Career in Wealth | CBD & Suburbs | Multiple Opportunities
Don’t wait for May to make your move. If you’re a Wealth professional looking for a firm that matches your ambition, we want to hear from you.
With the market heating up for the EOFY run, we have immediate openings for the following professionals:
- Associate Advisors | CBD & Inner-East - The Role: You will act as the Right Hand to Senior Advisors, managing the advice cycle for portfolios. This is a high-engagement role involving strategy brainstorming, attending client meetings, and managing post-meeting actions.
- The Pathway: These firms offer documented career roadmaps. You aren't just an assistant; you are an Advisor-in-training with a focus on professional development and FASEA compliance.
- The Fit: Ideal for a Professional Year (PY) candidate or a Post-PY Advisor seeking more sophisticated strategy exposure.
- Senior Paraplanners | CBD x 2 - The Role: Focus on high-complexity advice construction including SMSF, TTR, Gearing, and complex Tax Minimization. You will be responsible for producing high-quality SOAs that are both compliant and highly personalised.
- The Environment: These roles sit within firms that prioritize "Advice Quality" over "Advice Volume." You will have direct access to the Investment Committee and be involved in strategic research.
- The Flexibility: Established hybrid working models (2-3 days from home) are standard.
- Salary: $95k – $115k + Super.
3. Client Service Officers (CSO) | Blackburn, CBD & Inner-East - The Role: You are the face and voice of the practice. Responsibilities include managing the end-to-end implementation of advice, coordinating with product providers (Netwealth, Hub24, BT), and ensuring a seamless onboarding experience for new clients.
- The Impact: You will own the client relationship from an administrative standpoint, ensuring all registry, insurance, and investment paperwork is executed with 100% accuracy.
- The Growth: Perfect for someone with 2+ years of experience looking to move into a more senior CSO or Practice Management track.
- Salary: $70k – $85k + Super.
Why These Firms? - Culture First: We only work with firms that have low staff turnover and high employee satisfaction.
- Tech-Forward: Use the best platforms (Netwealth, Hub24, Panorama) and latest advice software.
- Career Growth: These aren't just jobs; they are career moves with mentorship from some of the best in the business.
About You - Previous experience in an Australian Financial Planning environment is essential.
- Strong communication skills (you'll be talking to HNW clients regularly).
- A "can-do" attitude—you thrive in a team environment but can own your workflow.
Ready for a Coffee and a Confidential Chat? Apply Now or contact
Sean for a confidential discussion at slillefosse@andersenpartnership.com
Not quite the right fit but know someone who is? We offer a generous referral bonus for successful placements!
Apply Now
