About us

We are a growing financial planning company offering holistic advice to our clients ranging from wealth creation, debt management, retirement planning and more. We also specialise in advice for current serving members & Veterans of the Australian Defence Force.

We are looking for a Full time Financial Adviser. The candidate will require to have previously provided advice.

We may consider a candidate who is nearing the completion of their professional year, at least in your third quarter.

Tasks & responsibilities

• Attending Client Meetings
• Liaising with paraplanners in relation to financial plans
• Strategy development
• File note writing
• Maintaining professional knowledge and development
• Assisting staff
• Daily office hours are 8:30am - 5pm
• Work Autonomously
• Ability to provide holistic advice

Benefits

• Regular staff social events
• Professional, supportive and fun working environment
• Collaborative workplace
• Weekly pay cycle
• Ongoing training
• Ability to work towards every second Friday off

We are looking for a financial adviser who can hit the ground running.

The successful applicant will work alongside our current staff in creating a seamless experience for our clients. They will also work closely with our administration and paraplanning team to complete day to day tasks.

The successful applicant will assist in ensuring the business remains compliant through their undertakings and continue their professional requirements.

Qualifications & experience

• Previous experience is necessary
• Relevant education completed and meeting FASEA requirements (MUST HAVE)
• Degree Qualified preferred but not essential
• A passion for finance and working in the industry is essential
• Time management skills and being able to work autonomously
• Strong attention to detail
• Exceptional communication and interpersonal skills
• Proficiency in Microsoft Office suite

*Only Australian Residents with the appropriate rights to work in Australia need apply.

(No Recruitment Agencies or non Australian residents need contact or apply)

Join our team today!

Click the apply button and send us your Resume and Cover Letter