Work with us

Looking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial advice.

As an Associate Adviser, you will work alongside our Senior Advisers to deliver tailored, high-quality advice and outstanding client service. You'll play a key role in both technical and strategic support, with a clear development path into advisory.

What You'll Do:

• Attend client meetings with Senior Advisers, taking notes and assisting with background fact-finding and follow-up
• Conduct strategic financial modelling and analysis using tools like Xplan, Wealth Solver and Risk Researcher
• Perform in-depth product research to support tailored client recommendations
• Draft Statements of Advice (SOAs) and Records of Advice (ROAs)
• Contribute to strategy development, including asset allocation and investment recommendations
• Prepare review documentation, coordinate review appointments, and present findings in client meetings
• Monitor portfolio liquidity and ensure alignment with client risk profiles and platform cash minimums

What We’re Looking For:

• FASEA-approved degree (or equivalent)
• Minimum 2 years’ experience in Paraplanning, Client Services, or Associate Adviser roles
• ASIC Authorised Representative status
• Completed FASEA Exam, with qualifications/experience enabling practice beyond Jan 2026
• Strong technical knowledge of financial planning, investment management, superannuation, and compliance
• Confident communicator with excellent interpersonal skills
• Detail-oriented, highly organised, and self-motivated
• Experience with XPLAN is highly regarded
• Comfortable with emerging technology, especially AI
• Growth mindset – curious, proactive, and eager to learn
• Team player who thrives in a collaborative, client-first culture

Why Join Us?

At Prime Financial Group, we’re not just growing — we’re building something extraordinary. As part of a listed company with 45% team ownership, we empower our people to co-create the future, take ownership of their careers, and make a lasting impact.

As part of Prime Financial Group (ASX: PFG), a market-leading financial services firm with over 200 team members globally, you’ll benefit from the energy of a startup and the backing of a listed company. Innovation, ownership, and entrepreneurship are central to everything we do.

You’ll enjoy:

• A clear pathway to adviser roles and long-term career development
• Exposure to high-calibre clients and collaborative work with teams across Wealth, Capital, SMSF, Asset Management, and Consulting
• A supportive, team-first culture with strong leadership and ongoing mentorship
• Hybrid work options and a dynamic CBD-based workplace with premium end-of-trip facilities
• Competitive salary and genuine growth opportunities within a high-performing team

Interested?
Apply now with your resume and cover letter.

‍

Looking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial advice.

As an Associate Adviser, you will work alongside our Senior Advisers to deliver tailored, high-quality advice and outstanding client service. You'll play a key role in both technical and strategic support, with a clear development path into advisory.

What You'll Do:

• Attend client meetings with Senior Advisers, taking notes and assisting with background fact-finding and follow-up
• Conduct strategic financial modelling and analysis using tools like Xplan, Wealth Solver and Risk Researcher
• Perform in-depth product research to support tailored client recommendations
• Draft Statements of Advice (SOAs) and Records of Advice (ROAs)
• Contribute to strategy development, including asset allocation and investment recommendations
• Prepare review documentation, coordinate review appointments, and present findings in client meetings
• Monitor portfolio liquidity and ensure alignment with client risk profiles and platform cash minimums

What We’re Looking For:

• FASEA-approved degree (or equivalent)
• Minimum 2 years’ experience in Paraplanning, Client Services, or Associate Adviser roles
• ASIC Authorised Representative status
• Completed FASEA Exam, with qualifications/experience enabling practice beyond Jan 2026
• Strong technical knowledge of financial planning, investment management, superannuation, and compliance
• Confident communicator with excellent interpersonal skills
• Detail-oriented, highly organised, and self-motivated
• Experience with XPLAN is highly regarded
• Comfortable with emerging technology, especially AI
• Growth mindset – curious, proactive, and eager to learn
• Team player who thrives in a collaborative, client-first culture

Why Join Us?

At Prime Financial Group, we’re not just growing — we’re building something extraordinary. As part of a listed company with 45% team ownership, we empower our people to co-create the future, take ownership of their careers, and make a lasting impact.

As part of Prime Financial Group (ASX: PFG), a market-leading financial services firm with over 200 team members globally, you’ll benefit from the energy of a startup and the backing of a listed company. Innovation, ownership, and entrepreneurship are central to everything we do.

You’ll enjoy:

• A clear pathway to adviser roles and long-term career development
• Exposure to high-calibre clients and collaborative work with teams across Wealth, Capital, SMSF, Asset Management, and Consulting
• A supportive, team-first culture with strong leadership and ongoing mentorship
• Hybrid work options and a dynamic CBD-based workplace with premium end-of-trip facilities
• Competitive salary and genuine growth opportunities within a high-performing team

Interested?
Apply now with your resume and cover letter.

Join Prime Financial India – Work with a Leading ASX-Listed Australian Financial Group!

Prime is a market-leading financial services firm with 200+ team members globally, we operate with the agility of a startup and the strength of a listed company. Innovation, ownership, and entrepreneurship are at the heart of everything we do.

We are hiring a Bookkeeper to join our growing India team!

Based in our Bengaluru office, you’ll work closely with our Australian Accounting & Business Advisory team and be part of a high-performing, collaborative environment.

What You’ll Be Doing:

• Process Accounts Payable: enter and manage vendor invoices, ensure timely payments, and maintain accurate records
• Manage Accounts Receivable: generate client invoices, monitor payments, and follow up on outstanding receivables
• Run Payroll processing: calculate employee payments, apply correct tax deductions, and maintain payroll records
• Perform Bank Reconciliation: match bank statements with internal records, resolve discrepancies
• Prepare Financial Reports: assist in compiling management reports, support budgeting and forecasting
• Ensure Tax Compliance: support the preparation of BAS, PAYG, and ensure adherence to tax and regulatory standards
• Maintain clean and accurate general ledger and financial records
  

What We’re Looking For:

• 2–4 years’ experience in Australian bookkeeping, accounting, or finance support
• Hands-on experience with Xero (essential)
• Knowledge of bookkeeping principles and financial reporting
• Strong attention to detail, time management, and organisational skills
• Excellent written and verbal communication skills
• Ability to work independently and collaborate with cross-border teams
  

What You’ll Get:

• Competitive salary + hybrid work flexibility
• Exposure to international accounting operations and systems
• Career development with a global company
• Supportive leadership and opportunities to grow into more senior finance roles
• A values-driven culture focused on ownership, innovation, performance and people
  

Why Join Prime Financial India? At Prime, you’re more than just an accountant, you're a key part of our global success story. We invest in your potential, support your ambitions, and offer a long-term platform to build your career.

Send us your CV and a short cover letter on why you’d be a great fit at Prime Financial India. We’re excited to hear from you!

Please Note: This role is based in Bengaluru. While we support hybrid working, it is not a fully remote position. Kindly apply only if you are currently based in Bengaluru or are willing to relocate.

Join Prime Financial India – Work with a Leading ASX-Listed Australian Financial Group!

Prime is a market-leading financial services firm with 200+ team members globally, we operate with the agility of a startup and the strength of a listed company. Innovation, ownership, and entrepreneurship are at the heart of everything we do.

We’re currently hiring a Senior Accountant to join our growing India team. You’ll work closely with our Australian Managers and Partners, and be part of a supportive, high-performing accounting team here in India.

What you will be doing :

• Prepare and lodge Australian tax returns and financial statements (Company, Trust, Partnership, Group)
• Assist in Board reporting, management packs, and financial analysis
• Prepare and file BAS, IAS, FBT, Div 7A returns and support grant applications (R&D and more)
• Reconcile GST, Super, PAYG and other compliance accounts
• Review, mentor, and guide junior team members
• Maintain high-quality documentation and SOPs
• Collaborate daily with the Australian team and deliver accurate, timely outcomes
  

What We're Looking For:

• 3+ years’ experience in public practice - Australian accounting
• Qualified or pursuing CA/CPA/ICWA/CS
• Strong hands-on experience with XERO, MYOB, and tax tools
• Great communication skills – spoken and written English
• Strong Excel and analytical/reporting skills
• Team player with a problem-solving attitude and attention to detail
• Experience in training or reviewing juniors is a plus
• Eager to grow with a global company and take on leadership opportunities
  

What You’ll Get:

• Competitive salary + hybrid work flexibility
• Direct exposure to Australian clients and CA/CPA mentors
• Clear career growth path and professional development
• Opportunity to work in a cross-border team making real impact
• Be part of a firm that values ownership, performance, and people
  

Why Join Prime Financial India? At Prime, you’re more than just an accountant, you're a key part of our global success story. We invest in your potential, support your ambitions, and offer a long-term platform to build your career.

Send us your CV and a short cover letter on why you’d be a great fit at Prime Financial India. We’re excited to hear from you!

Are you a passionate Accountant looking to build upon your career in a dynamic and growing business?

We’re seeking two talented, values led individual(s) to lead by example and deliver outstanding service to our varied client base across tax, business advisory and CFO services. If you bring deep technical knowledge and a client-first mindset in one or more of these areas, we’d love to hear from you.

About us

Prime is a market-leading Advice, Capital, and Asset Management firm with 200+ team members globally. We're driven by innovation, collaboration, and an entrepreneurial spirit. As an ASX-listed company, we focus on long-term partnerships by supporting our clients, empowering our people, and making meaningful contributions to the communities we operate in.

The Role

As a Senior Accountant, you will collaborate closely with business owners, providing expertise across several areas that may include, but are not limited to;-

• Preparing & reviewing Board packs and reviewing management reporting to support clients in achieving their business goals.
• Meticulous preparation or reviewing of Financial Statements and tax Returns for Companies, Partnerships, and Trusts.
• Review BAS and IAS returns to ensure accuracy.
• Address CGT, GST, and Div 7a issues in year-end compliance work.
• Mentoring junior staff and supporting their technical development.
• Working closely with managers, partners, and cross-functional teams across Prime’s divisions.

Qualifications & experience

• CA/CPA qualified (or currently pursuing certification).
• 3+ years of relevant experience in Australian accounting, ideally from a mid-tier or similar environment.
• Strong knowledge of Australian tax and compliance standards.
• Excellent communication and interpersonal skills, with the ability to build trusted client relationships.
• A proactive, solutions-focused mindset and a collaborative approach.
• Desire for continuous learning and professional growth.

Why Join Prime?

At Prime, people are at the heart of everything we do. We offer:

• A high-performing, inclusive, and values-led culture.
• 45% team ownership—our people are true co-creators of our future.
• Cross-functional learning opportunities across Wealth, Capital, SMSF, and Consulting.
• Flexible work arrangements and hybrid options to support your work-life balance.
• A transparent career path and leadership that invests in your development.
• Access to end-of-trip facilities, a collaborative CBD environment, and a company that genuinely values its people.

We are lucky to work alongside some incredibly driven, intelligent, and humble people - genuine individuals who make Prime a great place to be.

Interested? Apply now with your resume and cover letter.

An exciting opportunity for a passionate marketer to lead innovative campaigns, create compelling content, and help shape the future of our brand.

As a Marketing Specialist, you’ll work closely with the Group Marketing Manager and cross-functional teams to develop and execute multi-channel strategies that boost visibility, engagement, and growth. You’ll combine creativity with data-driven thinking to deliver high-impact marketing initiatives across digital, content, and brand.

What You’ll Do:

• Lead the conceptualisation, planning, and execution of multi-channel marketing campaigns aligned with business goals and audience needs
• Create persuasive content across digital, social media, email, and print to maintain brand consistency and engagement
• Optimise digital performance through SEO, SEM, and targeted email strategies
• Conduct market research and competitor analysis to inform strategy and identify opportunities
• Track and report on campaign performance leveraging analytics tools and KPIs to measure effectiveness, identify areas for improvement, and optimise ROI.
• Support the planning and execution of key marketing events
• Maintain brand integrity across all marketing assets and communications
• Collaborate with internal stakeholders and external partners to deliver aligned, effective campaigns

What We’re Looking For:

• 3–5 years of experience in brand and digital marketing (finance industry experience preferred)
• Proficiency in digital tools and platforms including SEO, SEM, Google Analytics, email marketing, and social media
• Strong content creation and copywriting skills across multiple platforms
• Solid understanding of campaign tracking and performance optimisation
• Exceptional communication and stakeholder management skills
• Highly organised with strong project and time management abilities
• A creative thinker with a passion for innovation and continuous improvement
• Experience with marketing automation tools is a bonus
• Graphic design and multimedia skills are a plus
• Bachelor’s degree in Marketing, Communications, Business, or a related field (preferred)

Why Join Us?

At Prime Financial Group, we’re not just growing — we’re building something extraordinary. As part of a listed company with 45% team ownership, we empower our people to co-create the future, take ownership of their careers, and make a lasting impact. As part of Prime Financial Group (ASX: PFG), a market-leading financial services firm with over 200 team members globally, you’ll benefit from the energy of a startup and the backing of a listed company. Innovation, ownership, and entrepreneurship are central to everything we do.

You’ll enjoy:

• A dynamic and collaborative environment with room to own and grow your role
• A clear path for career development across a growing organisation
• Exposure to high-impact projects and cross-functional initiatives
• Hybrid work flexibility and a vibrant CBD-based office with top-tier facilities
• A supportive culture that values creativity, performance, and continuous learning