At a Glance
- Tasks: Build your own client relationships and provide strategic financial advice.
- Company: Join Spencer Financial Group, a growing financial advice business in Maroochydore.
- Benefits: Earn $125,000β$150,000 + super, performance bonuses, and equity opportunities.
- Other info: Enjoy a supportive culture focused on excellence, integrity, and enjoyment.
- Why this job: Take charge of your career and make a real impact in the Sunshine Coast community.
- Qualifications: 3β5+ years as a Financial Adviser with strong relationship-building skills.
The predicted salary is between 125000 - 150000 $ per year.
You've built your experience. Now build something that's yours.
There comes a point in an adviser's career when the next step isn't simply another advice role. You want greater autonomy. You want the opportunity to build your own client relationships. You want to be rewarded for helping grow a business. And, ultimately, you want the opportunity to have a stake in what you're building.
At Spencer Financial Group, we're looking for an experienced Senior Financial Adviser to join our Maroochydore office and become an important part of the next stage of our growth. This isn't a role for someone looking to simply inherit a client book and maintain it. We're looking for an adviser who wants to build. Someone who enjoys developing long-term client relationships, creating professional referral networks and becoming known and trusted within the Sunshine Coast community.
In return, we're offering something increasingly difficult to find: the opportunity to build a genuine long-term career with a clear pathway towards equity and partnership in the business.
The opportunity
You'll join an established financial advice business where you'll have the autonomy to grow your own client base, backed by administration and paraplanning support. You'll provide quality strategic advice, develop professional referral partnerships and build lasting relationships with clients who value trusted, ongoing advice. This is a role for someone who wants to contribute to the growth of the business, not simply work within it.
About you
You're already a successful adviser who is confident with clients and ready for the next stage of your career. You'll bring:
- 3β5+ years' experience as a Financial Adviser, with current client-facing advice experience
- Relevant qualifications and professional requirements to be appointed as an authorised representative under our AFS
- A genuine commitment to developing long-term client relationships
- The drive to build your own client base and professional referral network
- Strong communication and relationship-building skills
- High standards of integrity, reliability and personal accountability
- A genuine desire to establish yourself within the Sunshine Coast community
Most importantly, you're self-motivated, commercially minded and ambitious, without compromising the quality of your advice or the relationships you build.
Our culture
Our values aren't simply words on the wall. They shape how we work with our clients and each other: Excellence | Integrity | Relationships | Adaptive | Innovative | Enjoyment. We take our responsibilities seriously, but believe you can build a high-performing advice business while still enjoying the people you work with and the community you're part of.
What you'll receive
- $125,000β$150,000 + super (dependent on experience)
- Performance-based bonus, with the structure tailored to the successful candidate
- A genuine pathway to equity and partnership
- Dedicated paraplanning and administration support
- Ongoing professional development
- Modern Maroochydore office with onsite car parking
- Autonomy to develop your client base, referral network and professional profile
- The opportunity to build your career and life on the Sunshine Coast
Is this your next chapter?
You might not be actively looking. Perhaps you're doing well where you are, but you've started wondering what the next five or ten years of your career looks like. Maybe you've reached the point where simply advising someone else's clients isn't enough. You want to build a client base you're proud of, create meaningful professional relationships and eventually have the opportunity to participate in the business you've helped grow. That's the conversation we'd like to have.
All applications will be treated confidentially.
Senior Financial Adviser in Maroochydore employer: Spencer Financial Group Pty Ltd
At Spencer Financial Group, we pride ourselves on being an exceptional employer that offers a genuine pathway to equity for our Senior Financial Advisers. Located in the vibrant Maroochydore area, we foster a supportive work culture that values excellence, integrity, and strong relationships, while providing dedicated paraplanning and administration support to help you thrive. With competitive remuneration, performance bonuses, and ongoing professional development opportunities, you'll have the autonomy to build your own client base and make a meaningful impact within the Sunshine Coast community.
Contact Details:
Spencer Financial Group Pty Ltd Recruitment Team