Job Description
Reports to Head of Advice
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Qualifications & Experience Essential
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Meets FASEA education requirements or holds a valid exemption.
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Completed the Financial Adviser Exam.
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An approved Bachelor's degree or higher, such as a Bachelor degree in Accounting and Financial Planning, or Bachelor degree in Financial Planning or a Master of Financial PlanningEligible as an Authorised Representative under an AFSL.
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Accredited to advise on financial products and services.
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Prior experience as a Financial Adviser.
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Desirable
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Postgraduate qualifications
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Specialist accreditations
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Job Purpose
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Client Service
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Provide accurate, timely financial advice to existing clients while maintaining up-to-date knowledge through ongoing professional development.
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Ensure all client records and administrative tasks comply with business policies and regulatory requirements.
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Business Development
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Support the firm's growth by attracting new clients in line with agreed strategic and marketing objectives.
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Key Responsibilities Client Engagement
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Build strong client relationships and understand their financial goals.
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Deliver tailored advice and financial plans, involving specialists as needed.
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Act as a key contact and trusted adviser.
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Respond promptly and accurately to client enquiries.
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Support the client service team to ensure timely, compliant advice delivery.
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Advice & Compliance
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Complete adviser responsibilities to a high standard and within deadlines.
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Adhere to AFSL policies, regulatory requirements, and compliance obligations.
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Review and guide advice research, modelling, and analysis.
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Ensure ongoing service, disclosures, and consents are completed accurately.
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Maintain accurate client records and contribute to process improvements.
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Professional Development & Growth
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Generate referrals through robust client relationships.
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Support client acquisition initiatives as needed.
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Maintain and enhance professional knowledge through ongoing development.
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📌 Senior Financial Adviser (Queensland)
🏢 Esencia Wealth
📍 Queensland