Financial Adviser

We are seeking an experienced and client-focused Financial Adviser, with excellent communication skills to join our tight-knit team at a growing boutique advice firm with a great internal culture.

About the Role

Engage inbound new business inquiries and build strong client relationships.

Collaborate with a dedicated paraplanner to craft and present high-quality Statements of Advice.

It is not essential, however there is an opportunity to write life insurance policies for our clients.

Conduct regular reviews with existing clients to ensure their financial strategies remain aligned with their goals.

Preference for in-office work, but flexible hybrid arrangements considered due to digital and phone-based nature of the work.

What We Offer

A healthy base salary plus an excellent bonus structure.

Somewhat flexible hours with occasional evening work required.

Supportive, team-oriented environment that values collaboration and client success.

Requirements

Fully qualified financial planner with all relevant tertiary qualifications (no Professional Year applicants).

Strong communication and client engagement skills.

Ability to work independently while contributing to a team-driven environment.

Open to part-time candidates.

Willingness to work some evenings each week (can be done from home)

If you are optimistic and passionate about providing quality financial advice and want to be part of a collaborative, dynamic firm, we’d love to hear from you!