Associate Financial Adviser

Full Time: Negotiable pa

About the role

Overview
This full-time position is based in our Milton office on the beautiful South Coast of NSW. This is a unique opportunity, ideal for those who are passionate about pursuing a long term career as a Financial Adviser.

Tailor-Made Financial Services is an established, growing and highly professional company renowned for providing excellent and independent advice, with offices in Batemans Bay, Milton and Wollongong. In this role, you will:
- enjoy working in a small but fast-paced learning environment
- take part in a 12 to 18 month program with a clear pathway to completing your Professional Year (if required)
- work within the Client Services team to assist onboarding new clients and follow up tasks for existing clients
- work with Senior Advisers in dealing with clients from their first contact with the business to researching and developing advice preparation
- participate in investment strategy meetings and conducting investment research

Skills and Experience
We encourage you to apply for this position if you are close to completing or have completed a Financial Planning or Business/Commerce degree. You will also:
- ideally have experience working in a Financial Planning business or have related skills, but this is not essential
- demonstrate personal attributes matching the TMFS values of Innovation, Care, Enjoyment and Integrity
- have excellent interpersonal skills and be passionate about building a career in financial advice

Benefits
At Tailor-Made Financial Services, we offer:
- a clear pathway to becoming a successful Financial Adviser
- a flexible and enjoyable work environment
- access to supported continuing professional education and training plus potential equity opportunities over the longer term
  • Take part in a 12 - 18 month program to complete your Professional Year (if required)
  • Follow a clear pathway to becoming a successful Financial Adviser
  • A flexible, enjoyable and flexible work environment
  • A unique opportunity if you are finishing your degree, recently graduated or in the first 2 years of your Financial Planning career!

How to apply:

Applications should include a cover letter and resume via seek.com.au to Carolyn Tomlinson, Practice Manager, by 5pm Monday 6 October 2025.
Closing On
06/10/2025
Contact Name
Carolyn Tomlinson
Phone Number
0244557800
Email Address
[email protected]

Tailor-Made Financial Services

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