Financial Planner

Jarrah Bridge; Perth; On-site; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Fees & Insurance covered

Admin support 0.5 FTE

Private furnished office

Utilities and internet included

Consistent client referrals

Onsite secure parking

Pet-friendly office

Job summary

Jarrah Bridge, a small independent financial planning firm based in Midland, Perth, invites a qualified Financial Planner to join as an independent contributor. The setup includes a private, furnished office, admin support, and a steady stream of client referrals to support your book.

You may bring an established client book or build one through our referral pipeline. ASIC PI insurance is covered and you’ll operate in a friendly, family-oriented environment with a strong emphasis on service to

Qualifications

• Qualified Financial Planner with clean history on the advisers register.
• Established client book or ability to build one via referral network.
• High attention to detail and a collaborative, practical attitude.
• Friendly personality fits a small, close-knit team.

Responsibilities

• Operate as an independent contributor toward costs within a supportive office.
• Manage client reviews, follow-ups, and administration with 0.5 FTE admin support.
• Utilise built-in referrals to grow your client base.
• Maintain professional office space and client relations.

Skills

Financial planning

Client management

Attention to detail

Team collaboration

Education

Qualified Financial Planner

Job description

Opportunity for a self-employed Financial Planner | Midland, Perth

About us

We are a small, independent Financial Planning company with our own AFSL based in Midland. Our focus is very much on the service to our clients who are predominantly retirees.

Our environment is a team affair, so the right personality is essential to the business.

The Opportunity

This is not an employment role. One of our advisers has recently moved on, which leaves us with a fully set-up office space, a 0.5 FTE workload of admin support, and a proven consistent stream of client referrals.

We are looking for a qualified Financial Planner to step into this space as an independent contributor towards costs. You might be an established adviser looking for a better home for your existing client book, or a salaried planner ready to make the leap to being a sole trader.

The current average share of costs is $8,000 per month, for an immediately operational setup.

What is included:

• Fees & Insurances: Your corporate ASIC fees and Professional Indemnity (PI) insurance are fully covered.
• Admin Support: A 0.5 FTE workload of dedicated administration support from our experienced team (helping with client review preparation and follow up, reception duties, and Centrelink assistance).
• Your Own Space: A private, fully furnished office and use of the general office amenities.
• Running Costs: High-speed internet, commercial printing, and all utilities.
• Built-in Growth: A good, consistent amount of ongoing client referrals to help you grow.
• Perks: Free secure onsite parking. We are also pet-friendly, so our clients sometimes bring their dogs along to appointments. Working in a family orientated, holistic financial planning firm,

What you bring:

• Relevant qualifications and a clean history on the financial advisers register.
• Either an established book of business or the drive to build one using our referral pipeline.
• High attention to detail and a down-to-earth, collaborative attitude.
• A friendly personality that fits easily into a small, close-knit team environment.

Confidential Enquiries

If you would like to run your own business in a supportive, warm, and professional office, we would love to hear from you.

Please contact James Robinson on 08 9250 2056 or [e-mail] for a strictly confidential chat.