JUNIOR FINANCIAL PLANNER FOR DOCTORS

Brisbane Inner North - Herston

Full-time

ABOUT THE ROLE

This is an exciting role providing holistic advice to doctors and their families across a broad range of relevant areas, such as investing, tax planning, personal insurance and lending. This often includes working closely with their other professional advisers, utilising an integrated multi-disciplinary approach to save clients time and achieve the best outcomes.

This will suit a dedicated and highly motivated financial planner seeking a long-term career with the practice with a strong desire to expand their range and depth of expertise.

To support your success and the best outcomes for clients and the practice, there are three stages to the role:

1. Working closely with the principal financial planner as an associate adviser with a dual focus on:

a. your training, and

b. freeing up the principal’s time to train you and look after clients (~6-12 months).

2. Transferring some clients to you to look after together with the principal financial planner, as well as comprehensive support to help build your client base, strengthen client relationships and work closely with referral partners (after 12 months).

3. Looking after your own client base and supporting the principal financial planner and practice manager with 1-2 other key aspects of the practice.

This role requires a person with superior communication skills, an ability to engage well with highly intelligent professional clients, a strong willingness to learn, be a FASEA-compliant financial planner and have a sound knowledge of financial products, services and markets – including insurance.

The overall impact of this role will be to enhance our capacity to help more doctors and their families, and enable the principal financial planner more time to focus on other key aspects of the practice.

The successful applicant will become a key person in our practice and will play a very important role in looking after clients and providing great advice.

ABOUT US

Doctors Wealth Planning is a boutique financial planning practice located in Herston (about 2km from the CBD) and established in 2011:

Offering specialist advice for doctors and their families to grow and protect their wealth, live their best life and achieve financial freedom.

Dedicated to doing a great job for a small number of clients. This allows us to really get to know clients, provide the best possible advice and service, and continually look to enhance the value we deliver.

Committed to always doing our very best for clients and developing long-term trusted professional relationships. This also means that most new clients are referred.

Resolute in maintaining a great work environment and supporting a fulfilled, motivated and connected team based on respect and trust.

That believes charging percentage asset-based fees on super and investments is a potential conflict of interest for financial planners. To be transparent and tax-effective for clients, we charge flat dollar-based financial planning fees only.

Always looking to improve the experience for clients, our services, strategies and efficiencies.

Looking after doctors ultimately enables them to focus on what they do best – caring for patients and the health of our community. Our ultimate reward is the privilege of sharing the financial journey with clients and the positive impact our advice and support has for them and their families.

ABOUT YOU

You’re the kind of person who cares about others. This core value is evident in your interactions and how you work within a team. You are self-directed, confident in a grounded way, and you might be described by your friends as someone they can rely on and who really cares.

You enjoy working alongside other people who are great at what they do and working as a team to achieve things. But you don’t want to have to jump through unnecessary hoops everyday, which is why you’re not looking for a position with a corporate.

Your colleagues would describe you as someone they really enjoy working with. They’d say you are professional with a great sense of empathy and unquestionable integrity.

You have at least 2 years’ experience as a qualified financial planner and you are at a stage in your career where you’re ready for an opportunity to put it all into practice and demonstrate what you’re really capable of - or you may feel you are topping out at a ceiling where you currently work and can accomplish more.

You’re looking for your ‘forever job’ and you’d really like this to be the very last time you ever have to go through the arduous process of applying for a new position.

To succeed in this role, you’ll need to be able to hand-on-heart answer “yes” to each of the statements below:

I am passionate about financial planning and helping clients.

I am empathetic and caring.

I am a positive person most of the time.

I am dependable. If I say I’ll do something, I’ll do it.

I am always looking to improve myself and the way I do things.

I enjoy learning and have a strong propensity to do so.

You will also need to have:

At least 18 months’ experience as a qualified financial planner and currently be a FASEA- compliant, qualified financial planner.

Strong attention to detail and technical, analytical and organisational skills.

A team player who thrives in a collaborative environment.

Excellent communication and interpersonal skills - both verbal and written.

A proactive and solution-focused mindset.

A strong commitment to ongoing professional development and industry compliance.

You may already tick these boxes – or are willing to upskill early on in the role:

XPlan – at least an intermediate working knowledge.

Experience researching, advising and implementing personal insurance advice, including Life, TPD, Trauma/Critical Illness, Income Protection and Business Expenses cover.

Certificate IV in Finance (Mortgage Broking) - or the willingness to attain this qualification with mentoring support from us.

WHAT’S IN IT FOR YOU?

Exclusive Opportunity:

This is a wonderful opportunity to work in a boutique high-performing practice, providing first-class, ethical financial advice to doctors and their families.

Join a fantastic team with a positive, friendly and supportive culture.

Mentoring from the principal financial planner, as well as additional training and support to become a specialist adviser for doctors.

Following the initial phase, develop your own client base of doctors with significant support from the principal financial planner, the team and referral partners.

Looking after Doctors ultimately enables them to focus more on caring for the health of our community and spending time with their loved ones. Doctors Wealth also supports some specific medical charities. So you really will be making a huge impact on thousands of people across Australia, including those of our team.

Advise Doctors and their families - many of whom are amazing personally, professionally and benevolently.

Ability to play a key part in shaping the future of Doctors Wealth.

Work Environment:

Excellent modern office 2km from the Brisbane CBD at Herston, close to cafes and other amenities.

Client services and paraplanning support to assist you focus on higher level duties and communication with our valued clients, once established in the role.

Professional Growth:

Direct training and mentorship by the principal financial planner.

Outstanding career growth opportunities with a clear pathway to becoming a specialist financial planner for doctors.

Access professional development opportunities to enhance your expertise, and other professional areas of interest for you and the Practice.

The opportunity to be involved in the strategic business planning and coaching we engage in. This includes getting to know financial planners and their teams at other inspiring financial planning practices in our collegiate coaching groups.

Remuneration:

Your salary will be competitive and commensurate with the value you can bring to the role. We pay competitive salaries, and recognise and reward good performance.

INTERESTED?

Congratulations if you have read through to this point and have a smile on your face because you know this ad was written just for you!

Because one of the things we’re looking for in the successful candidate is attention to detail, we are not accepting applications from anyone who just hits ‘apply now’ here on Seek - or who directly sends us a resume and cover letter by email.

Please don’t do that.

Because taking on a new role is a big commitment, we’ve created an Application Pack for you to help you understand more about the role and the Practice. This includes:

Further information about us and our values.

More detail about what we’re looking for in the successful candidate.

Pertinent questions we’d like you to answer when you apply.

Don’t worry, the questions we’re asking are not a right or wrong type of question, rather the aim is to help us get a sense of the way you think.

Please email [email protected] to ask for the Application Pack – with the subject line “Financial Planner/Associate Planner” and we will email to you everything you need to apply.

Thank you in advance for taking the time to apply for this position, we’re genuinely looking forward to meeting and learning more about you.

We’ll accept applications until close of business on Wednesday 24th September and all applications will be kept private and confidential.

P.S. Please don’t hit ‘apply now’ and send us a resume and cover letter. We’ve put time and effort into designing this process so that you get a chance to showcase your strengths beyond your resume.