Job Description

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Reports to Head of Advice

Qualifications & Experience Essential n

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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 nn
- Postgraduate qualifications
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- Specialist accreditations
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Job Purpose Client Service nn
- 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 nn
- 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 nn




- Build solid 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 nn
- 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 nn
- Generate referrals through strong 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 (Brisbane)
🏢 Esencia Wealth
📍 Brisbane