Financial Planning

FAAA Board, Financial Advice Association of Australia; Sydney; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Uncapped earnings

Clear path to equity/partnership

Paraplanning and admin support

Job summary

FAAA Board, Financial Advice Association of Australia in Sydney Olympic Park is seeking a seasoned Financial Adviser to drive client relationships and deliver holistic strategies. Backed by an efficient admin and paraplanning support, you will focus on discovery through implementation while building lasting client value.

You bring a minimum of 3 years’ experience, a FASEA/FAAA-approved degree, and active FAR registration to deliver super, insurance, and SMSF solutions.

Qualifications

• Minimum 3 years of experience in a similar adviser role.
• FAAA-approved degree, national exam passed, and FAR active.
• Proven track record delivering holistic financial advice including super, insurance, and SMSF strategies.

Responsibilities

• Attend pre-booked discovery meetings to diagnose client needs and opportunities.
• Manage the client sales pipeline from discovery through to SOA implementation.
• Partner with paraplanning to formulate compliant, high-impact financial strategies.
• Act as a trusted adviser with regular plan reviews and relationship management.
• Connect clients with internal teams (lending, property) to deliver holistic wealth solutions.
• Ensure all advice aligns with best-interest duties and regulatory frameworks.

Skills

Financial advising

Sales aptitude

Communication

Relationship management

Education

FAAA-approved degree

National exam passed

Active on FAR

Job description

Accelerate your career with a firm that books your appointments, handles your paperwork, and offers a clear, uncapped pathway to equity and partnership. The Rewards: Competitive base salary + uncapped earnings + clear path to partner. The Support: Full paraplanning and admin support so you can focus entirely on client relationships. The Leads: Qualified client appointments are booked directly into your diary. The Culture: Join a young, high-performing, and supportive wealth management team.

About the Opportunity

We are a rapidly growing, diversified wealth management firm specializing in holistic advice for wealth accumulators. We don't believe in slowing our advisers down with paperwork or cold prospecting. In this role, you will be backed by our specialized home loans and property investment divisions, giving you the infrastructure to deliver true holistic strategies. With your admin and paraplanning fully covered, your sole focus will be driving the sales process from discovery to implementation and building lasting client relationships.

Your Day-to-Day

• Client Engagement: Attend pre-booked discovery meetings to diagnose client needs and unpack strategic opportunities.
• End-to-End Advice: Manage the client sales pipeline from initial discovery through to SOA implementation.
• Strategic Collaboration: Partner with our in-house paraplanning team to formulate compliant, high-impact financial strategies.
• Relationship Management: Act as a trusted adviser, simplifying complex financial concepts and conducting regular plan reviews.
• Cross-Divisional Synergy: Connect clients with our specialist internal teams (lending, property) to deliver complete wealth solutions.
• Compliance Excellence: Ensure all advice strictly aligns with best-interest duties and regulatory frameworks.

What You Bring

• Minimum 3 years' experience in a similar role.
• Qualifications: You hold a FASEA/FAAA-approved degree, have passed the national exam, and are active on the Financial Advisers Register (FAR).
• Experience: Proven track record as a Financial Adviser delivering holistic advice, including super, insurance, and SMSF strategies.
• Drive: A 'go-getter' mindset with a strong sales aptitude and a genuine passion for client outcomes.
• Communication: Exceptional interpersonal skills with the ability to turn complex finance talk into simple, actionable advice.
• Location: Ready to work on-site and collaborate daily with our vibrant team in Sydney Olympic Park.