At a Glance
- Tasks: Help clients make better financial decisions and solve complex problems.
- Company: A growing advice firm focused on collaboration and client care.
- Benefits: Competitive pay, clear career progression, and opportunities for equity participation.
- Other info: Enjoy a collaborative culture with regular team celebrations and professional growth.
- Why this job: Join a team that values integrity and makes a real difference in clients' lives.
- Qualifications: 3+ years as an Adviser or strong accounting/tax background with relevant qualifications.
The predicted salary is between 52200 - 63800 $ per year.
We're looking for an experienced Financial Adviser who combines strong technical capability with genuine care for clients.
Someone who enjoys solving complex problems, building trusted relationships, and helping people make better financial decisions.
This role would suit an adviser who is technically curious, values integrity, and wants to be part of a team that grows together to supports long-term client outcomes.
Why Us?
You'll join a growing advice firm where collaboration, continuous improvement and client care aren't just words on a website.
Our advisers work with successful professionals, business owners, retirees and families on complex matters including:
- Wealth creation and investment strategy
- Superannuation and SMSFs
- Tax-effective structuring
- Intergenerational wealth transfer
You'll be supported by experienced advisers and client service professionals, allowing you to focus on delivering quality advice and building meaningful client relationships.
What Makes This Role Different?
- An existing client base and strong referral pipeline
- High-quality clients who value advice
- Access to complex strategy work
- Genuine mentoring and professional development
- Clear career progression pathways
- Opportunity for future equity participation
- A collaborative culture where your voice matters
We're building a business for the long term and are looking for people who want to do the same.
About You
You are someone who
- Leads with integrity and puts clients first
- Enjoys building deep, trusted relationships
- Has strong technical knowledge and a desire to keep learning
- Works well within a team and contributes positively to culture
- Wants to build a fulfilling and sustainable advice career
Ideally, you'll have
- 3+ years' experience as an Adviser or Associate Adviser (or strong accounting/tax background).
- Relevant qualifications: CA, CPA, CFP, or Bachelor's in FP, Finance or Accounting.
- Ideally strong technical knowledge of tax structures, SMSFs, and estate planning.
- Excellent communication skills and a proactive, growth-oriented mindset.
What We Offer
- Competitive remuneration.
- clear pathway to Senior Financial Adviser and equity.
- A collaborative, client-focused culture where your ideas matter.
- Regular team celebrations and social events.
- The chance to work with a firm that values integrity and professional growth.
The Opportunity
This is more than a financial adviser role.
It's an opportunity to join a growing firm with ambitious plans, work alongside talented people, and help shape the future of the business while making a genuine difference in clients' lives.
Financial Planner in Brisbane employer: seek.com.au
Join a dynamic boutique Chartered Accountancy firm located in the heart of the CBD, where you will thrive in a supportive work culture that values professional growth and flexibility. With opportunities to engage in diverse accounting, taxation, and advisory projects, you'll benefit from ongoing training and the ability to work remotely after your initial onboarding. This is an excellent opportunity for those looking to advance their careers while enjoying a balanced work-life environment.
