$150,000 to $165,000 + super, depending on experience, plus annual performance bonus
Up to $15,000 relocation assistance available for experienced interstate candidates
Based in Launceston or Devonport, Tasmania, with hybrid working available once established
Company Description
TAE Private Wealth provides strategic, personalised financial advice to individuals and families preparing for, living in and transitioning through retirement.
Our work extends beyond managing investments or superannuation in isolation.
We help clients understand the complete picture of their financial position and build clear strategies for the years leading into retirement, throughout retirement and across generations.
TAE Private Wealth is supported by the governance, professional resources and broader infrastructure of The Advice Exchange, providing advisers with an established environment in which to deliver high-quality strategic advice and build long-term client relationships.
Role Description
TAE Private Wealth is seeking an experienced Financial Adviser to join our growing Tasmanian team.
The successful candidate can nominate Launceston or Devonport as their primary office and will step into an established client portfolio, supported by experienced paraplanning, administration and compliance resources.
This is a full-time, permanent opportunity suited to an adviser with at least five years of experience who values long-term client relationships, high-quality strategic advice and the opportunity to make a meaningful contribution within a growing wealth management business.
Key responsibilities include:




Managing and developing relationships with new and existing clients
Leading client discovery, strategy and review meetings
Developing tailored financial strategies aligned with each client's goals and circumstances
Providing advice across retirement planning, superannuation, investments, wealth accumulation, estate and intergenerational planning and related strategic areas
Helping clients understand complex financial decisions clearly and confidently
Reviewing client circumstances and identifying opportunities to improve financial outcomes
Working collaboratively with advice, client service, paraplanning and compliance teams
Preparing and maintaining accurate, timely and compliant client records and key advice documentation
Contributing to the continued growth and development of TAE Private Wealth in Tasmania
Upholding high professional, ethical and client service standards
Qualifications and Experience
We are looking for someone with:
At least five years of experience providing financial advice
The education, professional and registration requirements applicable to providing personal financial advice in Australia
Robust technical knowledge across retirement planning, superannuation, investments and holistic wealth strategy




Demonstrated experience independently managing client relationships
Strong written and verbal communication skills
The ability to translate complex financial strategies into clear advice clients can understand
High professional and compliance standards
Strong commercial awareness and a proactive approach to identifying opportunities for clients
Demonstrated proficiency in XPLAN and the ability to use the platform confidently in day-to-day advice delivery
Demonstrated ability to prepare accurate, high-quality key advice documentation
A collaborative approach and commitment to consistently high-quality client outcomes
What We Offer
Base salary of $150,000 to $165,000 + super, depending on experience
Annual performance bonus
Choice of Launceston or Devonport as your primary office
Hybrid working, with approximately three office or client-facing days and up to two remote days each week once established in the role
An established client portfolio
Dedicated paraplanning, administration and compliance support
Meaningful strategic advice work and long-term client relationships
Support from an established financial advice and AFSL environment
The opportunity to contribute to the growth of an expanding Tasmanian advice business
Considering a Move to Tasmania?
Experienced interstate advisers are encouraged to apply.
Relocation assistance of up to $15,000 is available for the successful interstate candidate and may contribute towards agreed moving costs, flights, vehicle transport and temporary accommodation.
#J-*****-Ljbffr

📌 Financial Adviser (Launceston)
🏢 Important Group
📍 Launceston