Job Description

At IQ Financial Planning, we're more than a financial planning practice—we're part of a leading national wealth-building organisation committed to helping Australians achieve financial freedom.

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Our reputation has been built on exceptional client outcomes, technical excellence and genuine long-term relationships. As we continue to grow, we're looking for an experienced Financial Adviser who is confident taking ownership of the entire client journey—from the initial lead / client enquiry, through to strategy development, advice presentation and implementation.

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This isn't a role for someone who simply delivers Statements of Advice. We're looking for a proactive, commercially minded adviser who enjoys building relationships, uncovering opportunities, solving complex problems and helping clients make confident financial decisions.

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If you're a self-starter who thrives on autonomy, takes initiative and wants to be rewarded for your performance, we'd love to hear from you.

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About You

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You are someone who:

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- Takes ownership and doesn't wait to be told what to do.
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- Is confident engaging with prospective clients and converting opportunities into long-term relationships.
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- Is self-motivated and can independently manage the advice process from initial lead through to implementation.
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- Is commercially aware and motivated by achieving outstanding outcomes for both clients and the business.
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- Builds trust quickly through exceptional communication and genuine care.
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- Enjoys continually improving your technical knowledge and professional skills.
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Our values of Unity, Authenticity, Collaboration and Client Focus underpin everything we do,



and we're looking for someone who naturally lives these values every day.

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Key Responsibilities

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- Manage the complete advice journey from qualified lead to ongoing client relationship.
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- Conduct initial discovery meetings (face-to-face or virtual) and identify clients' needs, objectives and concerns.
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- Develop comprehensive financial strategies tailored to each client's circumstances and goals.
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- Present advice with confidence, clearly communicating recommendations and guiding clients through implementation.
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- Identify opportunities across superannuation, retirement planning, personal investments, insurance, taxation strategies and wealth creation.
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- Build long-term relationships through ongoing client engagement.
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- Maintain compliant, accurate and high-quality advice documentation.
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- Work collaboratively with our experienced administration and paraplanning team to deliver an exceptional client experience.
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- Achieve agreed performance and business development objectives.
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Essential Experience

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To be successful you will have:

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- Demonstrated experience providing personal financial advice to retail clients.
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- The ability to independently manage client relationships from initial enquiry through to implementation.
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- Strong technical knowledge across financial planning strategies.
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- Excellent communication, presentation and relationship-building skills.
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- A proactive approach with strong commercial awareness and initiative.
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- FASEA compliant (have met ASIC education requirements), including completion of the Financial Adviser Exam.
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- A commitment to ongoing professional development and delivering outstanding client outcomes.
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What's on Offer

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We know great advisers deserve the right environment to succeed.

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You'll receive:

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- Outstanding remuneration package with generous performance incentives (OTE $200,000+).
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- A steady flow of qualified leads—allowing you to focus on advising rather than prospecting.
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- Full administration and paraplanning support.
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- Modern technology and systems that enable effective advice delivery.
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- The backing of an experienced, award-winning team.
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- Genuine career progression opportunities within a growing national organisation.
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- A collaborative culture where your ideas, initiative and success are recognised and rewarded.
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Why IQ Financial Planning?

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We are an established, multi-award-winning financial planning business with an exceptional reputation and a highly experienced team. Our advisers are supported by proven systems, quality lead generation, outstanding operational support and a business genuinely committed to long-term growth.

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If you're looking for a role where you can focus on delivering great advice, building meaningful client relationships and being rewarded for your success, we'd love to hear from you.

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📌 Financial Adviser (City of Gold Coast)
🏢 IQ Capital
📍 City of Gold Coast