Financial Adviser Associate – Parramatta | $80k-$100k | Client-facing pathway

This is a strong step-up opportunity for a capable Financial Planning support professional who wants to get closer to advice, strategy and client relationships.

You will work closely with a team Senior Financial Adviser, helping drive client meetings, file notes, action items, Xplan upkeep, lodgements and the preparation of strategy materials. The role also brings real technical exposure across SOAs, financial modelling, research, asset allocation and investment support.

This position suits someone who already understands the rhythm of an advice business and wants more responsibility, more client interaction and more involvement in the quality of advice delivery.

What you will be doing

• Support adviser meetings, presentations and follow-up actions.
• Own file notes, task progression and implementation workflow.
• Help maintain Xplan and broader practice systems.
• Assist with client paperwork and preparation of lodgements.
• Support compliance requirements across the advice process.
• Oversee SOA preparation, review and refinement with the Senior Adviser.
• Prepare or review relevant financial modelling.
• Undertake research across strategy, asset allocation and investment options.

What you will bring

• An approved tertiary qualification.
• 2-3 years' experience in a CSM, paraplanning or adviser support role.
• Sound advice and retirement technical knowledge.
• Working knowledge of legislative, industry and corporate standards.
• Strong written and verbal communication skills.
• Strong client service orientation and technology capability, including Xplan.

Why this role

• Highly attractive salary package circa $80k-$100k.
• High degree of client-facing interaction.
• Hands-on exposure to strategy formulation and presentations.
• Fast-paced environment with real stretch and development.

Confidential enquiries via Recruit 2 Advice.