FINANCIAL PLANNER – CLIENT PORTFOLIO MANAGEMENT - SUNSHINE COAST – BOUTIQUE FIRM – 120K-140K (JOB ID 1422)

Are you a driven financial planner looking for a growth-focused role in a supportive, boutique firm?

Do you want the opportunity to build your own client portfolio and progress toward long-term career opportunities, including potential equity?

We are partnering with a boutique mid-sized financial services firm offering accounting, lending and financial advisory services. With over 45 years of trusted service on the Sunshine Coast, the firm has a strong reputation in the industry and a growing Financial Planning arm.

You will work alongside an existing Adviser and Senior Adviser and grow your career, manage your own clients and contribute to a dynamic, collaborative team.

The Role:

Lead new client meetings and review sessions, developing strategies and tailored recommendations

Collaborate with paraplanners and Client Service Officers to implement advice and update systems such as AdviserLogic

Take ownership of a growing client portfolio and manage your own clients over time

Support existing clients as required, ensuring high-quality service delivery and long-term relationship management

Focus on outcomes and quality of work rather than micro-management, managing tasks and deadlines independently

Contribute to business growth through client engagement and proactive advisory initiatives

About You:

Minimum of 5 years’ experience in a similar financial planning role or demonstrable equivalent skills

ADFP/Tertiary Qualifications, meeting requirements to be an Authorised Representative

FASEA exam completed

Strong technical knowledge with a focus on overall wealth advice, including SMA’s, ETFs, Direct Shares, and Wrap Accounts

Excellent written and verbal communication skills

High attention to detail and commitment to accuracy and compliance

Strong planning and organisational skills

Up-to-date with CPD points and a clean compliance record

What’s On Offer:

A collaborative, supportive team environment with high client interaction

Opportunity to manage and grow your own client portfolio over time

Genuine pathway to Partnership and potential for equity in the long term

Flexibility and autonomy in your work with clear expectations and trust

Competitive base salary plus performance-based bonus structure

Exposure to a variety of financial planning strategies and advisory work in a boutique, growth-focused firm

This role is ideal for a go-getter financial planner looking to take the next step in their career while contributing to a growing, reputable firm.

Please note: This job is based in Australia therefore, only candidates who are permanent residents or citizens of Australia will be considered.

HOW TO APPLY

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