Independent Financial Planner – Private Practice with Admin Support

Jarrah Bridge

Perth

On-site

AUD 70,000 - 110,000

Full time

2 days ago

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Benefits offered by this job

Fees & Insurance covered

Admin support 0.5 FTE

Private furnished office

Utilities and internet included

Consistent client referrals

Onsite secure parking

Pet-friendly office

Job summary

Jarrah Bridge, a small independent financial planning firm based in Midland, Perth, invites a qualified Financial Planner to join as an independent contributor. The setup includes a private, furnished office, admin support, and a steady stream of client referrals to support your book.

You may bring an established client book or build one through our referral pipeline. ASIC PI insurance is covered and you’ll operate in a friendly, family-oriented environment with a strong emphasis on service to

Qualifications

Qualified Financial Planner with clean history on the advisers register.
Established client book or ability to build one via referral network.
High attention to detail and a collaborative, practical attitude.
Friendly personality fits a small, close-knit team.

Responsibilities

Operate as an independent contributor toward costs within a supportive office.
Manage client reviews, follow-ups, and administration with 0.5 FTE admin support.
Utilise built-in referrals to grow your client base.
Maintain professional office space and client relations.