_{01st September, 2025}

The Role
With the continued growth of the financial advice business using a market leading advice model, an opportunity has arisen for an experienced financial adviser.

Through strong sales and customer service you will focus your time on new client leads. Using all the provided resources of the business you can benefit from paraplanning and admin support:

• Primarily focused on conducting discovery meetings with prospective clients and leading the sales process
• Build trust, understand client goals, and guide them through the decision to engage with our firm
• Leads are inbound and warm – no cold prospecting 

Skills & Experience
As the ideal candidate for this role you will have:

• Proven background in financial advice or client-facing wealth management
• Comfort with sales and presenting solutions to high-value clients
• 3+ years experience in providing advice

If this sounds like you please apply via the link below or for a confidential discussion contact Chris Gordon on 0451 129 269

Apply For Job