and other advice documentation
• Participating in client meetings and gradually developing your own client-facing skills
• Preparing meeting agendas, notes and follow-up actions
• Assisting with the implementation of client recommendations
• Liaising with clients, product providers and other professional stakeholders
• Maintaining accurate client records and ensuring advice documentation is complete and compliant
• Supporting ongoing client reviews and relationship management

Skills

Communication skills

Attention to detail

Analytical thinking

Interest in financial markets

Team collaboration

Client-facing

Learning mindset

Professional Year encouraged

Education

Degree in Financial Planning, Commerce, Finance, Economics, Business or related discipline

Job description

Véurr Financial Planning is a growing Australian financial planning firm built around a simple philosophy: be the protector and guide on our clients’ financial journey.

We provide personalised financial advice across wealth creation, superannuation, investments, retirement planning, insurance and intergenerational wealth. Our approach is centred on understanding the person behind the numbers and delivering advice that is practical, clear and genuinely relevant to their goals.

Our team brings more than 40 years of combined industry experience, with experienced Senior Financial Advisers supported by a professional client service and administration team.

As Véurr continues to grow, we are looking for an ambitious Junior Financial Adviser / Associate Adviser who wants to build a long-term career in financial planning.

About the role

This is an opportunity to join a growing advice practice where you will work closely with experienced Financial Advisers and gain exposure to the full financial planning advice process, including client meetings, strategy development, research, modelling, advice documentation and implementation. As your knowledge and confidence develop, so will your level of responsibility and client exposure.

Key responsibilities

Assisting advisers with the preparation and delivery of client advice

Conducting financial research and assisting with strategy development

Preparing financial models, projections and supporting analysis

Assisting with the preparation of Statements of Advice and other advice documentation

Participating in client meetings and gradually developing your own client-facing skills

Preparing meeting agendas, notes and follow-up actions

Assisting with the implementation of client recommendations

Liaising with clients, product providers and other professional stakeholders

Maintaining accurate client records and ensuring advice documentation is complete and compliant

Supporting ongoing client reviews and relationship management

About you

A degree in Financial Planning, Commerce, Finance, Economics, Business or a related discipline

Some experience in financial planning, paraplanning, client services or a related financial services role — preferred but not essential

A genuine desire to become a Financial Adviser

Strong written and verbal communication skills

Excellent attention to detail and organisational skills

Strong analytical and problem-solving ability

An interest in understanding financial markets, investments and personal finance

The ability to work collaboratively while also taking ownership of your responsibilities

A professional and personable approach when dealing with clients

A willingness to learn and continuously improve

Professional Year candidates are strongly encouraged to apply.

Your Career With Véurr

We don't want this to be just another job.

For the right person, this role can provide a clearly defined pathway from Associate Adviser → Financial Adviser, with ongoing mentoring, training and increasing responsibility.

You will have the opportunity to learn directly from experienced advisers, participate in real client conversations and develop the technical and interpersonal skills required to become a successful adviser.

Our senior advisers have extensive experience across wealth accumulation, risk protection, superannuation, lending, retirement planning, intergenerational advice and other areas of financial planning.

Genuine career pathway

towards becoming a Financial Adviser

Professional Year support

for eligible candidates

Direct mentoring and guidance from experienced Financial Advisers

Exposure to the complete financial planning process

Increasing client-facing opportunities as your skills develop

Ongoing professional development and training

A collaborative and supportive team environment

Opportunity to contribute to a growing business and have your ideas heard

Work with a diverse range of clients and financial circumstances

Be part of a firm that genuinely values personalised, client-centred advice

Véurr's approach is deliberately different from a one-size-fits-all model. We focus on understanding our clients' goals, values and circumstances and developing strategies that evolve with them.

The Person We’re Looking For

Most importantly, we’re looking for someone who is hungry to learn and wants to build something long term.

You don’t need to know everything on day one. We can teach technical knowledge.

What we can’t teach is curiosity, initiative, integrity and a genuine desire to help clients.

If you are someone who wants to develop your career, work alongside experienced advisers and eventually sit across the table from clients as a Financial Adviser, we’d love to hear from you.

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