Financial Adviser
Job No:
RS314143
Location:
Aspley
-
EARN $100,000 - $115,000 + Super + Equity Opportunity
-
Join A Growing Financial Advice Practice With a Warm Client Base
-
Build Long-Term Client Relationships With Full Internal Support
About The Company
Our client is a well-established financial planning practice providing tailored wealth management advice to individuals and families across Brisbane and surrounding regions. With a client-first philosophy, the business specialises in helping clients achieve their financial goals through personalised strategies and long-term partnerships.
As the business continues to grow through organic growth and strong referral partnerships, they have built a collaborative, team-first culture supported by experienced paraplanning and administration staff, allowing advisers to focus on delivering exceptional client outcomes.
About The Opportunity
The primary purpose of this position is to provide holistic financial advice while managing an established portfolio of clients and developing long-term relationships with new clients entering the business.
Some of your responsibilities will include:
- Managing an existing portfolio of ongoing service clients
- Providing advice across superannuation, investments, personal insurance, pre-retirement, and retirement planning
- Onboarding new clients through warm leads and referral partners
- Building trusted, long-term relationships through exceptional client service
- Conducting review meetings and implementing tailored financial strategies
- Supporting the continued growth of the business through strong referral partnerships
About You
The successful candidate will have:
- Completed FASEA educational requirements
- Minimum 2+ years of experience as an Authorised Financial Adviser
- Experience providing advice across superannuation, investments, retirement planning, and personal insurance
- Strong experience managing client relationships and onboarding new clients
- Excellent communication and interpersonal skills
- Professional presentation with a client-first approach
- Ability to work effectively within a fast-paced and collaborative environment
What's in it for You?
- Warm Client Database And Existing Referral Partners Provided
- Office-Based Role With Work From Home Flexibility
- Supportive, Small & Friendly Team Culture
- Growing Business With Ongoing Organic Growth
- Community-Focused Organisation Supporting Local Initiatives
- Long-Term Career Opportunity Within An Expanding Financial Practice
- Compliant, Experienced and Efficient Paraplanning Support Provided by the Supportive AFSL
- Opportunity Exists for the Right Adviser to Become an Equity Participant as the Business Continues to Expand
Apply today and don't miss out on starting this opportunity as soon as possible!
