Associate Adviser – High Profile Financial Planner

Other Permanent / Full Time

Holly is passionate about the Financial Services Industry and is an expert in her field. Holly is passionate about making recruitment personal. She understands the need for honesty, integrity and compassion in her work. She aims to make the recruitment process seamless and an enjoyable experience for both candidates and clients.

Recruiter :
Holly Charters

Holly Charters
We are seeking a dedicated and experienced Associate Financial Adviser to join our team in Brisbane's CBD. This is an excellent opportunity for a financial planning professional with over five years of experience who is passionate about delivering holistic financial advice and eager to support a leading adviser.

What is the company like?

This firm is a well-established financial services company with a strong presence in the industry. They pride themselves on providing exceptional advisory services that are personalized to meet the unique needs of each client. Their collaborative culture fosters continuous growth and offers career development opportunities for driven professionals.

What will my day to day look like?

You'll work closely with an adviser, attending client meetings and assisting in the preparation and execution of comprehensive financial plans.

You will also:
  • Produce 2-3 Statements of Advice (SOAs) weekly, depending on complexity.
  • Conduct thorough research and financial modelling using the Xplan Suite to support planning strategies.
  • Act as the point of contact for a list of clients, managing questions and queries, and ensuring exceptional customer service.
  • Assist in developing financial strategies, including insurance, investments, SMSF, Centrelink, margin lending, and trusts.
What skills and experience do I need?

You are a go-getter with around 5 years + of experience in the financial planning industry and seeking the next step in your career.

You also have:
  • Bachelor of Commerce and Graduate Diploma of Financial Planning.
  • Proficiency with the Xplan Suite.
  • Strong communication and interpersonal skills.
  • Ability to work collaboratively with a team and independently manage client relationships.
  • Knowledge and experience in holistic advice, including insurance, investments, SMSF, Centrelink, margin lending, and trusts.
What benefits can I enjoy?
  • Competitive salary.
  • Supportive team environment with an opportunity for growth and career progression.
  • Convenient Brisbane CBD location with modern office facilities.
  • A collaborative culture that encourages professional development and continuous learning.
Join the Team!

 If you meet the qualifications and are excited about the opportunity to work in a supportive environment where you can grow your career, we would love to hear from you. Apply today by sending your resume and cover letter to [email protected] , or call Holly for a confidential chat 028123 1145.

Referral reward: $500

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