Overview
Associate Jobs in Perth, Western Australia, Australia at Firefly Financial
Title: Associate
Company: Firefly Financial
Location: Perth, Western Australia, Australia
About You
You’re early in your advice career and ready to step up. Maybe you’ve been promised your Professional Year, and it just hasn't happened yet. Maybe you’ve been in paraplanning or client services and want to get closer to clients.
Either way—you’re keen to learn, not afraid to ask questions, and you care about getting things right. You don’t need to know everything yet. You just need to want to.
About Us
We’re Firefly Financial. Perth-based, family-run, and helping Gen Xers and Baby Boomers feel confident about their money since 1989. We’re not trying to reinvent financial advice. We just do it really well. No jargon. No ego. No chasing prestige clients. Our clients are everyday Western Australians—people who’ve worked hard, raised families, built something over time, and want clear, honest advice.
About the Role
This is where you learn how to actually be an adviser. You’ll work closely with experienced advisers, sit in real client meetings, and see how advice is delivered—not just how it’s written. You’ll:
- Support advisers in preparing strategies and advice documents
- Sit in meetings and build confidence in client conversations
- Help manage client relationships and follow-ups
- Learn how advice gets implemented and maintained properly
- Over time, you’ll step up—running parts of meetings, then full reviews, and eventually managing your own clients.
- No being thrown in the deep end. No being stuck behind the scenes forever either.
This role is for you if
✓ You want a long-term career in advice—not just a job
✓ You’re coachable and actually take feedback on board
✓ You want to work with real people, not just high-net-worth portfolios
This role is not for you if
✗ You’re chasing a corporate, suit-and-tie environment
✗ You want to work from home full-time
✗ You’re only interested in prestige clients or complex structuring work
Must haves
- Graduate Diploma in Financial Planning (or equivalent)
- At least 2 years’ experience in the financial planning industry
Nice to haves
- Experience in paraplanning or client services Xplan experience
- Familiarity with GESB
What’s on offer
- $110,000 + super
- Clear pathway to Financial Adviser (with actual support to get there)
- Mentoring from experienced advisers who are invested in your growth
- A proper support team (paraplanners, admin, practice manager)
