Junior Financial Adviser / Associate Adviser

About Véurr

Véurr Financial Planning is a growing Australian financial planning firm built around a simple philosophy: be the protector and guide on our clients’ financial journey.

We provide personalised financial advice across wealth creation, superannuation, investments, retirement planning, insurance and intergenerational wealth. Our approach is centred on understanding the person behind the numbers and delivering advice that is practical, clear and genuinely relevant to their goals.

Our team brings more than 40 years of combined industry experience, with experienced Senior Financial Advisers supported by a professional client service and administration team.

As Véurr continues to grow, we are looking for an ambitious Junior Financial Adviser / Associate Adviser who wants to build a long-term career in financial planning.

About the role

This is an opportunity to join a growing advice practice where you will work closely with experienced Financial Advisers and gain exposure to the full financial planning advice process, including client meetings, strategy development, research, modelling, advice documentation and implementation. As your knowledge and confidence develop, so will your level of responsibility and client exposure.

Key responsibilities

• Assisting advisers with the preparation and delivery of client advice

• Conducting financial research and assisting with strategy development

• Preparing financial models, projections and supporting analysis

• Assisting with the preparation of Statements of Advice and other advice documentation

• Participating in client meetings and gradually developing your own client-facing skills

• Preparing meeting agendas, notes and follow-up actions

• Assisting with the implementation of client recommendations

• Liaising with clients, product providers and other professional stakeholders

• Maintaining accurate client records and ensuring advice documentation is complete and compliant

• Supporting ongoing client reviews and relationship management

About you

• A degree in Financial Planning, Commerce, Finance, Economics, Business or a related discipline

• Some experience in financial planning, paraplanning, client services or a related financial services role — preferred but not essential

• A genuine desire to become a Financial Adviser

• Strong written and verbal communication skills

• Excellent attention to detail and organisational skills

• Strong analytical and problem-solving ability

• An interest in understanding financial markets, investments and personal finance

• The ability to work collaboratively while also taking ownership of your responsibilities

• A professional and personable approach when dealing with clients

• A willingness to learn and continuously improve

Professional Year candidates are strongly encouraged to apply.

Your Career With Véurr

We don't want this to be just another job.

For the right person, this role can provide a clearly defined pathway from Associate Adviser → Financial Adviser, with ongoing mentoring, training and increasing responsibility.

You will have the opportunity to learn directly from experienced advisers, participate in real client conversations and develop the technical and interpersonal skills required to become a successful adviser.

Our senior advisers have extensive experience across wealth accumulation, risk protection, superannuation, lending, retirement planning, intergenerational advice and other areas of financial planning.

Why Join Véurr?

• Genuine career pathway towards becoming a Financial Adviser

• Professional Year support for eligible candidates

• Direct mentoring and guidance from experienced Financial Advisers

• Exposure to the complete financial planning process

• Increasing client-facing opportunities as your skills develop

• Ongoing professional development and training

• A collaborative and supportive team environment

• Opportunity to contribute to a growing business and have your ideas heard

• Work with a diverse range of clients and financial circumstances

• Be part of a firm that genuinely values personalised, client-centred advice

Véurr's approach is deliberately different from a one-size-fits-all model. We focus on understanding our clients' goals, values and circumstances and developing strategies that evolve with them.

The Person We're Looking For

Most importantly, we're looking for someone who is hungry to learn and wants to build something long term.

You don't need to know everything on day one. We can teach technical knowledge.

What we can't teach is curiosity, initiative, integrity and a genuine desire to help clients.

If you are someone who wants to develop your career, work alongside experienced advisers and eventually sit across the table from clients as a Financial Adviser, we'd love to hear from you.

Apply Now

If you're ready to take the next step in your financial planning career and want to join a growing firm that will invest in your development, apply now and tell us why Véurr is the right next step for you.