Progressive is a long‐standing local business with a proud 30‐year history of helping people make smart, confident financial decisions. Founded by Bradley Downes and supported by a dedicated team—many of whom have been with us for over a decade—we've grown through genuine care for our clients, our community, and each other.
We're now seeking a qualified, experienced Financial Adviser who shares our values and wants to grow with us. To truly become part of Progressive, you will naturally demonstrate integrity, responsibility, dedication, sustainability, and passion—values that guide everything we do.
This role will work closely with our Advice and Paraplanning teams and will play a key part in supporting existing relationships while onboarding and building relationships with new clients as a primary focus.
Who We're Looking For
We're looking for someone who is ready to build a long‐term career as a trusted adviser, contribute meaningfully to client outcomes, and grow with a practice that values quality advice over quick wins.
Our main priority is onboarding the right adviser; however, if you currently manage a small client book that aligns well with our client profile and advice philosophy, we're open to exploring an acquisition alongside your transition.
Essential Qualifications
* Authorised to provide personal financial advice to retail clients in Australia - Either via the Experienced Provider Pathway or meeting the Relevant Provider requirements under the Corporations Act
* Commitment to the Financial Planners and Advisers Code of Ethics
* Ongoing compliance with CPD and professional standards
Industry Experience
* Proven experience as a Financial Adviser, delivering holistic, client‐centric advice
* Strong relationship‐building skills and confidence in conducting client meetings and reviews
* Experience managing a growing client base, ideally including onboarding of new clients
Work Style & Attributes
* Proactive & Self‐Managing: Capable of handling a variable workload as you onboard new clients
* Client‐Focused: Energised by understanding clients deeply and guiding them through life's financial decisions
* Accountable: You take ownership, follow through, and maintain high professional standards
* Growth Minded: Open to feedback and committed to developing your technical and interpersonal skills
* Collaborative: Comfortable working closely with paraplanners and the broader team in a small‐business environment
* Detail‐Oriented & Compliant: You care about accuracy, documentation, and quality advice
* Systems Experience: (helpful, not required): Previous use of Xplan
* Work Location: You understand this is a full time in office position.
What You\'ll Be Doing
As a Financial Adviser at Progressive, your day‐to‐day work may include:
Core Advisory Responsibilities
* Conducting discovery meetings, strategy discussions, and advice presentations
* Onboarding new clients and building strong, long‐term relationships
* Managing ongoing client reviews and delivering advice aligned with their goals and life stages
* Responding to client enquiries and providing timely, high‐quality advice
* Instructing our in‐house paraplanning team to develop tailored financial strategies for your clients in the form of Statements of Advice or Records of Advice
* Ensuring advice is compliant, well‐documented, and aligned with regulatory standards
Projections & Modelling
* Whilst this role would be heavily supported by our Paraplanning and Support Staff, the ideal candidate would have the ability to model and analyse scenarios to support strategy development and client presentations
* Reviewing modelling prepared by paraplanners to ensure accuracy and strategic alignment
At Progressive, You Will:
* Work alongside a respected team of advisers with decades of experience
* Receive ongoing mentoring and professional support
* Be part of a business where culture, relationships, and values genuinely matter
* Support a culture of continuous improvement, shared learning, and positive client outcomes
Most importantly, you'll be part of a practice where clients truly trust us—and where our advice makes a tangible difference in people's lives.
What You Can Expect from Progressive
You'll join a supportive, tight‐knit environment where collaboration comes naturally, and everyone has the opportunity to contribute. Our leadership structure is intentionally flat, making it easy to ask questions, share ideas, and participate in open conversation across the business.
We encourage thoughtful input—particularly in our weekly team meetings—where healthy discussion helps shape how we continue to improve the way we serve our clients and community.
We're committed to helping you grow, both personally and professionally. You'll be supported to develop your skills, build confidence, and take on new responsibilities aligned with your strengths and interests.
Your salary will be negotiable and reflective of your experience, qualifications, and the value you bring to the team.
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