About us

We are a growing financial planning company offering holistic advice to our clients ranging from wealth creation, debt management, retirement planning and more. We also specialise in advice for current serving members & Veterans of the Australian Defence Force.

Although always encouraged, there is no need to source your own clients as new to business clients will be provided.

We are looking for a Full time Financial Adviser. The candidate will require to have previously provided advice or have worked in the industry, with current qualifications to provide advice.

We may consider a candidate who is nearing the completion of their professional year, at least in your third quarter.

Tasks & responsibilities

Attending Client Meetings

Liaising with paraplanners in relation to financial plans

Strategy development

File note writing

Maintaining professional knowledge and development

Assisting staff

Daily office hours are 8:30am - 5pm

Work Autonomously

Ability to provide holistic advice

Benefits

Readily available stream of new clients

Regular staff social events

Professional, supportive and fun working environment

Collaborative workplace

Fortnightly pay cycle

Ongoing training

RDO each month, following probation

The successful applicant will work alongside our current staff in creating a seamless experience for our clients. They will also work closely with our administration and paraplanning team to complete day to day tasks.

The successful applicant will assist in ensuring the business remains compliant through their undertakings and continue their professional requirements.

Qualifications & experience

Previous experience is necessary

Minimum 2 years' experience as a licensed financial adviser

Relevant education completed and meeting FASEA requirements (MUST HAVE)

Degree Qualified preferred but not essential

A passion for finance and working in the industry is essential

Time management skills and being able to work autonomously

Strong attention to detail

Exceptional communication and interpersonal skills

Proficiency in Microsoft Office suite

Must have passed the FASEA exam

Current registration on ASIC Financial Adviser Register

*Only Australian Residents with the appropriate rights to work in Australia need apply.

(No Recruitment Agencies or non Australian residents need contact or apply)

Join our team today!

Click the apply button and send us your Resume and Cover Letter