Financial Adviser - Sunshine Coast - Growing practice!
A busy mid-sized Financial Services firm on the coast is seeking a motivated Financial Adviser to join their expanding Financial Planning team. You’ll work alongside an experienced Adviser and Senior Adviser, taking on new clients and gradually managing your own key client portfolio.
Key responsibilities:Lead new client meetings and reviewsResearch, develop, and implement financial strategiesReview SOAs/ROAs prepared by paraplannersLiaise with the team to implement recommendationsGrow and manage your own client database over time
Benefits:High client interaction and meaningful advisory workFlexible, high-trust work environment with no micromanagementCareer progression with genuine pathway to partnership and long-term equityCompetitive base salary + bonus scheme
About You:Minimum 5 years’ experience in financial planning or similarADFP / tertiary qualifications and Authorised Representative requirements metFASEA exam completedStrong skills across all areas of wealth advice, investments, and financial planningExcellent communication, attention to detail, and compliance focus
To Apply:Please submit your CV directly through LINKEDIN, OR send your CV to Knudsen | LinkedInTo hear about other exciting opportunities we have available, please contact Madeleine Knudsen directly on 0499 624 936