Financial Adviser

1 week ago


Gold Coast, Queensland, Australia IQ Capital Full time

At IQ Financial Planning you are a part of a leading national wealth building organisation. Our breadth of business and client first focus allows you to shape your career by building on a well-established practice, with the freedom to innovate and make a difference. Planning your future with our dynamic and professional team is truly Smart Thinking.

We are seeking a collaborative, solution-focused individual that is growth minded and constantly seeking out opportunities to improve themselves and their career. Our values of Unified, Authentic, Collaborative, Client Focused and Progressive drive all that we do and our ideal person will make those values the basis of their practice.

Key Responsibilities:

  • Conducting client meetings (using technology or Face to Face)
  • Understanding clients' immediate needs, long term objectives and level of comfort with risk
  • Formulating financial strategies and preparing accompanying advice documentation and investment plans relevant to clients goals and objectives
  • Recommend appropriate strategies, product and service options across all areas with a focus on Taxation, Superannuation, Insurance Protection and Investment products
  • Ensuring accuracy and compliance of client files and advice documentation

To be considered for this role you must have:

  • Proven experience in providing personal financial planning advice to clients (either retail or wholesale)
  • FASEA compliant or working towards including having passed the Advisrer exam
  • Excellent technical knowledge and commitment to professional development
  • Strong communication skills and the ability to drive long term client relationships

On offer:

  • An outstanding salary package including generous incentive structure. Base plus Commissions = OTE $200,000+
  • Professional team environment with excellent client service and administration support
  • Fully qualified lead flow and existing client base

We are an established, successful, multi award winning company with a very highly skilled and established team and a clear progression pathway for the right people.

If you are looking for a new challenge and believe you meet the above criteria, click the Apply button below. Please include a cover letter outlining your experience within the financial planning industry.

Alternatively, please call Hammad Khalid on for a confidential discussion prior to applying.

Only shortlisted candidates will be contacted.

Your application will include the following questions:

Which of the following statements best describes your right to work in Australia?

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