Description

Financial Adviser

Part Time (3 to 4 days per week) with plans to move to full time

Bunbury Office

$120,000-$140,000 FTE (based on experience) + Super 

About Future Wealth Planners:

Future Wealth Planners is a privately owned and well-established boutique financial planning firm with offices across Perth and reginal WA. Established over 20 years ago with an excellent reputation for strong back-office support and a high-performance advice culture, the company has invested heavily in its advice and ongoing service infrastructure to ensure that the consistency and reliability of the client experience is always of a very high standard. This is an excellent opportunity to work within a strong and dynamic business environment where client relationships are paramount.                            

Your new role:

Due to business growth, we are actively looking for an experience financial adviser to take on a book of existing clients. In this role, you will take the lead in guiding clients through their financial journey, delivering tailored strategies across superannuation, insurance, investment, and retirement planning. You will be responsible for developing and presenting advice, building trusted client partnerships, and ensuring compliance with regulatory standards—all within a collaborative, client-focused environment that values both technical expertise and meaningful relationships.

This role is based in our Bunbury Office.

Key Responsibilities:

Deliver ongoing service for the existing client base, that exceeding minimum compliance requirement and enhancing client outcome.
Provide holistic financial advice in areas of investment, insurance, taxation and estate planning, with a client-focused mindset.
Communicate complex financial concepts clearly and effectively.
Work collaboratively within a team-oriented environment.
Regular travel to regional WA (approximately twice a month)
 

Who You Are

Proven experience in holistic financial advising with a client-focused mindset.
Excellent communicator, making complex financial concepts clear and relatable.
Detail-oriented, ensuring advice aligns with each client’s unique goals.
A team-oriented professional who values collaboration and demonstrates flexibility in a dynamic work environment.
Dedicated to building and maintaining long-term client relationships.

Why Join Us?

Join an expanding business with a growing footprint across Western Australia, offering stability and career progression opportunities.
Flexible and supportive working environment.

If you believe you are the right person for this role, we would love to hear from you. Please submit your resume along with a cover letter outlining your suitability via the “Apply” button.

As this is a permanent position only candidates with Full Working Rights will be considered. We advise that only successful applicants will be contacted for an interview.