Financial Planner

About the role

An exciting opportunity exists for a highly motivated Financial Adviser to join our dynamic team.

We are seeking a values and goals based adviser looking to make a difference in people's lives.

You will thrive in removing the industry complexities and jargon, and keeping advice relevant and easy to understand for the client's.

You will maintain and service the existing client base, whilst building and growing new clients.

 Individual Qualities

  • Competence in your area of expertise and the confidence to be able to explain things simply.
  • Excellent client engagement skills.
  • Strong communication and relationship building skills.
  • Passion for Financial Planning and helping others achieve their financial goals.
  • Well organised and can manage time effectively.

 Requirements for this role

  • Advanced Diploma of Financial Planning and/or a tertiary qualification in a finance discipline .
  • Passed the FASEA Code of Ethics exam and well progressed in meeting education pathway.
  • Solid understanding of tax, superannuation, retirement income streams, investments and social security.
  • Previous experience with Xplan financial planning software preferred.

 Responsibilities and Duties

  • Provide tailored holistic financial advice.
  • Maintain high compliance standards and ensure our clients best interests are at the focus of all decisions.
  • Contribute to business and growth strategies.
  • Build and maintain relationships with accounting partners and clients.
  • Retain existing clients by providing value for money and exceptional service.


Full-time or Part-time position (approx. 30 hours pw) with reasonable flexibility. 


  • Enjoy a competitive salary.
  • Benefit from highly experienced and committed support team.
  • On-the-ground support from a large, well-resourced licensee.
  • Opportunity for equity buy-in for the right person.
  • Mentoring and support from experienced adviser.


26/04/2021 $0 Albury Wodonga & Murray 1 Banking & Financial Services
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