Financial Planning Assistant/Associate Role – (Gold Coast, QLD)

Location: Robina , QLD
Work type: Full-time or Part-time (flexibility available for graduates, families or semi retired.)
Salary: $60,000 – $90,000 + super (pro rata for part-time)
Based on experience and qualifications

About Us

We're a growing Gold Coast based Financial Planning & Accounting firm that prides itself on providing genuine, client-first advice and building lasting relationships.

As our business continues to expand, we're looking for a motivated and detail-oriented Financial Planning Assistant or Associate to join our supportive and professional team.

About the Role

This role is ideal for someone who:

• Already has experience in financial planning either as a qualified Financial Planner or support staff and is familiar with CRM software particularly AdviserLogic

• Is a Financial Planning student or recent graduate looking to gain hands-on experience in a support role with the aim of becoming a qualified Financial Planner.

You'll work closely with the senior advisers and be exposed to all aspects of the advice process, from client engagement and strategy preparation through to paraplanning, implementation and client reviews.

• Support advisers in preparing compliant Statements and Records of Advice (SoAs/RoAs)

• Input and maintain accurate client data and workflows using AdviserLogic and platform software (Hub24, Netwealth, Macquarie, BT etc.)

• Assisting with research, financial modelling, and product comparisons

• Manage client implementation from start to finish and ongoing service requirements

• Liaise with clients, product providers, and internal stakeholders

• Contribute to the delivery of high-quality client outcomes

About You

We're open to two types of candidates:

Experienced Financial Planner, Paraplanner or support staff with a strong knowledge in financial planning compliance and process, and proficient in the use of advice software particularly AdviserLogic.

Financial planning student or recent graduate seeking a hands on support role with a clear pathway to becoming a fully qualified financial adviser.

You'll be successful if you have:

• A genuine interest in financial planning and helping people achieve their goals

• Highly organised, with excellent attention to detail

• Confident communicating with clients and team members

• Tech-savvy and comfortable learning new systems

• Proactive, curious, and eager to develop into a future Financial Adviser

Desirable:

• Experience with AdviserLogic, Hub24, Netwealth, or other platforms and CRM systems

• Strong understanding of financial services compliance law, superannuation, investments, and insurance advice processes

• Recently completed of close to completion in a Financial Planning degree or Graduate Diploma of Financial Planning, with the goal of becoming a qualified financial planner.

What We Offer

• Mentoring from experienced advisers

• Support for ongoing education and professional development

• A well regarded specialist Accounting and Financial Planning business with a strong client book.

• Career progression towards becoming an adviser with business equity opportunity.

• A friendly, collaborative team environment

• Competitive remuneration based on experience

If you're passionate about building a career in financial advice and want to work with a business that supports your growth, we'd love to hear from you.

Apply now by sending your resume and a short cover letter outlining your interest in the role to ******@pinnaclep.com.au