Financial Planner

1 week ago

Gold Coast, Queensland, Australia Future Focus Finance Full time $80,000 - $120,000 per year

Future Focus QLD is a multi disclipinary company specialising in Mortgage Lending, Wealth Optimisation and soon to be, Financial Planning, specialising in Superannuation. If you are,

  • Considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction.
  • Do you thrive on connecting with new clients and providing meaninful solutions to secure their finacial freedom?
  • Do you enjoy working collaborabtively accross divisions and unlocking further advice opportunities?

If you answered "yes" to the above, we'd love to share more details with you

An opportunity with a difference

We are seeking an experienced Financial Adviser to join our integrated financial serivices business who excels at meeting and wowing new clients and enjoys the initial discovery phase. This role emphasises collaboration and allows you to do what you do best: being in front of clients and winning them over.

What will your typical week look like?

  • This is an office based role and is Mon-Fri
  • Meet and engage with new clients, understanding their finacial needs and goals.
  • Manage the client advice process from lead screening to engagement and be accountable for managing your pipeline towards your KPI's
  • Enjoy a steady supply of leads from our inbound and outbound programs.

Benefits on offer

  • A competitive salary package with uncapped earning potential
  • Work with an experienced, supportive team of colleagues and Leaders
  • A supportive and collaborative work environment
  • The freedom to focus on client interactions without the administrative burden

Let's talk about you

  • At least 3 years previous experience as a Financial Adviser, having completed the FASEA exam and listed on the Adviser register.
  • Driven, relationship-focused, and self-motivated
  • Passionate about meeting new clients and helping them achieve financial success
  • A true collaborator with exceptional relationship and stakeholder management skills
  • Top-notch business development skills combined with a drive for growth
  • Strong commercial and financial acumen
  • Excellent oral and written communication skills
  • Bachelor's degree in Financial Planning or related field, with Advanced Diploma of Financial Planning
  • Proficient in financial planning software (Xplan or similar platforms)
  • Demonstrated expertise in SMSF and comprehensive financial product knowledge

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