Your Vision Financial Solutions - Hamilton QLD

Your Vision Financial | Hamilton, Brisbane
Full-time or part-time | Free street parking nearby
Work from our office 3-4 days a week but this is flexible depending on client meetings

You love being a Financial Adviser. You know your stuff, you care about your clients and you want to work with people who feel the same way.

At Your Vision Financial, our purpose is simple: help clients dream, plan and live their best financial life. Money matters because of the choices, experiences and memories it makes possible.

Maybe your current role is not ticking all the boxes anymore. Maybe you want more say in how things are done, or you are looking for a team where doing the right thing by clients matters more than making a sale. If that sounds familiar, we are glad you found us.

Your Vision Financial | Hamilton, Brisbane
Full-time or part-time | Free street parking nearby
Work from our office 3-4 days a week but this is flexible depending on client meetings

You love being a Financial Adviser. You know your stuff, you care about your clients and you want to work with people who feel the same way.

At Your Vision Financial, our purpose is simple: help clients dream, plan and live their best financial life. Money matters because of the choices, experiences and memories it makes possible.

Maybe your current role is not ticking all the boxes anymore. Maybe you want more say in how things are done, or you are looking for a team where doing the right thing by clients matters more than making a sale. If that sounds familiar, we are glad you found us.

A little about us and the role

We are an award-winning financial planning firm in Hamilton, across the road from Portside, and we are looking for an experienced Financial Adviser to join our team. We are all about strategy. We do not run our own managed accounts or investment committee, so if you love getting into the detail and working out how all the pieces of a client’s financial life fit together, you will enjoy the work here.

You will look after existing clients, including some transitioning from Patricia Garcia, our Practice Principal, as well as onboard new clients. Patricia will work with you on the handovers during your first year with us. You will eventually lead the meetings, develop the advice and take responsibility for the ongoing relationship.

Our clients are mainly high income professionals, pre retirees and retirees who want to make the most of their money. Many have been with us for more than 20 years and refer their family, friends and work colleagues.



We get to know them properly, and that is a big part of what makes this work rewarding.

If you want to work part-time or take more than the standard 4 weeks off a year our Practice Principal understands. Her goal is to work 4 days a week and to take 6-8 weeks off a year (because life is short).

What’s in it for you?

- Generous remuneration at the top end of the market, with potential for bonuses. Our team bonus structure is linked to revenue growth, subject to individual minimum performance targets.
- A future shareholding opportunity for the right person. It is a possibility, not a promise, but we want someone who is interested in being part of the business for the long term.
- Your opinion matters. We share our business plan and business performance openly, and we want your ideas about our processes, advice and where the business is heading.
- A team where you are genuinely valued. We take pride in our work, help each other out and value having a life outside the office too.
- We have fun together. Monthly lunches, quarterly social activities, Melbourne Cup celebrations and professional events are all part of getting to know each other beyond the work.
- Full time or part time. Tell us what hours work for you. You do need to be prepared to work from our Hamilton office 3-4 days a week.

Here’s what the job involves

- Looking after your own client portfolio and leading initial, strategy and review meetings.
- Managing the advice process from getting to know the client and developing their strategy through to presenting advice, overseeing implementation and ongoing reviews.
- Developing advice across goals-based planning, investments, superannuation, insurance, SMSFs, cashflow, tax strategies, entities and structures, debt recycling and gearing, and estate planning.
- Explaining your recommendations clearly so clients understand what you are suggesting and why.
- Working with our paraplanning and support team, reviewing Statements of Advice, Records of Advice and paperwork, and making sure implementation stays on track.
- Keeping your advice, file notes and documentation to a high standard and meeting your compliance obligations.
- Working with our legal,



accounting and mortgage broking partners to bring the client’s financial strategy together.
- Building relationships with referrers and prospective clients who are a good fit for our approach.
- Sharing your technical knowledge with the team and suggesting better ways of doing things when you see them.

What you will bring

We are looking for someone who has experience working as a Financial Adviser and is comfortable taking responsibility for their clients and advice. You will need:

- Experience delivering personal financial advice and looking after ongoing client relationships.
- The confidence to lead client meetings and turn complex strategies into advice people can understand.
- Strong technical skills across our core advice areas. You enjoy getting into the detail, weighing up the options and finding the right approach for the client.
- The qualifications and professional standing required to practise as a Financial Adviser in Australia.
- Experience with Xtools+, Wealthsolver and Risk Researcher, or similar tools.
- A thorough approach to compliance, documentation and following things through.
- Excellent communication, organisation and time management skills. You can prioritise your work and work well with our paraplanning and support team.
- Australian permanent residency or citizenship.

Ideally, you will have completed the CFP and/or a Masters in Financial Planning.

Who are you?

Experience and qualifications matter, but we also care about who you are and how you work. See if this sounds like you:

- You genuinely care about your clients. You like getting to know them, asking good questions and helping them feel confident about their decisions.
- You get things done. You follow through and have no problem politely chasing your boss, colleagues or clients when something needs to happen.
- You know your stuff when it comes to advice strategies, and you are always keen to learn more.
- You speak up. If you have an idea or think something could be done better, we want to hear it. You are also happy to listen when someone sees things differently.
- You enjoy technology and are curious about AI. You pick up new systems, embrace change and look for ways to make work easier without cutting corners.
- You help your teammates out, take pride in your work and value work/life balance. You do not need to live at the office to care about doing a great job.

If you want to look after your own clients, do interesting strategy work and be part of a team where your contribution counts, we would love to hear from you.

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📌 Financial Adviser (Brisbane)
🏢 Your Vision Financial Solutions
📍 Brisbane