Dynamic Financial Planning Professional

2 days ago


Mackay, Queensland, Australia Advance Recruitment Partners Full time
Financial Adviser Opportunity

We are seeking a seasoned Financial Adviser to deliver exceptional financial planning services to our esteemed clients in the Mackay Region and beyond. As part of Advance Recruitment Partners, you will be part of a larger, values-driven organization prioritizing community, inclusivity, and professional excellence.

About the Role:

This full-time position offers a unique opportunity to build comprehensive financial plans for our well-established client base while proactively growing new business relationships. You will provide ongoing guidance and support, maintaining regular face-to-face and phone contact with clients. Your expertise will help clients achieve their financial goals, while your proactive approach will drive business growth.

Key Responsibilities:

  • Conduct interviews and reviews for prospects and existing clients.
  • Deliver technically sound financial planning advice tailored to individual client needs.
  • Stay informed about financial products, services, and market trends.
  • Build and maintain strong relationships with external referral sources.
  • Meet targets for funds under management, fees generated, new client acquisition, and client retention.
  • Ensure compliance with all relevant procedures, processes, and legislative requirements.

What We Offer:

  • A competitive salary package with bonus structure.
  • Discounted private health cover.
  • Free, confidential Employee Assistance Program for you and your family.
  • Opportunities to be part of a purpose-driven company that values community and inclusivity.

Knowledge, Skills & Experience:

  • 3-5 years of experience as a Financial Advisor, with full FASEA compliance.
  • Proficiency in Xplan and the Microsoft Office Suite.
  • Excellent communication and relationship management skills.
  • Ability to work autonomously and as part of a team.
  • Strong compliance and technical knowledge of legislative and regulatory requirements.

The ideal candidate will have a proven track record of success in financial planning, excellent communication skills, and the ability to build strong relationships with clients and colleagues alike. If you are a motivated and forward-thinking professional looking for a new challenge, we encourage you to apply.



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