Financial Adviser

5 days ago

Southport, Australia Chandler Macleod Full time

An excellent opportunity has arisen for a Financial Planner to join a national well established Financial Planning, Mortgage Broking and Accounting practice. Our client pride themselves on their great culture and work life balance. Their Southport office is experiencing growth and looking for a Financial Adviser to service their existing client base. They have an excess of warm leads they are looking for someone to convert and engage with. If you are looking for a role that incentivises and remunerates for hard work and high performance, this is the position for you.

This will be the ideal role for you if you have experience working across holistic advice; insurance, superannuation, SMSF and investments. Our clients have an excess of leads that have not been tapped into and this is the role for you if you enjoy building new and forming long-term relationships

**The Role**:

- Meet and develop relationships with existing clients to provide strategic and quality advice
- Identify opportunities and provide holistic advice to clients with a range of wealth needs
- Provide quality advice for clients on complex decisions they need to make regarding their wealth.
- Accurately assess Client's needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.
- Comply with legislative and regulatory frameworks
- Genuinely care about client outcomes and provide quality advice
- You must always put the client first

**You Will Need**:

- MUST have 3+ years financial planning experience
- XPLAN experience is essential
- Must meet FASEA educational requirements
- Ability to work independently and bring in new business

  • Financial Adviser

    1 week ago

    Southport, Queensland, Australia Private Advertiser Full time $80,000 - $120,000 per year

    Financial Adviser- High-Paced Firm with Progression OpportunitiesWe are a leading financial planning firm renowned for our expertise and dedication to helping clients achieve their financial goals. Our firm operates in a high-paced environment, providing an exciting and dynamic workplace for individuals who thrive on challenges and enjoy making a meaningful...

  • Finance - Financial Planner - Southport

    1 week ago

    Southport, Australia People Group Full time

    Financial Planner Southport - Full support with constant leads & work from home options - $125,000 + Super + Bonus - OTE $200,000k plus super **About the role**: This is an exciting opportunity for an experienced Financial Advisor to embrace ever further growth, working alongside our expert Advisors who share over 40 years of combined experience. You will...

  • Finance - Financial Planner - Southport

    3 days ago

    Southport, Australia People Group Full time

    Financial Planner Southport - Full support with constant leads & work from home options - Salary up to 120k + comms per year depending on experience. OTE 200k p/a. **About the role**: This is an exciting opportunity for an experienced Financial Advisor to embrace ever further growth, working alongside our expert Advisors who share over 40 years of combined...

  • Loan Assessor/Administrator

    22 hours ago

    Southport, Queensland, Australia KBH Solutions Full time $60,000 - $80,000 per year

    A leading finance company providing tailored finance solutions to consumers is seeking an experienced Loans Officer and Collections Administration Officer to join their growing team. This role is ideal for finance professional who thrive on delivering outstanding customer service while managing loan queries, credit applications, and compliance requirements...

  • Principal Divisional Finance Officer, Queensland Health

    20 hours ago

    Southport, Queensland, Australia Department of Health - Queensland Full time $120,000 - $180,000 per year

    The position will work closely with and effectively manage a complex range of stakeholders to influence decisions and drive financial and commercial performance and improvementThe RoleAn opportunity has become available for a Principal Divisional Finance Officer join Gold Coast Health (GCH) where the focus of our strong team is on providing world-class...

  • Principal Divisional Finance Officer

    21 hours ago

    Southport, Queensland, Australia Gold Coast Hospital & Health Service Full time $120,000 - $180,000 per year

    The RoleAn opportunity has become available for a Principal Divisional Finance Officer join Gold Coast Health (GCH) where the focus of our strong team is on providing world-class health care to people living in the Gold Coast, and northern New South Wales region of Australia.You willDrive budgeting, forecasting and performance reportingAdvise on financial...

  • Project Administrator

    5 days ago

    Southport, Australia Educonnecting Pty Ltd Full time

    Are you a highly skilled and motivated individual with a passion for project administration? Educonnecting is currently looking for a dedicated Project Administrator to join our dynamic team. Join us and be a part of revolutionizing international education in Australia. **About Us**: At Educonnecting, we believe in the power of technology to transform...

  • Manager, Partnership Development

    2 weeks ago

    Southport, Australia Griffith University Full time

    **Company Description** Every institution values excellence. What matters most is why.** Griffith was created to be a different type of university. You’ll find we’re about leading research, academic excellence, and the transformative power of education. But what sets us apart is why those things matter and how you’ll achieve them. **Why?** Griffith...

  • Broker Support

    22 hours ago

    Southport, Queensland, Australia Infinity Group Australia Pty Ltd Full time $60,000 - $100,000 per year

    Broker Support – Infinity Group AustraliaLocation: Southport, Gold Coast QLDType: Full-time, on-site, Monday – Friday, 9am-5pm (Occasional weekend availability required). WFH flexibility post probation.Salary: $90,000 + super + comms (~ $120k OTE)About Infinity Group Australia:At Infinity Group Australia, we exist to help everyday Australians conquer...

  • Property Manager

    1 week ago

    Southport, Queensland, Australia Infinity Group Australia Pty Ltd Full time $80,000 - $100,000 per year

    Property Manager – Infinity Group AustraliaLocations: Southport, Gold Coast QLD or Cremorne, Melbourne VICType: Full-time, on-site, Monday – Friday, 9am–5pm (WFH 1 day/week post-probation)Salary: $80,000– $90,000 + super (potentially up to $100,000 for highly experienced candidates)About Infinity Group:At Infinity Group, we exist to help everyday...