Financial Planning

FAAA Board, Financial Advice Association of Australia; Canberra; On-site; AUD 90,000 - 140,000; Full time

Job summary

The FAA A Board, Financial Advice Association of Australia in Canberra is seeking a Financial Advisor to join the advice team. You’ll work closely with the Principal to service a cohort of clients and to develop fee-paying referrals.

You will provide holistic advice across Wealth Management, Superannuation and Insurance, demonstrating attention to detail and strong interpersonal skills in a high-performance environment.

Qualifications

• 3+ years experience as a Financial Advisor.
• Experience delivering holistic advice across Wealth Management, Superannuation and Insurance.
• Attention to detail and strong interpersonal skills.

Responsibilities

• Service a cohort of clients.
• Work with referrals to convert to fee paying clients.
• Provide holistic advice across Wealth Management, Superannuation and Insurance.

Job description

About the role

You’ll work closely with the Principal of the Business servicing a cohort of clients and working with referrals to convert to fee paying clients. You will form a key part of the advice team, working alongside dedicated, motivated and ambitious professionals in a high‑performance environment, supported by strong systems, collaboration and shared success.

Key responsibilities

• Service a cohort of clients
• Work with referrals to convert to fee paying clients
• Provide holistic advice across Wealth Management, Superannuation and Insurance

About you

• 3 plus years experience as a Financial Advisor
• Experience across the full spectrum of advice currently providing holistic advice across Wealth Management, Superannuation and Insurance
• Attention to detail
• Sound interpersonal skills
• Ability to work autonomously
• Experience with XPLAN is highly regarded