Are you a financial advice business owner who feels like you’re treading water? Sick of wearing all the hats – marketing, sales, and everything in between?

Or maybe you’re an employed adviser, bored in your current role and ready for more.

We’re launching something entirely different in the advice space – combining award-winning expertise in financial advice with cutting-edge technology and the visionary insights of Robert Coorey from Proactive Business Services. Robert is also the best selling author of The Subscription Playbook and Feed a Starving Crowd.

As an associate financial planner, you will play a crucial role in our team by consistently engaging with clients, ensuring compliance, and contributing to the firm’s overall success.

This position demands a thoughtful, steady individual who values preparation, efficiency, and accuracy. The successful candidate will thrive in a team-oriented environment, prioritizing the team’s collective interests over personal gratification. You will also be the go-to person for creating annual review documents and strategies after chatting with clients.

• Competitive base salary, bonuses, and potential equity in the medium term.
• We have onboarded > 60 new client groups in each of the last three years, so you will learn how to engage with new clients!
• Work with experienced advisers who value collaboration and learning from each other.
• Amazing clients—we primarily work with high-income couples, families with kids still at home, and women coming out the other side of a separation.
• We’re a group of genuinely good people who take our work seriously but have fun. We support each other, celebrate wins, and grow together.

If you are looking for a dynamic, rewarding and exciting forever work place as an Adviser, then we would love to hear from you.

We are open to different levels of experience – the most important priority for us is finding the right person, and we will work hard to support you to achieve your career goals. You’ll work closely alongside our MD and other experienced advisers, as well as our experienced Client Service team. 

Your priority will be:

• Onboard new clients: Tap into our very strong flow of in-bound enquiries to grow your own client base
• Proactive client management: Establish meaningful, long term working relationships with your clients through proactive and regular engagement
• Deliver excellent advice: Provide well considered, comprehensive, ongoing financial guidance to your valued clients