About the role
Join a respected and supportive team delivering meaningful retirement and aged care advice in a professional, client-first environment. You'll be backed by a strong support team and a steady stream of appointments.

• Deliver tailored aged care financial advice
• Maintain accurate file notes and fact finds
• Maintain strong ongoing client relationships
• Deliver an empathetic, high-standard service
• Build trust through exceptional service

Skills & Experience

• Tertiary qualification in financial services
• FASEA education requirements completed
• Strong client-facing advice experience
• Experience with financial planning software
• Highly organised with a collaborative mindset

Benefits

• Work with a top 30 Best Places to Work 2024
• Uncapped commission and bonus structure
• Support for ongoing education and training
• Early finish on Fridays plus a monthly RDO

About the company/ Culture
Our client is a fast-growing, highly respected financial planning firm and Queensland’s largest provider of aged care advice. With a strong national presence, they focus on delivering personalised advice with empathy and integrity.

People enjoy working in this team because of its inclusive culture, hands-on training, and clear pathways for development and promotion.

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to [email protected]

Only shortlisted candidates will be contacted.