Advice Assistant

If you are passionate about exploring financial planning strategies to help people enhance their wealth and enjoy working in a close knit and supportive team, then the Ambrose Advisory Advice Assistant role may be great for you.

Ambrose Advisory is a financial planning practice based on the inner northside of Brisbane, serving clients for 25 years.  Espousing a values-based approach, our work is client centric with a strong focus on personally tailored advice our clients can rely on, allowing them not to think or worry about money, ultimately improving their overall quality of life.

We are seeking an Advice Assistant to support our Advisory team and maintain our capacity to advise our clients to a high standard.

WHAT YOU WILL DO

The Advice Assistant role is primarily a research support, financial analyst and advice preparation expert for the Advisors in our Practice.

You will work within a team environment where you will help ensure client strategies are developed, maintained and regularly course corrected in collaboration with the Head of Advice and Financial Advisor.  You will have success working collaboratively with the entire team, being able to hand over work to teammates, while exhibiting the ability to work autonomously.

You will support the team by consistently delivering best in class advice to them and in turn support our clients make informed and smart financial choices.

WHAT WE OFFER

• Financial Advisory mentorship from experienced advisors
• A supportive, approachable and collaborative team
• Comprehensive remuneration based on skills and experience
• Boutique practice providing a personal work environment and client experience serving high net wealth clients
• Induction support – appropriate training, tools and development plan to help you grow into the role and improve your skills
• Professional development, including 'lunch and learn' sessions and annual professional development leave and allowance
• Flexibility – we like to offer a work environment that complements personal situations to support a work life balance based on your situation

YOUR ATTRIBUTES

• Minimum 3 years' experience in paraplanning and a willingness to learn
• You are most likely Tertiary qualified (or currently enrolled) in business, accounting or finance
• An avid interest in AI and technology
• Proficiency in Microsoft Office Suite
• Caring, empathetic and positive approach
• Good time management and organisational skills, a solid work ethic
• Team player with a desire to continually serve others – clients and colleagues
• Value a collaborative approach and can also work independently on identified tasks
• Responsible and committed to attention to detail and accuracy
• Exceptional communication and interpersonal skills – verbal and written
• Appreciate that by following process you work better within the team and can deliver consistent and meaningful outcomes for clients

NEXT STEPS

Because one of the things we're looking for in the successful candidate is attention to detail, we are not accepting applications from anyone who just hits 'apply now' here on Seek or who directly sends us a resume.

Given taking on a new job is a big commitment, we've created an Application Pack for you which includes:

1. Position Description – Advice Assistant
2. A summary of our vision and values
3. A note from our Director, introducing himself and asking you a question we'd like you to answer when you apply

The question we're asking isn't a right or wrong type of question, rather, it will help us get a sense of the way you think and to give you a chance to showcase your strengths beyond your resume.

Please email and ask for the Application Pack – with the subject line "Advice Assistant" and we will email this pack to you.

We'll accept applications until 5pm Monday 20th of October 2025.

All applicants will be carefully considered; however, we will only be able to contact those candidates that are short-listed for an interview.

Thank you in advance for taking the time to apply for this position, we're genuinely looking forward to learning more about you.