Financial Planning Graduate

15 hours ago

Osborne Park, Western Australia Guided Investor Full time $60,000 - $80,000 per year

At Guided Investor, we're building a new kind of financial advice business—one that prioritises strategy over products, tech over paperwork, and relationships over sales.

We have a steady flow of inbound leads, a growing reputation for high-quality, goals-based advice, and a clear focus on helping clients achieve financial independence. We're still early in our growth journey, so joining us now means your career will grow alongside the business.

About the Role

We're looking for a motivated graduate (or someone nearing graduation) who wants to grow into a Financial Adviser role. You'll start in Client Services, learning the ropes of advice delivery, compliance, and client engagement. As you gain experience and complete your professional training, you'll progress through paraplanning into an adviser role with your own client relationships.

This is not a static role—it's a career pathway. You'll be mentored directly by our founder and supported every step of the way.

Key Responsibilities

· Make clients feel loved as you will be liaising with them regularly.

· Support advisers with administration and client service tasks

· Prepare and lodge applications, maintain client records, and liaise with providers

· Assist with the preparation of advice documents (SoAs/RoAs)

· Learn our systems, processes, and tech platforms

· Contribute to improving client experience and operational efficiency

Progression Opportunities

As you continue to learn, grow and develop, we will be there to support your career in financial planning through the following means:

· Take on paraplanning responsibilities

· Be involved in client meetings

· Build technical knowledge in strategy, investments, super, and insurance

· Ultimately step into a Financial Adviser role with your own client base

What We're Looking For

· Graduate or final-year student in financial planning.

· Personable and friendly

· Passionate about financial independence and helping clients achieve their goals

· Strong communicator and eager learner.

· Tech-savvy and efficiency-driven

· Team player who believes in "one team, one dream"

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