Trainee Financial Adviser

Skybridge Financial; Shepparton; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

One-on-one mentoring

Structured pathway

Professional development

Career progression opportunities

Competitive salary

Job summary

Skybridge Financial is launching an Associate Financial Adviser Program in Victoria, Shepparton. This structured pathway will mentor you through hands-on experience, developing client relationships, technical knowledge and regulatory understanding, with ongoing support.

You’ll work alongside experienced advisers, gaining exposure to financial planning across investments, retirement, and insurance while progressing toward becoming a qualified Financial Adviser.

Qualifications

• Strong communication and interpersonal skills.
• Excellent attention to detail and organisational ability.
• Strong analytical and problem-solving skills.
• Genuine interest in financial advice and helping clients achieve their goals.
• Positive attitude, willingness to learn and a strong work ethic.
• Proficiency in Microsoft Office.

Responsibilities

• Assisting advisers with preparing financial advice and client strategies.
• Researching superannuation, investments, insurance and retirement planning solutions.
• Preparing client meeting documentation and follow-up correspondence.
• Attending client meetings and taking meeting notes.
• Liaising with clients, product providers and external stakeholders.
• Supporting the implementation of financial advice recommendations.
• Learning compliance and regulatory requirements.
• Developing the skills and experience required to become a Financial Adviser.

Skills

Communication skills

Attention to detail

Analytical thinking

Willingness to learn

Microsoft Office

Education

Bachelor's degree in Business, Commerce, Finance, Accounting, Economics or related discipline

Tools

Microsoft Office

Job description

Are you looking for a rewarding career where you can make a real difference in people's lives?

We are looking for a motivated individual to join our team. This is a structured career pathway designed to develop you into a qualified Financial Adviser through hands-on experience, mentoring and ongoing professional development.

No previous financial planning experience is required—just a genuine interest in helping people achieve their financial goals and a willingness to learn.

About the Role

As part of our Associate Financial Adviser Program, you'll work alongside experienced advisers and gain exposure to all aspects of financial advice. You'll progressively develop your technical knowledge, client relationship skills and practical experience while receiving ongoing coaching and support.

• Assisting advisers with preparing financial advice and client strategies.
• Researching superannuation, investments, insurance and retirement planning solutions.
• Preparing client meeting documentation and follow-up correspondence.
• Attending client meetings and taking meeting notes.
• Liaising with clients, product providers and external stakeholders.
• Supporting the implementation of financial advice recommendations.
• Learning compliance and regulatory requirements.
• Developing the skills and experience required to become a Financial Adviser.

About You

You will have:

• Strong communication and interpersonal skills.
• Excellent attention to detail and organisational ability.
• Strong analytical and problem-solving skills.
• A genuine interest in financial advice and helping clients achieve their goals.
• A positive attitude, willingness to learn and a strong work ethic.
• Proficiency in Microsoft Office.

Desirable (but not essential)

• A completed Bachelor's degree in Business, Commerce, Finance, Accounting, Economics or a related discipline.

What We Offer

• A structured pathway to becoming a Financial Adviser.
• One-on-one mentoring from experienced advisers.
• Exposure to a diverse range of clients and financial strategies.
• Ongoing professional development and support.
• Opportunities for career progression and increased responsibility.
• A supportive, collaborative and values-driven team culture.
• Competitive salary with future career growth opportunities.

Why Join Us?

We believe great advisers are developed through experience, mentoring and continuous learning. If you're looking to build a meaningful, long-term career in financial advice, we'd love to hear from you.