Associate Adviser/ PY Financial Adviser

2 days ago

Stones Corner Queensland, Australia HKS Financial Planning Full time $60,000 - $80,000 per year

Full Time – Associate Financial Adviser / Professional Year Adviser

Due to continued growth, we are expanding our team.  We are seeking a proactive individual with a strong desire to learn.  This is full time role that would suit someone who has started or completed their Professional Year and wants to grow within a large self-licensed firm.

This role offers a clear pathway to completing your provisional adviser year and moving into a qualified adviser role, with structured support and exposure to new and existing clients. You'll be part of a team that values your growth and celebrates your success.

The Role:

Working closely with one of our Senior Advisers, you'll play a key role in supporting client relationships, preparing advice documents, and contributing to strategic investment planning with a clear career pathway into a full adviser role.

Responsibilities:

  • Assist in implementing advice recommendations with diligence and professionalism
  • Manage client and provider communications
  • Reviews and Statement of Advice documents
  • Collaborate with paraplanners and advisers to develop tailored investment strategies
  • Ensure compliance with regulatory and internal standards
  • Maintain accurate client records and support ongoing service requirements

About You:

·       Tertiary qualification in Financial Planning that meets the FASEA requirements

·       Minimum 2 years' experience in FP (admin, paraplanning or associate adviser role)

·       Strong written and verbal communication skills

·       High attention to detail and organisational skills

·       Experience with XPLAN or similar CRM systems highly regarded

·       A proactive attitude and commitment to client service excellence

Immediate start for the right candidate.  HKS Financial Planning have a strong focus on training and development and a fantastic work culture.  We value the people who work as part of our team.

This role is an integral part of the organisation.  If you are looking for a new challenge and meet the requirements, we would love to hear from you.

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