Job Overview

Junior Advice Associate

AdviceLab is an Australian owned fast-growing back-office solutions provider to the financial planning industry in Australia & New Zealand. Our fuel is team work and we believe that to deliver our purpose efficiently, we are stronger together.

Check out our Instagram & LinkedIn page to find out more about us.

We are on the search for freshers who are looking to launch their career in the financial services space.

Responsibilities (include but not limited to);

• Conduct product research within the financial planning universe
• Manage client review meetings and document preparation
• Liaising with the Adviser and carrying out system tasks allocated
• Conduct frequent audits on weekly basis on implementations
• Ability to understand and meet stakeholder expectations

Some of the skills we are looking for include (but not limited to);

• Fast learner – working in a rapidly growing business requires you to be agile
• Self starter – we love people who take the initiative to go the extra mile
• An interest in numbers – you will be spending a considerable number of hours working with numbers, so it would probably be ideal if that is a match made in heaven.
• High attention to detail – everyone makes mistakes
• Team Mentality – we are not looking for the glory hunters
• Out of the box thinker – we love ideas! Give us your best shot
• Great Communication – this is a must
• Never Give Up attitude – we have had challenges of all sizes thrown our way, but we keep knocking them down. We looking for our next Muhammad Ali #FloatLikeAButterfly #KO

What’s on offer to the right candidate;

• An above market salary
• A state-of-the-art office with a games room, table tennis table & an in-house café
• An opportunity to join a fast-growing organisation that works with global clients
• An opportunity to take on extra responsibility and a step up in your career
• An amazing workplace culture built on employee driven initiatives