At a Glance
- Tasks: Provide tailored financial advice to doctors and manage key client relationships.
- Company: Boutique financial planning practice focused on supporting medical professionals.
- Benefits: Clear career pathway, mentoring, supportive culture, and prime location near cafes.
- Other info: Opportunity to specialise in the unique financial needs of doctors.
- Why this job: Join a team that values your growth and helps shape the future of financial planning.
- Qualifications: Minimum 1 year as a qualified Financial Planner with a proactive mindset.
The predicted salary is between 67500 - 82500 $ per year.
Location: Herston (2km from Brisbane CBD)
The Opportunity: A high-performing boutique practice seeking an ambitious Financial Planner to specialise in advice for doctors and their families.
Why Join Us? (Benefits & Culture)
- Clear Career Pathway: Direct mentoring from the Principal to transition you into a specialist role.
- Focus on Advice: Dedicated client service and paraplanning support so you can focus on strategy and relationships.
- Strategic Input: Ability to help shape the future of the practice and participate in business planning/coaching groups.
- Prime Location: Modern office near cafes and amenities, just minutes from the CBD.
- Supportive Culture: A collaborative, positive environment where your growth is a priority.
The Role
- Client Management: Manage a group of key clients with full support.
- Specialisation: Develop deep expertise in doctors' career trajectories, specialties, and financial challenges.
- Growth: Actively retain and grow a client base of medical professionals.
- Compliance: Maintain high ethical standards and regulatory excellence.
About You
You are a dedicated professional ready to break through a "career ceiling" and take on a long-term, key role in a growing practice.
Must-Haves:
- Experience: Minimum 1 year as a qualified, FASEA-compliant Financial Planner.
- Attributes: Proactive mindset, high attention to detail, and unquestionable integrity.
- Spirit: A genuine passion for helping clients and a thrive-in-a-team attitude.
Nice-to-Haves:
- Intermediate XPlan skills.
- Experience in Personal Insurance (Life, TPD, Income Protection).
- Cert IV in Finance/Mortgage Broking.
Who We Are: Doctors Wealth Planning Since 2011, we have provided holistic, specialist wealth management to doctors across Australia. Our mission is to handle the financial complexities so our clients can focus on their life-saving work. We live by our values: Client First, Trust, Quality, and Continuous Improvement.
Specialist Financial Planner in Brisbane employer: Mojo Recruit
At Doctors Wealth Planning, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work culture in the heart of Brisbane. Our commitment to employee growth is evident through tailored training programs and mentorship opportunities, ensuring you develop the expertise needed to excel in advising medical professionals. Join us to be part of a team that values ethical practices and meaningful client relationships, all while enjoying the vibrant lifestyle that Brisbane has to offer.
