Associate (Pathway to Professional Year)

At Link Wealth Group, our mission is to empower Australians to live meaningful lives and create lasting impact through exceptional financial services.

We are seeking a career-minded Associate to join our team and embrace our values of Integrity, Excellence and Innovation.

What you'll be doing day to day 

As an Associate, you will work closely with Financial Advisers to deliver exceptional advice and service to clients. Your responsibilities will include:

• Preparing advice documentation, Statements of Advice (SOAs), financial modelling and research to support the delivery of client advice.

• Assisting with strategy implementation and the preparation of client recommendations.

• Participating in client meetings and help maintain strong, professional client relationships.

• Managing client records, meeting preparation, and follow-up actions to ensure a smooth advice process.

• Responding to client enquiries and liaise with product providers to support ongoing client service.

• Ensuring all advice documentation and client files are accurate, compliant, and completed in line with regulatory requirements.

What we're looking for

• 1-2 years' experience in a financial planning, paraplanning, or associate role.

• Relevant tertiary qualifications in Business, Finance, Commerce, or a related field (mandatory).

• RG146 compliant, with a genuine interest in progressing towards a Financial Adviser career pathway.

• Strong analytical and problem-solving skills, with the ability to research and interpret technical information.

• High attention to detail and a commitment to delivering accurate, compliant work.

• Experience using financial planning software and CRM systems is advantageous, but not essential.

Why join us 

At Link Wealth, we pride ourselves on being down to earth, collaborative and genuinely invested in our team. You’ll be supported, trusted and encouraged to bring your ideas to life. 

We believe in growth and development. Our commitment to promoting from within means you'll have genuine opportunities to build your skills and progress your career.

What's on offer

• Competitive salary package: $75,000 – $90,000 (commensurate with experience)

• A clearly defined career pathway and Professional Year support.

• Ongoing one-on-one mentorship, development and support.

• Exposure to the end-to-end financial planning process.

• A team that genuinely invests in your long-term success.

• Hybrid working after probation.

• Sonder EAP for health and wellness.

• Team social calendar activities.

If this sounds like the kind of team you want to be part of, apply today. We’ll be in touch to set up a friendly, confidential chat. 

We look forward to hearing from you.