This is a career-defining opportunity for someone eager to learn under expert mentorship, partner with sophisticated clients, and build a successful long-term future in a firm that values professionalism, impact, and meaningful relationships.  

We are looking for an outstanding communicator and a natural relationship builder - a team player who is motivated by growth and excellence.

Whether you’re ready to begin your Professional Year or have recently completed your PY and AR registration, we’d love to connect.

 

What you'll be doing;

• Prepare for, attend and contribute to client meetings and strategy sessions
• Collaborate on bespoke financial strategies
• Engage in complex advice areas - investments, SMSFs, trusts, tax planning, retirement, and intergenerational wealth
• Conduct investment analysis and support portfolio construction
• Partner with paraplanning, client service teams, and external professionals
• Deliver exceptional service and thoughtful solutions for clients

• Client Relationship Management: Act as the project manager for client engagements - ensuring seamless communication between clients, advisers, specialists and support teams. 
• Strategy Development: Lead preparation for Statements of Advice (SoAs) - preparing advice scopes, strategies and research (with support of internal and external resources). 
• Meeting Support: Prepare strategic aspects of and present in client meetings. 
• Implementation Oversight: Oversee all stages of advice implementation and client administrative requirements, coordinating closely with our offshore administration team. 
• Process Improvement: Continuously review and enhance internal processes to drive efficiency and improve client experience. 

Due to strong business growth, we are seeking a confident and growth-minded Senior Financial Adviser to join our team on a full-time basis.

 

This is not just a servicing role — it’s a chance to step straight into a business with a strong pipeline of qualified leads, make an immediate impact, and be rewarded for driving growth.

 

You’ll thrive in our holistic model, collaborating with in-house mortgage and legal divisions so your advice lands faster and more completely.

 

We’re looking for someone who thrives on meeting new clients, earning their trust, and providing life-changing advice that converts opportunities into long-term relationships, while also managing the ongoing needs of their client base with professionalism and care.

 

Key Responsibilities

• Meet with qualified new business leads provided by the company and be responsible for engaging them as new clients.
• Utilise exceptional engagement skills to create a memorable financial planning experience for new clients.
• Build rapport quickly, earning trust and creating a lasting client relationship.
• Conduct thorough needs analysis and deliver comprehensive strategies across investments, insurance, superannuation, and more.
• Present advice clearly and articulately, ensuring clients understand the value of advice.
• Collaborate with our paraplanning and admin support teams to minimise administrative burden.
• Manage ongoing client servicing and reviews, maintaining strong and enduring relationships.
• Stay up to date with technical, regulatory, and market developments to provide quality, compliant advice.

Are you ready to make a difference in the lives of hardworking Australians? Do you have a knack for simplifying complex financial strategies and helping clients achieve their dreams of financial security? If so, SmartMoney Wealth Management is looking for you!

 

As an Associate Financial Adviser, you will play a pivotal role in helping our clients navigate the complexities of wealth creation and management. Reporting directly to a Senior Adviser, you'll provide strategic support, build trusted client relationships, and contribute to the success of tailored financial strategies.

 

Key Responsibilities

• Collaborate with Senior Advisers to prepare financial plans, incorporating investment, superannuation, and mortgage strategies.
• Assist clients with understanding their current financial position and develop realistic goals for the future.
• Deliver exceptional customer service by maintaining regular client communication and offering ongoing support.
• Research and analyse financial products and market trends to identify solutions that align with clients' needs.
• Ensure compliance with all financial advice regulations, including ASIC guidelines.
• Contribute to workshops, webinars, and other client education initiatives.

We have a unique opportunity for an ambitious Financial Adviser with a knack for driving sales while taking care of our clients and their best interests, to join our team in our next phase of growth.

 

You will be supported by our home loans and property investment divisions to help you provide true holistic strategies and really make a difference to your clients and help them achieve their goals.

 

You will be required to:

• Attend client discovery meetings to understand the needs of the client, diagnose their unmet needs and connect them to our specialist team where required.
• Manage the client sales process from initial client discovery to SOA implementation.
• Provide advice and guidance to new clients.
• Work with our Paraplanning team to formulate strategies to meet client needs and goals.
• Explain complex financial concepts to clients in an easy-to-understand manner.
• Manage and maintain client relationships, including meeting regularly with clients to review their financial plans and make necessary adjustments.
• Comply with all regulatory requirements, including providing clients with appropriate disclosures and ensuring all advice provided is in their best interests.

 

You will be provided with full paraplanning support as well as administration support so you can focus on what you do best and spend more time with clients.

Client Service Associate - Flexible, Purposeful Work for the Energised and Organised     Ready to re-enter the workforce in a role that values people skills, clear thinking, and a proactive mindset?    We’re looking for a Client Service Associate who brings warmth, reliability, and a touch of hustle. If you’ve worked in a call centre, client care, or service environment, you’ll know the importance of listening well, solving problems smoothly, and following through with care.     Maybe you’re returning to work after a break — whether for parenting, study or a life pivot — and looking for a workplace that understands the juggle.  We offer:  •     A professional, calm, and friendly team that values balance    •     Work that’s meaningful and makes a real difference to our clients     Experience in financial services or client support is a bonus, but not essential — mindset and capability matter more.      To apply send a 1 minute video outlining your interest in the role and your resume to careers@loricapartners.com.au

As an Associate Adviser, you’ll play a key role in delivering exceptional advice and service. You will:

 

• Work closely with our Advisers to assist with the development of strategic comprehensive advice 
• Ensure clients receive an outstanding service and advice experience 
• Manage and complete implementation work, including applications and lodgements
• Coordinate insurance applications and ensure timely follow-up
• Oversee and administer tasks for existing and new clients via XPlan
• Manage the development of advice documentation (SOAs, ROAs)
• Assist in preparing for client review meetings
• Liaise with offshore admin support 
• Communicate proactively with clients and advisers 
• Provide outstanding client service and contribute to strong client relationships