This is an ideal role for someone early in their advice career, eager to learn and grow. As an associate adviser, you'll support our advisory team with research, strategy development and client communications, while gaining hands-on experience and mentoring to progress toward full adviser status. It’s a genuine pathway into an impactful, long-term career in financial advice.
As an associate adviser at 5 Financial, you’ll have the chance to build real experience while being supported by a knowledgeable and approachable team. This role is suited to someone who enjoys working with people, is curious about financial advice, and wants to develop the confidence and technical skills needed to take the next step in their career.
Day to day, you’ll be involved in meaningful work that supports both advisers and clients. This may include helping prepare advice documents, researching strategies, attending client meetings, and following up on key actions. You’ll also gain exposure to different areas of advice, giving you a broader understanding of how strong financial planning can support clients through various stages of life.
We’re looking for someone who is organised, reliable and willing to ask questions. You don’t need to know everything from day one, but you do need to be proactive, eager to learn, and comfortable taking ownership of your work. A strong service mindset is important, as client care sits at the centre of everything we do.
At 5 Financial, we value long-term growth. For the right person, this role offers a genuine pathway to becoming a financial adviser while learning in a practical, supportive and team-focused environment.