03 Aug
|
MACRO Recruitment
|
Karratha
03 Aug
MACRO Recruitment
Karratha
Seeking a motivated Financial Planner or Associate Adviser for a part‑time opportunity within a growing advisory environment in regional Western Australia. This permanent role is initially two to three days per week and is ideal for professionals aiming to develop their client portfolio while enjoying a supportive workplace culture.
About the Role
- Requirements: Authorised to provide personal financial advice in Australia with familiarity of the local regional area.
- Compensation: Competitive base salary pro rata with significant commission opportunities reflecting performance.
- Location: Karratha, Regional Western Australia.
Key Responsibilities
- Provide customised financial advice and build sustainable wealth management solutions for clients.
- Develop and maintain relationships with a local client base connected to an established accounting practice.
- Drive business growth by engaging prospects within the regional community.
- Collaborate with tax professionals and business contacts to identify and leverage new advisory opportunities.
- Use advanced financial planning and portfolio management platforms.
- Contribute to compliance and administrative tasks with support from dedicated paraplanning and admin teams.
Why Apply for This Role?
This role offers a pathway from a flexible part‑time commitment to potential full‑time engagement as your client portfolio expands.
Benefit from a balance of independence with structured support, established systems, and recognised technology tools. Working alongside an established firm provides a steady source of prospective clients, fostering your development as a trusted regional adviser. The uncapped commissions present substantial earning potential.
About the Employer
A reputable wealth advisory service focused on regional markets, offering a collaborative culture with access to experienced colleagues and documented processes. Employees benefit from technology‑enabled workflows and dedicated paraplanning and client service support, ensuring a productive and community‑oriented environment.
What You Will Need
- Relevant qualifications or progress toward Australian financial advice authorisation.
- Strong ties and understanding of the regional community.
- Excellent communication and relationship‑building skills.
Perks of the Role
- Flexible part‑time scheduling with clear career growth prospects.
- Access to remote professional supervision for developing advisers.
- Support from both onsite and offsite paraplanning and administrative teams.
- Collaboration with an established professional services firm, providing client referrals.
- Use of advanced digital financial planning tools to enhance client servicing.
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📌 Part-Time Financial Planner | Wealth Management (Karratha)
🏢 MACRO Recruitment
📍 Karratha