Financial Advisor

Wood Recruitment; City Of Karratha; On-site; AUD 240,000 - 300,000; Full time

Benefits offered by this job

Uncapped commissions

Professional development

Flexible working arrangements

Job summary

Wood Recruitment represents a growing financial planning practice in Karratha seeking an experienced full-time Financial Advisor to build lasting client relationships and deliver high-quality advice.

You will conduct meetings, prepare SOAs, and work with a supportive team while pursuing ongoing professional development and career progression in a flexible, results-driven environment.

Qualifications

• 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.
• Completed Financial Adviser Exam and FASEA education requirements.
• Current ASIC Financial Adviser registration and CPD compliance.
• Full working rights in Australia.

Responsibilities

• 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

Skills

Client relationship-building

Communication skills

Regulatory compliance

Financial analysis

Education

Bachelor's degree or recognised financial planning qualification

Tools

Xplan

AdviserLogic

Midwinter

Job description

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