Financial Planning

FAAA Board, Financial Advice Association of Australia; Rockhampton Regional; Hybrid; AUD 140,000 - 160,000; Full time

Benefits offered by this job

Back office support onshore

Equity opportunity

Career progression

Job summary

Financial Advice Association of Australia in Rockhampton is seeking an experienced Senior Financial Adviser to join a growing team. This full-time, on-site role involves delivering comprehensive financial planning services to a diverse client base and leveraging expertise to provide strategic advice.

The position emphasizes client-centric service, adherence to regulatory standards, and opportunities for leadership and career progression within a supportive, onshore environment.

Qualifications

• Minimum 2-5 years' experience as a financial adviser or in a related financial planning role.
• Strong knowledge of financial planning principles, investment strategies, superannuation and tax-effective wealth planning.
• Current or ability to obtain relevant financial services licenses (e.g., Australian Financial Services Licensee accreditation).
• Demonstrated ability to build and maintain strong client relationships and deliver exceptional customer service.
• Excellent communication and presentation skills with the ability to explain complex financial concepts clearly.

Responsibilities

• Conduct comprehensive financial needs analyses for clients to understand objectives and circumstances.
• Develop and implement tailored financial plans aligned with clients' long-term goals.
• Provide strategic advice on investments, superannuation, insurance, tax planning and retirement strategies.
• Build and maintain strong client relationships through regular reviews and ongoing communication.
• Ensure compliance with financial services regulations and internal policies.
• Identify opportunities to expand client relationships and manage a growing client portfolio.

Job description

(on-site)

Spotlight

Preferred

Posted22 days ago

Job Function

About the role

Our client is a respected financial services firm committed to delivering exceptional financial planning and advisory services to our clients. They pride themselves on client-centric approach, professional expertise, and commitment to helping individuals and businesses achieve their financial goals. The team is dedicated to providing tailored solutions and building lasting relationships with those we serve.

We are seeking an experienced Financial Adviser to join a growing team in Rockhampton. This is a full-time position that offers an excellent opportunity to make a significant impact within the organization. As a Senior Financial Adviser, you will be responsible for delivering comprehensive financial planning services to a diverse client base, leveraging your expertise to provide strategic advice and solutions.

Key responsibilities

• Conducting comprehensive financial needs analyses for clients to understand their financial objectives and circumstances
• Developing and implementing tailored financial plans that align with clients' long-term goals
• Providing strategic advice on investments, superannuation, insurance, tax planning and retirement strategies
• Building and maintaining strong client relationships through regular review meetings and ongoing communication
• Ensuring compliance with relevant financial services regulations and internal policies
• Identifying opportunities to expand client relationships and manage a growing client portfolio
• Collaborating with team members and support staff to deliver seamless client service

What we're looking for

• Minimum of 2-5 years' experience as a financial adviser or in a related financial planning role
• Strong knowledge of financial planning principles, investment strategies, superannuation and tax-effective wealth planning
• Current or ability to obtain relevant financial services licenses (such as Australian Financial Services Licensee accreditation or equivalent professional qualifications)
• Demonstrated ability to build and maintain strong client relationships and deliver exceptional customer service
• Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly
• Strong analytical and problem-solving abilities with meticulous attention to detail
• Proficiency with financial planning software and general IT systems
• A professional demeanor and commitment to ethical business practices
• Experience in business development and client acquisition is highly desirable
• Tertiary qualifications in finance, accounting or business are preferred

What we offer

• Full Back office support onshore
• $140-160k + Super salary + Bonus
• Genuine Opportunity to equity
• Career pathway to leadership