New Partnership to Strengthen Financial Advice Talent Pipeline


Technology company Iress has announced a new partnership with financial services career pathway provider, Striver, to attract “much needed” talent into the financial advice industry.

The company says that as demand surges for financial advice in Australia “…the partnership aims to materially grow demand from aspiring talent looking to enter the financial services community, while also delivering new in-depth training materials and information for newcomers.”

Kelli Willmer

Iress is a key partner and presenter at Striver’s 2024 Brimstone event series, where students and graduates can explore career opportunities in the financial advice and wealth management industry.

The firm says that it will also provide Striver with a series of new Xplan training modules for Striver’s Mentor Education Unit, where students, graduates and job seekers can experience the latest products and platforms that are used in the industry.

It adds that the training offers “…real-world experience and comprehensive understanding of how technology and platforms are used by advisers to deliver effective and efficient advice to clients and grow their business.”

…building a strong talent pipeline is crucial…

Kelli Willmer, Executive General Manager – Wealth APAC at Iress, says with more than one million Australians “…unable to get the financial advice they need today, growing the numbers in our profession and building a strong talent pipeline is crucial.”

She sees a career in financial advice is an ideal fit for many smart, driven students – fulfilling, rewarding and intellectually stimulating, adding the company “…is committed to helping generate that demand and showing what that career can look like.”

Alisdair Barr, Founder and CEO at Striver, says that making financial advice more accessible to Australians requires clear career pathways.

“To attract more talent into the industry we need to shine a spotlight on the great careers and provide more education and resources to help candidates take their first steps.”