Senior Financial Adviser

Spencer Financial Group Pty Ltd; Maroochydore; On-site; AUD 125,000 - 150,000; Full time

Benefits offered by this job

Superannuation

Performance bonus

Equity pathway

Paraplanning support

Professional development

Onsite parking

Autonomy to build client base

Job summary

Spencer Financial Group Pty Ltd in Maroochydore is seeking a Senior Financial Adviser who wants to build more than just a client book. You’ll own your growth path, supported by administration and paraplanning, with autonomy to shape your advisory practice.

You’ll deliver strategic financial advice, develop professional referral networks, and establish yourself within the Sunshine Coast community, pursuing a genuine pathway to equity and partnership.

Qualifications

• 3–5+ years' experience as a Financial Adviser with current client-facing advice experience.
• Qualifications to be appointed as an authorised representative under AFSL.
• Commitment to developing long-term client relationships.
• 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.
• Desire to establish yourself within the Sunshine Coast community.

Responsibilities

• Grow your own client base with administration and paraplanning support.
• Develop professional referral networks and partnerships.
• Build lasting relationships with clients who value ongoing advice.
• Provide quality strategic financial advice to clients.
• Contribute to the growth of the business and your career.

Skills

Financial advisory experience

Client relationship building

AFSL authorised representative

Job description

Spencer Financial Group Pty Ltd – Maroochydore QLD

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

You're already a successful adviser who is confident with clients and ready for the next stage of your career.

You'll bring:

• 3–5+ 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 AFSL




• A 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.

All applications will be treated confidentially.