KDM Financial and Estate Planning – Brisbane QLD

KDM Financial & Estate Planning is continuing to grow and build out our Adviser Support Team , and we’re looking for the right person to join us in either our Lutwyche or Mt Gravatt office .

You’ll be joining a young, dynamic and growing team working with a diverse client base across a wide range of financial planning strategies.

We’re open on experience level.

This role could suit someone who is just starting out in financial planning with little or no industry experience , through to an experienced Adviser Associate, Client Service Officer or Paraplanner looking for a broader role with genuine career progression.

For the right person, the position can be shaped around your existing experience and where you want your career to go.

The role

- Supporting advisers with the management of their client portfolios
- Preparing for client meetings and gathering required information
- Assisting with Statements of Advice, Records of Advice and strategy preparation
- Undertaking product, superannuation, investment and insurance research
- Assisting with advice implementation and following up outstanding actions
- Preparing review documentation and supporting ongoing client reviews
- Liaising with clients, insurers, superannuation funds and product providers
- Maintaining accurate client records and documentation
- Completing post-advice and compliance checks
- Working with our administration, paraplanning, implementation and compliance teams
- Attending client meetings and developing client-facing skills
- Taking on greater technical and advice responsibilities as your experience develops

For someone more experienced, there is scope to take on greater responsibility across strategy development, advice preparation, client management and mentoring junior team members .

For someone entering the profession, we can provide structured training and development from the ground up.

About you





- Graduates or students completing a financial planning or related degree
- Candidates with little or no financial planning experience who are keen to build a career in advice
- Client Service Officers or Adviser Support staff looking to progress
- Experienced Adviser Associates or Paraplanners
- Candidates working towards becoming a Financial Adviser
- Experienced support professionals who enjoy the technical and client-management side of financial planning

More important than a specific number of years’ experience is that you are:

- Organised and reliable
- Comfortable working as part of a team
- Strong on attention to detail
- Confident communicating with clients and colleagues
- Keen to learn and take on additional responsibility
- Interested in building a long-term career in financial planning

Why KDM?

KDM is an established and rapidly growing Brisbane financial planning business with a young, dynamic and collaborative team .

We work with a large and diverse range of clients across a broad spectrum of financial planning advice, including wealth creation, superannuation, retirement planning, personal insurance and broader strategic advice .

We’re continuing to invest in and grow our Adviser Support Team, creating opportunities for people at different stages of their career to join the business, develop their skills and grow with us.

Depending on your experience and career goals, we can offer:

- A role based at either Lutwyche or Mt Gravatt
- Competitive salary based on experience
- Structured training and mentoring
- Exposure to a broad range of clients and advice strategies
- The opportunity to work closely with experienced Financial Advisers
- Client-facing opportunities as your confidence and experience grows
- Support with professional development and further study
- A pathway towards the Skilled Year and becoming a Financial Adviser , where applicable
- Opportunities for experienced candidates to take on broader responsibility as the team continues to grow

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📌 Adviser Associate / Adviser Support (Brisbane City)
🏢 KDM Financial and Estate Planning
📍 Brisbane City