Financial Advisor

Profusion

Brisbane

Hybrid

AUD 110,000 - 160,000

Full time

4 days ago
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Benefits offered by this job

Flexible work arrangement
Hybrid work model
Professional development opportunities
Supportive team environment

Job summary

Profusion in Australia is seeking an experienced Comprehensive Adviser to deliver holistic financial guidance to members across wealth, retirement, investments and insurance.

You will build strong relationships, tailor strategies to goals, conduct regular reviews and stay current with superannuation legislation. This role offers a competitive salary, flexible hybrid work, ongoing professional development and a collaborative team focused on improving members' financial wellbeing.

Qualifications

  • Qualifications in financial planning or equivalent.
  • Current Authorised Representative status (or ability to obtain).
  • Strong knowledge of superannuation, retirement strategies and investments.
  • Experience delivering holistic, client-centric financial advice.
  • Excellent communication and interpersonal skills.

Responsibilities

  • Deliver comprehensive financial advice covering superannuation and retirement planning.
  • Develop and maintain relationships with members and tailor advice to goals.
  • Conduct regular reviews to keep strategies aligned with changing needs.
  • Stay updated on legislative and regulatory changes affecting advice and super.

Skills

Client-focused
Relationship management
Communication skills
Holistic financial advice
Regulatory awareness

Education

Qualifications in financial planning

Job description

Are you an experienced and client-focused Comprehensive Adviser?

This is an opportunity to join a growing advice team within a leading superannuation fund. In this role, you will provide holistic financial advice to members, helping them navigate all stages of their financial journey, from wealth accumulation through to retirement.

Key Responsibilities
  • Deliver comprehensive financial advice covering superannuation, retirement planning, investments, insurance, and wealth strategies
  • Build and maintain strong relationships with members, understanding their financial goals and tailoring advice accordingly
  • Conduct regular reviews to keep members’ strategies aligned with their evolving needs
  • Stay up to date with legislative and regulatory changes impacting financial advice and superannuation
About You
  • Relevant qualifications in financial planning
  • Current Authorised Representative status (or ability to obtain)
  • Strong knowledge of superannuation, retirement strategies, and investment products
  • Proven experience delivering holistic, client-centric financial advice
  • Excellent communication and interpersonal skills
What's On Offer
  • Competitive salary package plus performance incentives
  • Flexible and hybrid working arrangements
  • Ongoing professional development and career progression opportunities
  • A supportive, collaborative team environment
  • The opportunity to make a meaningful impact on members’ financial wellbeing
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