Financial Adviser | Wealth Management and Financial Planning
Financial Adviser | Wealth Management and Financial Planning
Are you an experienced financial adviser who values long-term client relationships? Join an established and growing Southport advice firm, where experienced client service and investment support staff free you up to focus on delivering high-quality strategic advice.
About us
We are a growing financial services firm in Southport, providing holistic advice with a strong focus on advice quality, compliance and client service. Our advice spans:
Superannuation (personal and corporate), SMSF, retirement and pension strategies
Managed portfolios, Managed Discretionary Accounts (MDAs) and investor-directed services
Life and risk insurance
Securities, cash and deposit products
The role
In this fast-paced role, you will manage client relationships and deliver compliant, tailored advice, working alongside our client services officers, paraplanners and investment support team. You will:
Provide strategic advice across superannuation, investments, retirement and insurance
Run client meetings, reviews and ongoing service engagements
Prepare or assist with SOAs, ROAs and client consents
Maintain accurate file notes, client records and compliance documentation
Help improve our processes and client experience as the business grows
About you
Experience as a financial adviser in an Australian financial services environment
Strong knowledge of investments, superannuation and retirement strategies
Excellent communication and relationship-building skills
High standards of professionalism and compliance awareness
The ability to thrive in a fast-paced environment
Highly regarded
Client onboarding experience
SMSF strategy and retirement planning experience
Experience with Xplan, AdviserLogic or a similar financial planning CRM
A strong understanding of advice documentation and compliance requirements
A growing firm in an expansion phase, with an expanding client base
Experienced client service, paraplanning and investment support behind you
Broad exposure across superannuation, insurance, investments and retirement
A stable, long-term career in a professional advice practice
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