Our Client:

This is a rare opportunity to join a growing, community-minded financial planning firm where you’ll have the autonomy to build your own client base and the backing of an experienced, down-to-earth team.

With equity on the table for the right person, this is more than just a job, it’s a chance to shape your future in a firm that values initiative, relationships, and long-term client outcomes.

The business has a strong reputation in regional and metro areas, a loyal client base, and a clear growth strategy focused on empowering advisers who are passionate about what they do.

Why Our Client?

Long-term succession planning in place, with equity available

Advice-first culture with full paraplanning and admin support

Trusted brand with established referral partners and strong community reputation

Flexibility in work location and structure . No micromanagement, no red tape

What you’ll be doing:

Managing an existing book while focusing on generating new business

Leveraging existing referral relationships and community networks

Delivering high-quality holistic advice across super, retirement, insurance, investments and more

Playing a key leadership role in the firm’s next stage of growth

Who we’re looking for:

An experienced Financial Adviser (min. 10 years) who meets FASEA requirements

Someone with strong relationship-building skills and a proven ability to win new business

A strategic thinker who enjoys autonomy and thrives in a values-led team

Someone excited by the opportunity to grow something meaningful and take part ownership in it

What’s on offer:

Equity pathway for the right candidate

A clear platform to grow your client base, with strong internal support

A collaborative, client-first culture with no product pushing

Flexible working options and long-term career progression

Other Opportunities:

We are actively working on several roles within the Financial Planning sector that aren’t advertised. If this position isn’t exactly what you’re looking for, please contact me directly to learn about other opportunities.

About Us:

If you are a candidate, we listen to your career goals and offer unbiased and honest career advice to assist you in making the right move for your career.

We specialise in Wealth Management, Accounting, Financial Planning, Mortgage Broking, Administration and Superannuation.

LinkedIn: www.linkedin.com/in/jacquelinletcher
Email: [email protected]

If you meet the criteria, apply below or reach out to me via email for more information.