Senior Financial Planner

Foundation Wealth Advisers; Hobart; On-site; AUD 85,000 - 120,000; Full time

Job summary

Foundation Wealth Advisers in Hobart, TAS, seeks a full-time Financial Advisor to meet with clients, understand goals, and craft comprehensive strategies covering budgeting, investments and retirement planning. You will present plans, review portfolios, and stay compliant while building strong client relationships.

Better outcomes rely on empathy, clear communication, and tailored guidance. This on-site role offers collaboration with the team and growth opportunities within wealth management.

Qualifications

• Strong expertise in holistic financial planning and client-focused advice.
• Solid understanding of finance, investments, asset allocation, and risk profiling.
• Experienced with retirement planning, superannuation, and income strategies.
• Tertiary qualifications in finance/economics/commerce; certifications are highly regarded.
• Commitment to ethical, compliant financial guidance.
• Excellent communication and relationship-building skills.
• Analytical, detail-oriented, and able to explain complex concepts clearly.
• Experience in a client-facing advisory role is beneficial.

Responsibilities

• Meet with clients to understand goals and develop comprehensive financial plans.
• Review portfolios, conduct product and market research, and ensure regulatory compliance.
• Provide ongoing relationship management and regular progress reviews.
• Collaborate with internal and external partners to deliver high-quality service.

Skills

Financial Planning

Financial Advisory

Asset Allocation

Risk Profiling

Portfolio Review

Retirement Planning

Client Relationship

Regulatory Compliance

Education

Finance/Economics/Commerce degree

Financial planning certifications

Job description

Company Description

Foundation Wealth Advisers provides personalized, professional financial advice focused on “A Lifetime of Financial Care.” The team supports clients through all life stages, including starting a career, family changes, property purchases, redundancy, retirement, and aged care decisions. The firm emphasizes empathy, clear communication, and tailored guidance, taking time to understand each client’s unique needs and concerns. Clients receive thorough, easy-to-understand financial plans designed to reduce stress and build confidence.

Role Description

The Financial Advisor role is a full-time, on-site position based in Hobart, TAS. The advisor will meet with both new and existing clients to understand their goals, assess their financial situation, and develop comprehensive strategies covering areas such as budgeting, investments and retirement planning. Day-to-day tasks include preparing and presenting financial plans, reviewing portfolios, conducting product and market research, and ensuring advice aligns with regulatory and compliance requirements. The role involves ongoing relationship management, regular progress reviews, and clear communication to help clients feel informed and confident in their decisions. The advisor will collaborate with internal team members and external partners as needed to deliver high-quality, client-focused service.

Qualifications

• Strong skills in Financial Planning and Financial Advisory, with a focus on client-centered, holistic advice.
• Solid understanding of Finance and Investments, including asset allocation, risk profiles, and portfolio review.
• Expertise in Retirement Planning, including superannuation, income streams, and long-term wealth strategies.
• Relevant tertiary qualifications in finance, economics, commerce, or a related field; additional certifications in financial planning are highly regarded.
• Knowledge of regulatory and compliance requirements, with a commitment to ethical and transparent advice.
• Excellent interpersonal, communication, and relationship-building skills, with the ability to explain complex concepts clearly.
• Strong analytical and problem-solving abilities, attention to detail, and sound judgment in decision‑making.
• Experience in a financial advisory or similar client‑facing role is beneficial, ideally within a planning or wealth management environment.