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FAAA; Sunshine Coast Regional; On-site; AUD 125,000 - 150,000; Full time

Benefits offered by this job

Performance-based bonus

Equity and partnership pathway

Paraplanning and administration

Professional development

Modern Maroochydore office

Job summary

Spencer Financial Group in Maroochydore is seeking an experienced Senior Financial Adviser to join our growing Sunshine Coast team, with the autonomy to grow your own client base supported by administration and paraplanning.

You’ll be rewarded with a genuine pathway to equity and partnership, a salary of $125,000–$150,000 plus super and a performance bonus, and ongoing professional development in a modern office. This is the next chapter in your career with real ownership potential.

Qualifications

• 35+ years' experience as a Financial Adviser with current client-facing experience.
• Qualified and authorised to be appointed as an authorised representative under our AFSLA.
• Proven ability to build client relationships and referral networks.

Responsibilities

• Provide quality strategic financial advice to clients.
• Develop professional referral partnerships and networks.
• Grow and manage your own client base with support from the team.

Skills

Client relationship building

Communication skills

Integrity and accountability

Self-motivation

Education

Authorized representative qualifications

Job description

Senior Financial Adviser | Genuine Pathway to Equity | Maroochydore | $125,000$150,000 + Super + Performance Bonus

You've built your experience. Now build something that's yours.

There comes a point in an adviser's career when the next step isn't simply another advice role. You want greater autonomy. You want the opportunity to build your own client relationships. You want to be rewarded for helping grow a business. And, ultimately, you want the opportunity to have a stake in what you're building.

At Spencer Financial Group, we're looking for an experienced Senior Financial Adviser to join our Maroochydore office and become an important part of the next stage of our growth.

This isn't a role for someone looking to simply inherit a client book and maintain it. We're looking for an adviser who wants to build. Someone who enjoys developing long-term client relationships, creating professional referral networks and becoming known and trusted within the Sunshine Coast community.

In return, we're offering something increasingly difficult to find: the opportunity to build a genuine long-term career with a clear pathway towards equity and partnership in the business.

The opportunity

You’ll join an established financial advice business where you’ll have the autonomy to grow your own client base, backed by administration and paraplanning support.

You’ll provide quality strategic advice, develop professional referral partnerships and build lasting relationships with clients who value trusted, ongoing advice.

This is a role for someone who wants to contribute to the growth of the business, not simply work within it.

About you

• 35+ years' experience as a Financial Adviser, with current client-facing advice experience
• Relevant qualifications and professional requirements to be appointed as an authorised representative under our AFSLA genuine commitment to developing long-term client relationships
• The drive to build your own client base and professional referral network
• Strong communication and relationship-building skills
• High standards of integrity, reliability and personal accountability
• A genuine desire to establish yourself within the Sunshine Coast community
• Most importantly, you're self-motivated, commercially minded and ambitious, without compromising the quality of your advice or the relationships you build.

Our culture

Our values aren't simply words on the wall. They shape how we work with our clients and each other:

Excellence | Integrity | Relationships | Adaptive | Innovative | Enjoyment

We take our responsibilities seriously, but believe you can build a high-performing advice business while still enjoying the people you work with and the community you're part of.

What you’ll receive

• $125,000$150,000 + super (dependent on experience)
• Performance-based bonus, with the structure tailored to the successful candidate
• A genuine pathway to equity and partnership
• Dedicated paraplanning and administration support
• Ongoing professional development
• Modern Maroochydore office with onsite car parking
• Autonomy to develop your client base, referral network and professional profile
• The opportunity to build your career and life on the Sunshine Coast

Is this your next chapter? You might not be actively looking. Perhaps you're doing well where you are, but you've started wondering what the next five or ten years of your career looks like. Maybe you've reached the point where simply advising someone else's clients isn't enough. You want to build a client base you're proud of, create meaningful professional relationships and eventually have the opportunity to participate in the business you've helped grow. That’s the conversation we'd like to have.