Financial Adviser – Step Into an Established Client Base | Join a Dynamic, Supportive Team in Kardinya

Are you passionate about helping everyday Australians achieve financial security? Join our respected Kardinya team and enjoy immediate access to a loyal client base, ongoing professional development, and a culture that celebrates collaboration and innovation. We offer a competitive salary, performance bonuses, and a modern office environment where your growth is our priority.

Key Responsibilities

Conduct detailed financial needs analysis for individual clients.

Provide expert advice on superannuation, retirement planning, investments, estate planning, tax strategies, and insurance.

Develop tailored financial plans and present recommendations in a clear and engaging manner.

Monitor client portfolios regularly and adjust strategies based on life circumstances or market conditions.

Stay updated on legislation, regulations, and industry best practices.

Build and maintain a portfolio of loyal, satisfied clients through exceptional service.

What We’re Looking For

Minimum of 2 years of experience as a Financial Planner.

Tertiary qualifications in financial planning or a related field.

Strong knowledge of financial planning principles, products, and regulations.

Excellent communication skills to build trust and long-term client relationships.

Proficiency with financial planning software.

A proactive and professional work ethic, with a strong commitment to compliance and ethical standards.

Commitment to ongoing professional development.

Why Join Us?

Competitive salary and bonus structure.

Opportunity to step into a loyal client base with scope to grow.

Comprehensive training and professional development opportunities.

Supportive team culture with in-house para-planning and administrative support.

Onshore back office support

About Us

Our business is built on strong values of collaboration, professionalism, and client success. We are committed to constant improvement and efficiencies by integrating new technology and best practices . Located in Kardinya, we proudly serve our main clientele—standard mums and dads, pre-retirees, and retirees—with the belief that everyone deserves accessible financial advice for a comfortable and secure retirement.

How to Apply

If you are an experienced Financial Adviser looking for your next career move in a supportive and dynamic environment, we would love to hear from you! Please submit your resume along with a cover letter detailing your experience and why you would be a great fit for this role.

Apply now to take the next step toward joining our respected team!