Financial Adviser - Established Client Base | Supportive Tech-Driven Firm

Aspire Wealth Strategies
Brisbane, QLD
A$100,000-$130,000 p/a
Banking & Financial Services → Financial Planning
Full-time
Hybrid

Posted 16 hours ago


Are you a relationship-driven Financial Adviser looking for a stable, long-term opportunity where you can focus on delivering quality advice and exceptional client care?

We are a privately-owned, self-licensed financial planning firm based in Brisbane’s CBD. We’re committed to providing client-first advice using innovative technology and streamlined systems. With over 20 years of combined experience on our team, we value professionalism, collaboration, and integrity in everything we do.

We’re currently seeking a Financial Adviser to take over an existing portfolio of engaged clients and continue delivering the personalised advice and support they’ve come to expect.

What We Offer:

Established client base – Step into an active portfolio with strong client relationships

Stability – Full-time salaried role with ongoing support and career development

Growth opportunity – Bonuses linked to client retention and service

Structured support – Full admin, paraplanning and compliance resources (onshore & offshore)

Hybrid work flexibility – Office-based with the option to work from home part of the week

Team culture – Be part of a collaborative, respectful and knowledgeable team

Your Responsibilities:

Deliver compliant, high-quality financial advice across superannuation, retirement planning, insurance and investments

Build strong, trusted relationships with existing clients through regular reviews and ongoing support

Value add to our existing clients by providing robust review process

Work within an established advice framework with the support of paraplanners and admin staff

Maintain accurate records and ensure all compliance obligations are met

Collaborate with senior advisers and support staff to continuously improve client outcomes

About You:

FASEA-qualified Financial Adviser with minimum 2 years’ experience

Experience delivering advice under a structured or team-based environment

Strong communication and client relationship skills

Detail-oriented and process-driven comfortable working within compliance frameworks

Experience with SMSF is not essential but is an advantage

Who This Role Is For:

This role is ideal for a Financial Adviser who takes pride in nurturing long-term client relationships and delivering consistent, high-quality advice. You enjoy working within a structured and supportive environment, where processes are in place, and your focus can remain firmly on your clients’ best interests.

You’re someone who values stability, collaboration, and integrity, and who thrives in a team that shares knowledge, supports one another, and puts people before products. Whether you're looking to step away from high-pressure sales targets or simply seeking a better cultural fit, this role offers the opportunity to grow within an ethical, forward-thinking firm that genuinely cares about its clients and team.

If you’re ready to focus on what you do best helping clients in a firm that backs you with the right tools and support, we’d love to hear from you. Apply now.


About Aspire Wealth Strategies

Brisbane, QLD, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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