associate adviser – incredible opportunity in a very fast growing independent firm

Location: Newstead, Brisbane

Are you ready to take the next step in your advice career? Whether you're an experienced Associate Adviser looking for your forever work home, or a standout Client Service Manager/Paraplanner ready to take the next step toward a career as a Financial Adviser, this is your opportunity to join an award-winning team where your development is our priority.

Why Join Us?

• Serious career progression:
  You'll be mentored by a highly experienced team of advisers as you progress in your advice career (for those looking to become an Adviser, we are very happy to discuss PY within 1-2 years for the right candidate).
• Growth focus:
  Join a rapidly expanding, independent financial planning firm with excellent opportunities for career progression.
• Long-term work home:
  Be part of a company where you can grow and develop over the long term – we work hard to create the right opportunities for our people.
• Diverse client base:
  You'll support our loyal and growing base of professionals, pre-retirees, and medical specialists.
• Award-winning firm:
  FAAA Professional Practice of the Year Finalist 2025,
  FS Power50 2023/2024, Australian Wealth Management Client Servicing Company of the Year 2024, IFA Excellence Awards Finalists 2025 and more.
• Genuine independence:
  Truly independent advice with no affiliations, in-house products or commissions. Just advice that always puts clients first.
• Amazing team culture:
  Work in a team of genuinely good people who take their work seriously while having a great time along the way. We are a very close bunch who look after one another.
• Attractive salary package

The Role:

As an Associate Adviser, you'll work hand-in-hand with an Adviser and 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

Who We're Looking For:

• Degree-qualified:
  You've completed a relevant university degree and are working toward becoming a Financial Adviser, or have other ambitions for a successful career in the advice industry
• Experience:
  You've worked in financial planning for at least 2-3 years, either as a CSM, Paraplanner, Associate Adviser, or similar.
• Ambition:
  You're passionate about advice, a self-starter, and not afraid of fast growth and having plenty on the go
• Xplan knowledge:
  Experience using Xplan is valued, but not critical.
• Detail-oriented:
  You take pride in doing things right the first time.
• Process-driven:
  You love making things better, faster, and smoother – and don't shy away from documentation or process improvement.
• Team player:
  You thrive in a collaborative environment and genuinely care about client outcomes.

About Us:

Oxlade Financial is an independent financial planning firm based in Newstead, Brisbane. We provide only comprehensive, long-term, end-to-end advice. As a declared independent firm, we work on a solely fee-for-service basis, with no commissions, no in-house products and no affiliations. Our focus is solely on doing what is best for our clients. Our team and culture are truly wonderful, and we protect this fiercely.

Join Us:

If you're ambitious, passionate and ready to make your mark, we want to hear from you. Send your resume and cover letter to and tell us why you are the perfect fit for Oxlade Financial.