Financial Adviser | Wealth Management and Financial PlanningFinancial Adviser | Wealth Management and Financial PlanningAre you an experienced financial adviser who values long-term client relationships?
Join an established and growing Southport advice firm, where experienced client service and investment support staff free you up to focus on delivering high-quality strategic advice.About usWe are a growing financial services firm in Southport, providing holistic advice with a robust focus on advice quality, compliance and client service.
Our advice spans:Superannuation (personal and corporate), SMSF, retirement and pension strategiesManaged portfolios, Managed Discretionary Accounts (MDAs) and investor-directed servicesLife and risk insuranceSecurities, cash and deposit productsThe roleIn this fast-paced role, you will manage client relationships and deliver compliant, tailored advice, working alongside our client services officers, paraplanners and investment support team.
You will:Provide strategic advice across superannuation, investments, retirement and insuranceRun client meetings, reviews and ongoing service engagementsPrepare or assist with SOAs,



ROAs and client consentsMaintain accurate file notes, client records and compliance documentationHelp improve our processes and client experience as the business growsAbout youExperience as a financial adviser in an Australian financial services environmentStrong knowledge of investments, superannuation and retirement strategiesExcellent communication and relationship-building skillsHigh standards of professionalism and compliance awarenessThe ability to thrive in a fast-paced environmentHighly regardedClient onboarding experienceSMSF strategy and retirement planning experienceExperience with Xplan, AdviserLogic or a similar financial planning CRMA strong understanding of advice documentation and compliance requirementsA growing firm in an expansion phase, with an expanding client baseExperienced client service, paraplanning and investment support behind youBroad exposure across superannuation, insurance, investments and retirementA secure, long-term career in a skilled advice practice
J-*-Ljbffr

📌 Financial Adviser Wealth Management And Financial Planning Gold Coast
🏢 Summit Financial Group
📍 Gold Coast