ASSOCIATE ADVISER

We acknowledge each of us contributes to inclusion. Our culture is the reflection of our behaviours and how we live our values of collaboration, curiosity, and empathy. Collectively, these values support the sharing of perspectives by encouraging us to try new things, speak openly, and be inclusive. Upholding our values each day contributes to an inclusive culture to help deliver our mission.

Contributing to Lorica Partners Culture

ASSOCIATE ADVISER

If you are completing, or have recently completed, your Professional Year and are looking to build a long-term career in financial advice, we would love to hear from you. Working alongside experienced advisers, you will support the delivery of strategic advice while continuing to develop your technical knowledge, client relationship skills and confidence as an adviser.

This role provides exposure to client meetings, strategy development and ongoing client relationships, helping prepare you for the next stage of your advice career.

Key Responsibilities

• Assist advisers with strategy development and client reviews.
• Participate in client meetings and follow-up actions.
• Conduct research and prepare advice-related documentation.
• Build technical knowledge across superannuation, investments and retirement planning.
• Support the delivery of high-quality client outcomes.
• Develop trusted relationships with clients and colleagues.

For the full role description contact us at [email protected]

To apply send a short video expressing your interest to [email protected]