Trainee Financial Adviser: Mentored Pathway

Recruit Shop - OLD - Lauren Shaw; Greater Shepparton; On-site; AUD 55,000 - 85,000; Full time

Job summary

Recruit Shop - OLD - Lauren Shaw is seeking a motivated individual to join their team in Shepparton, VIC, to develop into a qualified Financial Adviser through a structured career pathway. No prior financial planning experience is required, with hands-on experience, mentoring, and ongoing professional development.

You will assist experienced advisers, research financial solutions, prepare documentation, attend client meetings, and liaise with clients and providers while learning compliance and

Qualifications

• Genuine interest in financial advice.
• Strong analytical and problem‑solving skills.
• Proficiency in Microsoft Office.
• Strong communication and interpersonal skills with attention to detail.

Responsibilities

• Assist advisers with preparing financial advice and client strategies.
• Research superannuation, investments, insurance and retirement planning solutions.
• Prepare client meeting documentation and follow‑up correspondence.
• Attend client meetings and take meeting notes.
• Liaise with clients, product providers and external stakeholders.
• Support the implementation of financial advice recommendations.
• Learn compliance and regulatory requirements.

Skills

Analytical skills

Communication

Problem-solving

Attention to detail

Organisational ability

Willingness to learn

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Recruit Shop - OLD - Lauren Shaw is seeking a motivated individual to join their team in Shepparton, VIC, to develop into a qualified Financial Adviser through a structured career pathway. No prior financial planning experience is required, with hands-on experience, mentoring, and ongoing professional development.

You will assist experienced advisers, research financial solutions, prepare documentation, attend client meetings, and liaise with clients and providers while learning compliance and