About the Role

We are seeking a self-driven and motivated Senior Advice Associate who is nearing completion of their Professional Year (PY), or has recently completed it, to join our growing team. Based in Balgowlah, this full-time role offers a genuine pathway to becoming a fully-fledged Financial Adviser within a modern, client-centric advice business. You will have the opportunity to build your own client base, develop your own business within the firm, and create a clear pathway toward future equity partnership.

What You’ll Be Doing

• Supporting the end-to-end advice process, ensuring client work progresses efficiently across advisers, paraplanning, client services and external providers.

• Working as the second adviser in client meetings, assisting with preparation, follow-up actions and progressively leading meeting components as capability develops.

• Assisting with strategy modelling, research, SOA and ROA preparation while building strong technical advice capability.

• Developing advanced expertise in Xplan and advice on processes to support high quality client outcomes.

• Building strong client relationships through proactive communication and clear explanation of advice strategies and next steps.

• Managing workflow priorities, identifying roadblocks early and ensuring advice delivery remains on track.

• Participating in structured mentoring, technical training and professional development designed to accelerate your transition to Financial Adviser.

• Progressing toward independently managing lower complexity client relationships and building your own client portfolio over time.

What We’re Looking For

• Nearing completion of your Professional Year (PY) or recently completed, with a genuine desire to transition into a Financial Adviser role.

• Strong technical knowledge of advice processes, compliance requirements, and advice documentation (SOAs and ROAs).

• Solid working knowledge of Xplan and confidence navigating technical advice systems and workflows.

• Highly organised with strong attention to detail and the ability to manage multiple priorities effectively.

• A proactive, solutions-focused mindset with the confidence to take ownership and work independently when required.

• Strong communication and interpersonal skills, with the ability to build trust and explain complex concepts clearly.

• Commercially minded, coachable, and motivated to build long-term client relationships and progress toward managing your own client portfolio.

• Ambitious, self-driven and genuinely committed to building a long-term career as a Financial Adviser.

What We Offer

• $100K-$120K + super + incentives plus clear long-term pathway to potential equity partnership.

• Genuine pathway to becoming a Financial Adviser.

• Structured mentoring and practical development.

• Real client facing experience with increasing responsibility.

• Ongoing technical training and adviser readiness coaching

• Opportunity to build your own client portfolio over time.

• Collaborative, high-performance culture focused on growth and excellence.

About Us

We are a progressive financial advice business committed to delivering ethical, high-quality advice and exceptional client outcomes. Our collaborative, high performance culture is designed to develop ambitious professionals through real responsibility, ongoing mentoring and a clear pathway toward leadership, client ownership, and long-term career growth.

If this sounds like you, we would love to have you as a part of our team. Please apply now, with your resume and cover letter outlining why this is the right position for you.

This position is a minimum of three days from the Balgowlah office.

Enquires can be made to Pauline at Simplerecruit on 0407902***