Our client is seeking an experienced Financial Advisor to join their growing financial planning practice in Karratha. This part‑time role (2 or 3 days per week) offers the opportunity to transition into a full‑time position as the client base continues to grow. If you’re passionate about building long‑term client relationships and delivering quality financial advice, this could be the perfect opportunity.
What you’ll be doing:
Build and manage long‑term client relationships
Conduct client meetings, strategy sessions and annual reviews
Develop and deliver tailored financial advice across superannuation, retirement planning, investments, insurance and wealth creation
Prepare and present compliant Statements of Advice (SOAs)
Work closely with administration and paraplanning teams
Ensure compliance with ASIC, AFSL and legislative requirements
Identify opportunities to grow existing client relationships
Support business development through referrals and professional networks
What you’ll need:
3–5 years’ experience as a Financial Adviser or Financial Planner
Experience providing holistic financial advice and preparing SOAs
Strong knowledge of superannuation, investments,
retirement planning and personal insurance
Bachelor’s degree or recognised financial planning qualification
Completed Financial Adviser Exam and FASEA education requirements
Current ASIC Financial Adviser registration and CPD compliance
Excellent communication and relationship‑building skills
Experience with Xplan, AdviserLogic, Midwinter or similar software is advantageous
Full working rights in Australia
What’s in it for you:
Part‑time role (2 or 3 days per week) with the prospect to transition into a full‑time position
Attractive OTE of $240,000 – $300,000, comprising a competitive base salary plus an uncapped commission structure
Established client base with significant opportunities for business growth
Supportive team and modern systems to help you succeed
Ongoing career development and career progression prospects
Versatile working arrangements where appropriate
How to apply:
To complete your application for this position please click on the "APPLY" button. Online applications are preferred however for a confidential enquiry please call 8*.
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