Our client is seeking an experienced full time Financial Advisor to join their growing financial planning practice in Karratha.
If you're passionate about building long-term client relationships and delivering quality financial advice, this could be the perfect opportunity.
What you'll be doing:
Build and manage long-term client relationshipsConduct client meetings, strategy sessions and annual reviewsDevelop and deliver tailored financial advice across superannuation, retirement planning, investments, insurance and wealth creationPrepare and present compliant Statements of Advice (SOAs)Work closely with administration and paraplanning teamsEnsure compliance with ASIC, AFSL and legislative requirementsIdentify opportunities to grow existing client relationshipsSupport business development through referrals and professional networks
What you'll need:




3-5 years' experience as a Financial Adviser or Financial PlannerCurrent Australian financial services experienceExperience providing holistic financial advice and preparing SOAsStrong knowledge of superannuation, investments, retirement planning and personal insuranceBachelor's degree or recognised financial planning qualificationCompleted Financial Adviser Exam and FASEA education requirementsCurrent ASIC Financial Adviser registration and CPD complianceExcellent communication and relationship-building skillsExperience with Xplan, AdviserLogic, Midwinter or similar software is advantageousFull working rights in Australia
What's in it for you:
Attractive OTE of $240,000 - $300,000, comprising a competitive base salary plus an uncapped commission structureEstablished client base with significant opportunities for business growthSupportive team and modern systems to help you succeedOngoing career development and career progression opportunitiesFlexible working arrangements where appropriate
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📌 Financial Advisor (Karratha)
🏢 Wood Recruitment
📍 Karratha