Financial Planner

Blue Chip Super; Wollongong City Council; Hybrid; AUD 110,000 - 180,000; Full time

Benefits offered by this job

Dedicated Paraplanning Support

Hybrid work arrangement

Job summary

Blue Chip Super Pty is seeking a Servicing Wealth Adviser to manage a premium client book with autonomy and strong compliance. You will deliver tailored financial planning across superannuation, investments, retirement planning, and complex entity structures.

Join a team with dedicated paraplanning support, a collaborative culture, and true hybrid flexibility with 1–2 days from home each week. Applications welcome from those with a clean compliance record.

Qualifications

• Experience as Financial Planner or Wealth Adviser with a clean compliance record.
• Degree-qualified and FASEA exam completed for Australian standards.
• A strong communicator capable of in-person and digital advisory meetings.
• Comfortable handling paraplanning tasks and CRM updates.

Responsibilities

• Conduct regular annual and bi-annual reviews for an established client portfolio.
• Present strategic advice across superannuation, investments, retirement planning, and complex structures.
• Manage end-to-end renewal process, OFAs and compliance documentation.
• Maintain high-quality file notes and CRM administrative updates.

Skills

Client relationship management

Communication skills

CRM administration

Paraplanning support

Education

Bachelor degree in Finance or related

FASEA exam passed

Tools

CRM software

Zoom

MS Teams

Job description

An established financial planning practice with offices in Sydney and Wollongong is seeking a high-caliber Servicing Wealth Adviser to look after a premium, deeply loyal, and fully established book of clients. Your mandate is to maintain trust, deliver brilliant advice, ensure seamless compliance, and mind the existing client base.

Key responsibilities

• Conduct regular annual and bi-annual reviews for an established portfolio of clients
• Present strategic advice across superannuation, investment portfolios, retirement planning, and complex entity structures
• Manage the end-to-end client renewal process, ensuring all Ongoing Fee Arrangements (OFAs) and compliance documentation are cleanly executed
• Maintain accurate, high-quality file notes and complete necessary operational administrative updates within the CRM

About you

• An experienced Financial Planner / Wealth Adviser with a clean compliance record and a proven history of managing client relationships autonomously
• Fully compliant with current Australian professional standards (relevant degree qualified and FASEA exam passed)
• A strong communicator who can seamlessly pivot between high-touch in-person meetings and highly professional digital Zoom environments
• Comfortable managing your own meeting preparation and basic CRM administration alongside paraplanning support

• Competitive base salary commensurate with your experience
• A highly collaborative, low-stress culture that explicitly prioritises professional autonomy over high-volume sales KPIs
• Dedicated Paraplanning Support
• True Hybrid Flexibility with 1–2 days working from home each week
• A mix of face-to-face office reviews and digital Zoom/Teams consultations