Essential Planner Pty Limited – Southport QLD

Essential Planner is a comprehensive financial planning business dedicated to its clients and part of the wider Essential Financial Group of Companies, comprising Financial Planning, Accounting, Mortgage Broking and Property Services.

We have been operating for more than 17 years and specialise in Superannuation, Retirement Planning, Wealth Creation, Personal Insurance and Self-Managed Superannuation Funds. Because of our client-focused business model, we have experienced strong growth and are looking to expand our in-house team.

Our offices are located on Scarborough Street in Southport, close to dining, parking and shopping facilities.

We have developed a Structured Adviser Pathway, similar to a traineeship, through which we are building the financial advisers of the future.

We are seeking people who genuinely want to build a long-term career in financial planning. Our pathway begins in client services, progresses into paraplanning and then moves into an Associate and Professional Year role, subject to demonstrated capability and the applicable qualification, exam, AFSL and regulatory requirements.

We care about your career as much as you do. We believe that combining formal study with practical experience, structured development and direct exposure to an experienced adviser will give you the skills and knowledge needed to grow with us for the long term.

The Role/s

Full time or part-time employment available, including arrangements around final-year university studies

- Year 1 – Client Services
- Year 2 – Paraplanning
- Year 3 – Associate and Professional Year,



subject to eligibility, performance and regulatory requirements

Following successful completion of the pathway – progression towards becoming a qualified and ASIC-registered Financial Adviser authorised under an Australian Financial Services Licence

Progression is competency-based and depends on demonstrated accuracy, technical knowledge, conduct, reliability and readiness for each stage

All full-time positions operate on a four-day work week—36 paid hours from Monday to Thursday. That’s a long weekend forever

Working directly with the financial planning team

- Learning the complete advice process from initial client enquiry through to implementation and ongoing service
- Assisting with superannuation account applications
- Assisting with insurance applications
- Assisting with the preparation of compliant Statements of Advice and Records of Advice under supervision
- Learning paraplanning using Intelliflo, Paradino and CRM/AI software
- Conducting research for investment, superannuation and insurance recommendations
- Assisting with advice implementation
- Maintaining accurate client records, workflows and supporting documentation
- Progressively taking on more advanced responsibilities as skills and experience develop





Experience, Skills and Qualifications

- Graduate or final-year student in Financial Planning, or completing an approved bachelor’s degree or equivalent qualification that meets the current financial adviser education standard
- A genuine intention to complete the Financial Adviser Exam and Professional Year
- A strong interest in financial planning and helping clients achieve their goals
- Good foundational technical knowledge
- Strong academic results will be highly regarded
- Strong numeracy and analytical ability
- Excellent problem-solving skills
- High level of computer literacy
- Confidence using Microsoft 365, including Outlook, Word and Excel
- Ability to learn new systems and technology quickly
- Ability to multitask without losing accuracy
- Coachable and willing to accept feedback
- You want to be part of the new generation of financial advisers
- Handling client calls and emails and responding in a timely and professional manner
- Maintaining the incoming and outgoing mail register
- Preparing and lodging applications and submissions for new business
- Liaising with internal team members and colleagues to resolve problems and find solutions
- Creating and maintaining accurate electronic client files
- Liaising with financial institutions on behalf of clients
- Maintaining client workflows and implementation timelines
- Managing file notes, opportunities and tasks within our CRM/AI software
- Ensuring all client data entry is complete and accurate
- Gathering and updating client information

📌 Financial Planning Graduate Position (Australia)
🏢 Essential Planner Pty
📍 Australia