Our client is seeking an experienced full time Financial Advisor to join their growing financial planning practice in Karratha. If you're passionate about building long-term client relationships and delivering quality financial advice, this could be the perfect opportunity.
What you'll be doing:
- Build and manage long-term client relationships
- Conduct client meetings, strategy sessions and annual reviews
- Develop and deliver tailored financial advice across superannuation, retirement planning, investments, insurance and wealth creation
- Prepare and present compliant Statements of Advice (SOAs)
- Work closely with administration and paraplanning teams
- Ensure compliance with ASIC, AFSL and legislative requirements
- Identify opportunities to grow existing client relationships
- Support business development through referrals and professional networks
What you'll need:
- 3-5 years' experience as a Financial Adviser or Financial Planner
- Current Australian financial services experience
- Experience providing holistic financial advice and preparing SOAs
- Strong knowledge of superannuation, investments, retirement planning and personal insurance
- Bachelor's degree or recognised financial planning qualification
- Completed Financial Adviser Exam and FASEA education requirements
- Current ASIC Financial Adviser registration and CPD compliance
- Excellent communication and relationship-building skills
- Experience with Xplan, AdviserLogic, Midwinter or similar software is advantageous
- Full working rights in Australia
What's in it for you:
- Attractive OTE of $240,000 - $300,000, comprising a competitive base salary plus an uncapped commission structure
- Established client base with significant opportunities for business growth
- Supportive team and modern systems to help you succeed
- Ongoing professional development and career progression opportunities
- Flexible working arrangements where appropriate
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Financial Advisor employer: Wood Recruitment
Join a dynamic professional services team in Melbourne, where your leadership will be valued and rewarded. With a competitive salary package, a genuine pathway to equity, and a culture that fosters growth and mentorship, this role offers an exceptional opportunity for ambitious accounting professionals to thrive. Collaborate closely with Directors, lead a high-performing team, and make a significant impact on the firm's success while enjoying a supportive work environment.
