Provisional Financial Planner

Are you ready to take the next step in your financial planning career? We’re looking for a Provisional Financial Planner who’s motivated to grow, learn, and make a real difference in clients’ lives.

This role is designed for someone who’s well on the way to becoming a fully Authorised Financial Planner. You’ll work side by side with experienced professionals, helping to shape holistic financial strategies that empower clients to achieve their goals—whether that’s financial security, lifestyle freedom, or preparing for the future.

Why you’ll love this role

• Hands-on learning – work closely with our senior planner and gain real exposure to strategy, advice, and client relationships.
• Growth opportunities – we’ll support you as you complete your education requirements and move towards Authorisation.
• Impactful work – contribute directly to helping individuals and families make smart, life-changing financial decisions.
• Team culture – join a collaborative, professional practice where knowledge is shared.

What you’ll be doing

• Partner with our Financial Planner in client meetings, helping to deliver tailored strategies and solutions.
• Get to know clients deeply and contribute to the strategies that will help them succeed.
• Provide exceptional service by managing client enquiries, anticipating needs, and ensuring follow-up and implementation.
• Assist with portfolio reviews, compliance requirements, and the preparation of advice documents.
• Spot opportunities to grow our client base and strengthen relationships with referral partners.
• Play a role in refining our systems, processes, and services to deliver even more value to clients.

What we’re looking for

• On track to complete your PY within legislated timeframes.
• At least 3 years’ experience in a professional financial planning practice.
• Strong technical knowledge across financial markets, managed investments, listed securities, insurance, and SMSFs.
• Great communication skills. You’re clear, approachable, and can build trust quickly.
• A collaborative mindset with a genuine interest in inspiring and educating clients.
• Familiarity with financial planning software and systems.

What’s in it for you?

• A supportive pathway to becoming an Authorised Financial Planner.
• Ongoing professional development and mentoring.
• A workplace where your contribution is recognised, and your career goals matter.
• The chance to be part of a firm that values long-term relationships, integrity, and client success above all.

If you’re ready to build on your experience and step confidently into the next phase of your financial planning career, we’d love to hear from you.

Apply now and take the next step towards becoming a fully Authorised Financial Planner.