Description

Do you want a clear pathway to equity / ownership?
Tired of chasing leads and want warm referrals + quality clients?
Prefer a holistic advice model where you can deliver real value?

The Opportunity

We’re partnering with a well-established, boutique financial planning firm seeking an experienced Financial Planner to join their growing team.

This is a career-defining role offering long-term progression, including a genuine buy-in / equity pathway for the right person.

You’ll step into a business with:

Strong brand presence and consistent referral flow
Regular networking events and client introductions
A focus on quality advice over volume
A loyal, engaged client base

The Role

You’ll provide end-to-end holistic financial advice and build long-term client relationships.

Key responsibilities include:

Delivering tailored advice across investments, superannuation, retirement and insurance
Managing and growing an existing client portfolio
Conducting client reviews and strategy meetings
Building relationships through referrals and networking events
Working collaboratively with support staff to deliver a premium client experience

About You

5+ years’ experience as a Financial Adviser
Strong background in holistic financial planning
Confident communicator who builds trust with clients
Commercially minded with an interest in long-term growth / ownership
Passionate about delivering high-quality, client-focused advice

What’s On Offer

Equity / buy-in opportunity (genuine long-term pathway)
Consistent flow of warm referrals – no cold prospecting
Supportive, professional environment with full admin/paraplanning support
Strong earning potential aligned with performance
Autonomy and flexibility within a boutique setting