Junior Financial Adviser - Professional Year Pathway

Candor Recruitment; Newcastle; On-site; AUD 35,000 - 55,000; Part time

Benefits offered by this job

Largest advisory practice in Newcastle

Professional Year opportunity

Training and development focus

Direct client contact and network

Job summary

Candor Recruitment is partnering with a Newcastle-based financial planning practice to support your Professional Year and kick-start your career as a financial adviser. You’ll participate as second chair adviser in client meetings, capture client goals and contribute to tailored financial strategies.

Gain hands-on experience with supervision, work on superannuation, investments and retirement planning, and follow a clear pathway to becoming a qualified adviser in a supportive, growth‑oriented

Qualifications

• 2 years experience as a CSM/Paraplanner.
• Completed approved degree or qualification in financial planning, or close to finishing.
• Excellent communication skills and ability to speak with clients.
• Strong organisational and administrative skills.
• Australian Citizen or PR with full work rights.

Responsibilities

• Join client meetings as second chair adviser and take detailed notes.
• Work on strategy across superannuation, personal insurance, investments, budgeting, debt management, retirement and estate planning.
• Prepare for client meetings with agendas, fact finds and supporting documents.
• Research products and strategies and review advice documents before presenting to clients.
• Support implementation of advice and ongoing reviews for existing clients.
• Build strong relationships with clients and act as a trusted contact.

Skills

Paraplanner experience

Client communication

Organisational skills

Financial planning knowledge

Education

Approved degree in financial planning

Job description

Candor Recruitment is partnering with a Newcastle-based financial planning practice to support your Professional Year and kick-start your career as a financial adviser. You’ll participate as second chair adviser in client meetings, capture client goals and contribute to tailored financial strategies.

Gain hands-on experience with supervision, work on superannuation, investments and retirement planning, and follow a clear pathway to becoming a qualified adviser in a supportive, growth‑oriented