Job Description
Description
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Specialist Financial Planner | Doctors Wealth
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Location:
Herston (2km from Brisbane CBD)
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The Opportunity:
A high-performing boutique practice seeking an ambitious Financial Planner to specialise in advice for doctors and their families.
Why Join Us? (Benefits & Culture)
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Clear Career Pathway:
Direct mentoring from the Principal to transition you into a specialist role.
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Focus on Advice:
Dedicated client service and paraplanning support so you can focus on strategy and relationships.
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Strategic Input:
Ability to help shape the future of the practice and participate in business planning/coaching groups.
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Prime Location:
Modern office near cafes and amenities, just minutes from the CBD.
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Supportive Culture:
A collaborative, positive setting where your growth is a priority.
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The Role
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Starting as an Associate Adviser, you will work closely with the Principal to master the unique financial landscape of medical professionals.
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Client Management:
Manage a group of key clients with full support.
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Specialisation:
Develop deep expertise in doctors' career trajectories, specialties, and financial challenges.
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Growth:
Actively retain and grow a client base of medical professionals.
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Compliance:
Maintain high ethical standards and regulatory excellence.
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About You
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You are a dedicated professional ready to break through a "career ceiling" and take on a long-term, key role in a growing practice.
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Must-Haves:
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Experience:
Minimum 1 year as a qualified, FASEA-compliant Financial Planner.
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Attributes:
Proactive mindset, high attention to detail, and unquestionable integrity.
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Spirit:
A genuine passion for helping clients and a thrive-in-a-team attitude.
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Nice-to-Haves:
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Intermediate
XPlan
skills.
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Experience in
Personal Insurance
(Life, TPD, Income Protection).
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Cert IV
in Finance/Mortgage Broking.
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Who We Are: Doctors Wealth Planning
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Since ****, we have provided holistic, specialist wealth management to doctors across Australia. Our mission is to handle the financial complexities so our clients can focus on their life-saving work. We live by our values:
Client First, Trust, Quality, and Continuous Improvement.
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If this sounds like you "Please Apply"