Vortex Financial Planning is seeking an experienced and client-focused Financial Advisor to join our growing Gold Coast team.

This is an excellent opportunity for an adviser who enjoys building long-term client relationships rather than chasing sales targets. You will inherit an established portfolio of clients and play a key role in delivering high-quality, ongoing financial advice that helps clients achieve their financial goals.

As a Servicing Financial Advisor, you will be responsible for providing proactive, ongoing advice and support while ensuring every client receives a professional and personalised experience. You will work closely with our experienced support team and investment professionals, allowing you to focus on what you do best - building trusted relationships and delivering exceptional advice.

What you'll be doing

- Providing ongoing financial advice and support to an established portfolio of clients, including regular reviews and strategy updates.

- Building strong, long-term client relationships through proactive communication and exceptional service.

- Identifying opportunities to strengthen client relationships and grow the business through referrals and professional networking.

- Keeping abreast of legislative, regulatory and industry changes to ensure all advice remains compliant and aligned with best practice.

- Working collaboratively with the wider team to contribute to the continued growth and success of the business.

- Maintaining accurate client records and ensuring all advice documentation meets compliance requirements.

To be successful in this role, you will have:

- Fully qualified Financial Advisor status and be authorised to provide personal financial advice in Australia.

- A minimum qualification of a Diploma of Financial Planning (or equivalent), meeting all current education requirements, including FASEA/education standards.

- At least 1-2 years' experience as a financial advisor.

- Strong technical knowledge across investments, superannuation,



personal insurance and retirement planning.

- A sound understanding of financial products, relevant legislation and compliance obligations.

- Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and relatable way.

- Exceptional relationship-building skills and a genuine commitment to providing outstanding client service.

- Strong organisational and time management skills, with the ability to manage client expectations effectively.

- High attention to detail, including maintaining accurate and compliant client file notes and documentation.

- Proficiency in Microsoft Office and confidence using financial planning and CRM software.

- A proactive approach to professional development and a commitment to ongoing learning.

- Unrestricted Australian permanent residency or full Australian work rights.

What we offer

At Vortex Financial Planning, we believe that great advisers deserve the right support, resources and opportunities to succeed. We are committed to creating a collaborative, professional and rewarding workplace where you can build a long-term career.

In return, we offer:

- A competitive base salary with performance-based commission structure.

- An established client base, allowing you to focus on providing advice rather than prospecting.

- Ongoing professional development, mentoring and support to help you continue growing your career.

- Clear opportunities for career progression and future leadership roles as the business expands.

- A supportive team culture with experienced administrative support.

- Modern systems, technology and investment resources designed to help you deliver exceptional client outcomes.

- The prospect to be part of a growing, forward-thinking financial planning practice that values integrity, professionalism and long-term client relationships.

If you're passionate about making a genuine difference in clients' lives and are looking to join a business that invests in its people, we'd love to hear from you.

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📌 Financial Advisor (Queensland)
🏢 Vortex Financial Planning
📍 Queensland