We are looking for an experienced Financial Adviserto join an award winning team and take ownership of an established client portfolio. This is an prospect to work with a firm that’s genuinely committed to client outcomes, qualified excellence, and long-term relationships.
As the current adviser, you’ll provide holistic, strategic financial advice across wealth creation, retirement planning, superannuation, investments. You’ll be the trusted point of contact for your clients, helping them navigate life’s financial decisions with clarity and confidence.
Key Responsibilities
Manage and grow an existing client portfolio
Conduct client meetings and deliver tailored advice strategies
Prepare and review Statements of Advice and ongoing review documentation
Work closely with paraplanning and client services support teams
Build solid long-term client relationships
Maintain compliance with all regulatory and professional standards
Demonstrated skills
Extensive experience working as a Financial Planner (AR)
Strong strategic and business mindset
Ability to build solid relationships with clients
Great understanding of compliance frameworks in the advice industry
FASEA education requirements
Perks
Very attractive salary package
Opportunity to work in a successful and fun business
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities
Fun social events
Why Apply?
This is an excellent chance to join a respected advisory business offering quality clients, strong internal support, genuine flexibility and the opportunity to build a long-term career within a stable and growing firm.
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📌 Financial Adviser $170k Package City Fringe Brisbane (Australia)
🏢 Advance Recruitment Partners
📍 Australia
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