Senior Financial Adviser / Associate Partner

International Search Partners; Sunshine Coast Regional; Hybrid; AUD 120,000 - 180,000; Full time

Job summary

International Search Partners – Sunshine Coast is seeking a Senior Financial Adviser / Associate Partner to lead trusted financial planning for affluent and SME clients. You will deliver tailored advice, manage client portfolios, and contribute to growth across the Sunshine Coast region.

The role offers flexibility to work from home, strong back-office support, and a generous remuneration structure with bonuses.

Qualifications

• 5+ years delivering comprehensive financial advice to affluent, SME and high net worth clients.
• Ability to develop business from within a large internal referral network.
• Extensive technical knowledge across all areas of financial advice including SMSFs.
• Strong drive and growth mindset, able to work with local and offshore teams.
• Strong communication, relationship and business development skills.
• Competency in using technology, AI and Microsoft Office Suite.

Responsibilities

• Manage existing client portfolio and new client referrals from established partners.
• Engage in business development, growing relationships with new and existing clients.
• Lead client meetings and develop technical strategy aligned with financial goals.
• Assist in growing Wealth Management capabilities and mentoring team members.
• Collaborate with Partners to drive enterprise initiatives and efficiencies.
• Maintain strong technical knowledge and regulatory compliance.

Skills

Communication skills

Relationship building

Business development

Education

Tertiary qualification

Tools

Microsoft Office Suite

AI tools

Job description

Senior Financial Adviser / Associate Partner

International Search Partners – Sunshine Coast QLD

An exciting new opportunity exists within a highly regarded and successful national Financial Services organization dedicated to helping individuals and business clients to achieve successful financial outcomes.

With continuous growth organically and through acquisition, the company is seeking to appoint an experienced Senior Financial Adviser to the position of Associate Partner to deliver trusted advice and a valued service to new and existing clients whilst contributing to the growth and overall success of the business on the Sunshine Coast.

This role will also provide the opportunity to contribute to the ongoing development of the business and support positive outcomes for clients.

Your key responsibilities will include:

Manage existing client portfolio and new client referrals provided from established referral partners.

Engage in business development, including growing and developing relationships with new and existing clients.

Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial goals and objectives

Assisting in the growth of the Wealth Management capability, including managing and developing team members.

Work alongside Partners and champion enterprise initiatives which support operational efficiencies.

Maintain technical knowledge with a strong understanding of financial and regulatory compliance.

This is an excellent opportunity for a client-focused individual with a strong growth mindset and a genuine passion for financial planning and success of your team.

You will have:

Minimum 5+ years of experience, delivering comprehensive advice to affluent, SME’s and high networth individuals.

Ability to develop business from within a large internal network of referral partners, including Accountants, Risk and Lending teams.

Extensive technical knowledge across all areas of advice including SMSF’s.

Strong drive, growth mindset able to work effectively with local and offshore teams.

Strong communication and relationship and business development skills.

Competency in using technology, AI, Microsoft Office Suite.

Completion of relevant Tertiary qualification.

This is an excellent career opportunity, with ongoing training and support, flexibility to WFH, autonomy, excellent back-office support along with a generous remuneration structure plus bonus.