Financial Adviser

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 acquisitions and referrals, 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
• Working closely with in-house paraplanners and administration staff to deliver compliant advice
• Supporting the continued growth of the business through referrals and acquired client portfolios

About You

The successful candidate will have:

• Completed FASEA educational requirements
• Minimum 2+ years 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
• Equity Opportunity For The Right Candidate
• In-House Administration And Paraplanning Support
• Office-Based Role With Work From Home Flexibility
• Supportive Team Culture With Genuine Career Development
• Growing Business With Ongoing Client Acquisition
• Community-Focused Organisation Supporting Local Initiatives
• Long-Term Career Opportunity Within An Expanding Financial Practice

Apply today and don't miss out on starting this opportunity as soon as possible!