Senior Associate Adviser | Pathway to Financial Adviser

Everyday Wealth; Northern Beaches Council; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

One rostered day off each month

Flexible working arrangements

Ongoing technical and professional dev

Six-monthly salary reviews

Competitive salary based on experience

Job summary

Everyday Wealth, a growing boutique financial planning practice based in Brookvale on Sydney's Northern Beaches, is seeking a Senior Associate Adviser. This newly created role supports growth and provides exposure to the full financial planning process, including real client strategies and advisory documentation.

You will gain mentoring from experienced advisers and work towards becoming a Financial Adviser.

Qualifications

• Experience in an Australian financial planning practice
• Familiarity with ROAs/SOAs is advantageous
• Strong communication and professional approach
• Ability to support advisers with strategy, research and implementation
• Interest in becoming a Financial Adviser

Responsibilities

• Work alongside experienced advisers on the full financial planning process
• Contribute to real client strategies and technical advice preparation
• Assist with Records of Advice (ROAs) and Statements of Advice (SOAs)
• Coordinate implementation of advice recommendations with clients and providers
• Support client meetings and ongoing relationship management
• Contribute to continuous improvement of systems and processes

Skills

Financial planning experience

Client relationship management

Written and verbal communication

Attention to detail

Education

Progress towards financial planning degree

Tools

Xplan

Job description

Senior Associate Adviser | Pathway to Financial Adviser

Build your career with a business that's building its future.

Are you looking for more than just another Associate Adviser role?

Do you want to work closely with experienced advisers, contribute to real client strategies and build a genuine pathway towards becoming a Financial Adviser?

At Everyday Wealth, we're not simply recruiting to fill a position. We're investing in the future of our business and looking for someone who wants to grow with us.

As our business enters the next phase of growth, we're expanding our advice team and creating opportunities for ambitious professionals who want to develop into exceptional advisers.

If you're looking for a role where you'll be challenged, supported and allowed to build a long-term career, we'd love to hear from you.

About Everyday Wealth

Everyday Wealth is a growing boutique financial planning practice based in Brookvale on Sydney's Northern Beaches.

We help individuals and families make better financial decisions through strategic advice across:

• Superannuation


• Investments


• Wealth Creation


• Debt & Lending Strategies


• Personal Insurance


• Retirement Planning


• Cash Flow & Financial Independence

Our business has grown consistently through referrals, long-term client relationships and a commitment to delivering high-quality advice.

As we continue to grow, we're investing heavily in our people, technology and systems to build a business that is scalable, efficient and an outstanding place to build a career.

This is an exciting time to join the business.

Over the next few years our goal is to continue expanding our advice team, creating new career opportunities and developing the next generation of Financial Advisers from within.

The Opportunity

This is a newly created role designed to support the continued growth of Everyday Wealth.

You'll work directly alongside our experienced advisers, gaining exposure to the complete financial planning process rather than being limited to one small part of it.

From day one you'll be involved in real client strategies, technical advice preparation and implementation while developing the knowledge and experience required to progress towards becoming a Financial Adviser.

This role is designed for someone who already has practical experience working within a financial planning practice and is ready to take the next step in their career.

Your Career Pathway

We believe career progression should be clear, achievable and supported.

Our long-term vision is to continue expanding the advice team by developing advisers from within the business.

Your career pathway may look something like:

• Senior Associate Adviser


• Professional Year (PY)


• Financial Adviser


• Building your own client relationships and ongoing review portfolio


• Senior Financial Adviser

As the business continues to grow, new opportunities for leadership, mentoring and adviser development will continue to be created.

What You'll Be Doing

Working closely with our advice team, you'll gain exposure across every stage of the advice process, including:

• Research and strategy development


• Financial modelling and analysis


• Preparing Records of Advice (ROAs)


• Assisting with Statements of Advice (SOAs)


• Coordinating implementation of advice recommendations


• Communicating with clients, accountants, solicitors, lenders, insurers and product providers


• Preparing client review documentation


• Supporting advisers during client meetings


• Progressively taking greater ownership of client relationships


• Contributing to continuous improvement of systems, processes and technology

About You

We're looking for someone who already has practical experience working within a financial planning practice and wants to continue building their career.

You’ll ideally bring:

• Experience working within an Australian financial planning business


• Practical experience preparing or assisting with ROAs and SOAs


• A strong understanding of the end-to-end advice process


• Experience supporting Financial Advisers with strategy, research and implementation


• Excellent attention to detail


• Strong written and verbal communication skills


• A professional and proactive approach


• Excellent organisational skills


• Confidence working directly with clients and professional stakeholders


• A genuine passion for financial advice and helping clients achieve better outcomes

Most importantly, you’re looking for more than just your next job.

You’re looking for a business that will invest in your development and provide genuine opportunities to become a Financial Adviser.

Experience That Would Be Highly Regarded

• Experience using Xplan or similar financial planning software


• Progress towards completing a relevant financial planning degree


• Understanding of ASIC regulatory requirements and compliance obligations


• Experience working with superannuation, insurance and investment implementation

What We Offer

• A genuine pathway towards becoming a Financial Adviser


• Direct mentoring from experienced advisers


• Exposure to client meetings and strategic advice discussions


• Support through the Professional Year Program


• Six-monthly performance and salary reviews


• Competitive salary based on experience


• One rostered day off each month


• Flexible working arrangements


• Ongoing technical and professional development


• A collaborative, supportive and growing team culture

Why Join Everyday Wealth?

We believe our people are our greatest investment.

We’re building a business that creates opportunities, supports professional growth and develops exceptional Financial Advisers.

If you’re ambitious, enjoy learning, want to work alongside experienced advisers and are excited by the opportunity to build a long-term career within a growing business, we’d love to hear from you.

Take the next step in your financial planning career and become part of the next chapter of Everyday Wealth.