We’re seeking a qualified financial adviser to join our boutique practice in Cheltenham, Victoria, with an office in Mansfield. As a financial adviser, you will have the opportunity to take over an existing loyal client base and work towards part ownership in the business.
About the Role
We’re looking for a fully qualified Financial Adviser to work from either our Cheltenham or Mansfield office, with occasional travel to clients. This role offers exposure to all aspects of the financial planning process in a supportive, agile environment.
You will work closely with a loyal client base, delivering tailored advice and building long-term relationships. Your ideas and initiative will be valued from day one, and you will have a clear opportunity to grow with the business.
What You’ll Bring
- Qualifications: Completed an approved financial planning degree or equivalent.
- Registrations: Authorised Representative status. Financial Adviser Exam passed. CPD up to date.
- Experience: Minimum 2–3 years of experience in an advice role with demonstrated ability to manage client relationships independently.
- Technical Knowledge: Strong technical knowledge and experience in all aspects of financial planning, compliance, and client engagement process.
- Software Proficiency: Proficiency with Microsoft 365 and various financial planning software and modelling tools.
- Personal Attributes: A proactive, creative mindset with the ability to manage multiple tasks concurrently in an efficient manner.
A passion for delivering exceptional client service, driving positive client experiences and outcomes. A desire to partner with the other advisers to continue to grow the business. An ability to take ownership and responsibility for your own work. Strong communication and interpersonal skills.
Why Join Us?
- Attractive salary commensurate with experience
- Career progression: Clear pathway to partnership
- Culture: Boutique firm with a collaborative, client-first approach
- Training: Ongoing training and mentorship available.
- Autonomy: Flexibility to shape your role and grow with the business
Location
Cheltenham (VIC) with second office in Mansfield.
Equal Employment Opportunity
We are an equal opportunities employer and welcome applications from all qualified candidates.
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📌 Financial Adviser
🏢 Streamline Wealth
📍 Melbourne