Financial Adviser

Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2024 in Australia and Best Place to Work for Women 2024?
Beacon Aged Care and Retirement Advisers in partnership with Invest Blue has an exciting opportunity to join the Beacon team. We are seeking an experienced Financial Adviser to work in the Gold Coast office, full-time, joining the energetic team.
What we offer

When you join the wider Invest Blue/Beacon family, you gain access to a multitude of benefits, including:

• Upon completion of probation, your birthday as a day off to celebrate.

• Time off to volunteer for community initiatives or chosen charities.

• Participation in our annual "Celebrate the Wins" offsite conference and event, fully sponsored by Invest Blue.

• Continuous learning and development opportunities

• For this role, you will also receive a mobile phone and all km's travelled for client visits will be reimbursed.

This is a diverse, engaged and rewarding role and allows you to provide an excellent client experience daily. You'll be part of an engaged and motivated network of people that values your contributions and encourages personal growth.

About Us

Invest Blue is Australia's trusted home of great advice. We are a large, holistic financial planning business that currently has offices located throughout QLD, NSW, VIC, ACT & TAS. With a growing team of over 400, our financial advisers and support people are dedicated to empowering our clients to live their best possible lives.
Our strength comes from delivering tailored, high-quality advice based on a consistent process. Importantly, Invest Blue's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams.

As part of the Invest Blue family, Beacon Aged Care and Retirement Advisers is a trusted leader in aged care financial planning, dedicated to guiding families through one of life's most significant transitions. Founded in 2015 by Natalie and Jason Gordon after personally navigating the aged care system with a loved one, Beacon was built with empathy, expertise, and a clear purpose: to bring peace of mind to families facing complex care decisions.
Our team of specialised financial advisers, Centrelink experts, and support staff offers a comprehensive service tailored to the unique needs of aged care planning. From managing Centrelink entitlements to simplifying the financial impact of care, we empower clients to make informed choices that honour their loved ones' wishes. At Beacon, we don't just provide advice; we provide unwavering support, a wealth of experience, and a commitment to helping families find clarity and confidence in every decision. Partnered with Invest Blue, we offer an extensive network and a people-first culture that values every team member's role in delivering a caring, high-quality client experience.

At Invest Blue, we're not just dedicated to helping our clients live their best possible lives – we're equally committed to fostering an environment where our team members thrive. As Richard Branson aptly put it, "Clients do not come first. People come first. If you take care of your people, they will take care of the clients." You will find a very open and transparent culture, that you have every opportunity to share ideas and insights, and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career development.
About you:

• Motivated team player with great people skills.

• Technical knowledge and knowledge of regulatory and legislative obligations related to financial planning.

• 3+ years' experience providing financial advice to clients.

• Outstanding communication skills, both written and verbal with a high attention to detail.

• Exceptional ability to keep track of multiple tasks, prioritise and deliver on set goals.

• Eager to learn and are willing, at times to unlearn.

• Brings fresh and innovative ideas to the table.

• Value a team culture.

• Has a positive can-do attitude.
Key role responsibilities:

• Provide exceptional advice to the clients of Beacon, through the provision of Aged Care Advice and support.

• Provide efficient, compliant, and accurate administration to deliver quality financial advice.

• Proactive interaction with clients and team members to ensure all necessary information is up to date and current in client management database and in client account records.

• Work in progress reporting and task management.

• Proactive phone calls and client contact to ensure ongoing support services are delivered.

• Building relationships with Aged Care facilities on the Gold Coast and Southern end of Brisbane.

• Growing the Gold Coast client market including brand presence.

Desired Skills and Experience

• Experience providing exceptional client service within a client facing environment.

• Demonstrate an ability to build and maintain effective relationships with clients and stakeholders.

• Demonstrated ability to plan, prioritise and schedule work targets and activities with minimum supervision.

• Ability to work under pressure and within a well-defined compliance framework.

• Experience with using financial planning software (e.g., Salesforce) desirable, but not mandatory.

• Experience building client markets, new relationships.

Qualifications

• Tertiary qualifications in financial services or a related discipline (completed)

• FASEA higher education requirements met.

• Standard background checks include but are not excluded to criminal history, bankruptcy, ASIC.

Remuneration package offered ranges between $120,000 -$140,000, including super and leave loading, dependent on level of education and experience. Attractive bonus structures are also in place for this role.
Next steps
Ready to embark on this exciting journey with us? Apply now by sending your covering letter and resume to
We are thrilled to hear from you

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