Careers

Associate (Trainee) Financial Adviser

Panorama Wealth is a Canberra based financial planning firm that began in 2017 and has a steady stream of incoming new client leads that will soon require another financial adviser to look after them.

This role is for an Associate (Trainee) Financial Adviser. A successful applicant will be trained in all aspects of financial planning, e.g. support, paraplanning, advising, to get them to a point where they are a fully qualified financial adviser and able to take on the incoming leads.

The role will initially be part-time, to then transition into a full-time role once an approved degree has been completed and the professional year can begin.

There are very strict requirements on what degree constitutes an approved financial planning degree, a sucessful applicant will need to complete another degree if their current one is not on the following list:

https://www.legislation.gov.au/F2021L01848/latest/text

Remuneration is unlikely to be high to begin with, but the potential opportunity to buy into the business as a shareholder at a relatively early stage in the career progression, along with uncapped remuneration can lead to quite a substantial income in the long term.

If this position appeals to you, please email in your resume and a cover letter explaining why you want to become a financial adviser and which approved degree you have completed, are completing or intend to complete.