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 significant 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
Professional Year and becoming a Financial Adviser
, where applicable
Opportunities for experienced candidates to take on broader responsibility as the team continues to grow
#J-*****-Ljbffr

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