Financial Adviser
Findex · Posted 7 days ago
About the role
Job Category: Banking & Wealth Management Job Description: Are you a motivated, client-focused Financial Adviser... to provide strategic financial planning and investment advice to a diverse client base across Adelaide and the surrounding region
Financial Services Assistant - Paraplanner (Adviser Logic)
BruntWork · Posted 8 days ago
About the role
to candidates with experience using: Advisor Logic Superannuation & Insurance Platforms CRM systems used within financial...Job Overview: Are you an experienced financial services professional looking to take the next step
Financial Adviser
Bentley Recruitment · Posted 9 days ago
About the role
focus on accuracy and client outcomes Skills & Experience 1â4 years of experience as an authorised financial adviser
Financial Adviser - $165k + Super + bonuses
ROC Consulting · Posted 12 days ago
About the role
to growth, the position of Senior Financial Advisor has been created. This position will suit a candidate who has exceptional...Financial Adviser Well Established Financial Planning Firm Work in a very relaxed environment Manage an existing
Assistant Financial Adviser
· Posted 13 days ago
About the role
Launch Your Career in Financial Advice Are you looking for a rewarding career where you can make a real difference... career pathway designed to develop you into a qualified Financial Adviser through hands-on experience, mentoring and ongoing
Assistant Financial Adviser
· Posted 13 days ago
About the role
Launch Your Career in Financial Advice Are you looking for a rewarding career where you can make a real difference... career pathway designed to develop you into a qualified Financial Adviser through hands-on experience, mentoring and ongoing
Claims Advisor (Financial Lines)
Marsh · Posted 14 days ago
About the role
Company: Marsh Description: We are seeking a talented individual to join our Financial Lines team at Marsh... & Officers (D&O), Professional Indemnity, and other financial lines classes of business to determine coverage. You will serve
Senior Claims Advisor - Financial Lines
Marsh · Posted 14 days ago
About the role
Company: Marsh Description: We are seeking a talented individual to join our Financial Lines team at Marsh... and other Financial Lines classes of business, supporting clients through the claims process and helping to determine coverage
Financial Investment Adviser - SA
PR Projects · Posted 14 days ago
About the role
Phillip Riley is looking for an experience Financial Investment Advisor to join our team. As our Financial Investor... Advisor you will develop and implement financial plans for individuals and organisations and advise on investment strategies
Financial Investment Adviser - NSW
PR Projects · Posted 14 days ago
About the role
Phillip Riley is looking for an experience Financial Investment Advisor to join our team. As our Financial Investor... Advisor you will develop and implement financial plans for individuals and organisations and advise on investment strategies
Financial Investment Adviser - TAS
PR Projects · Posted 14 days ago
About the role
Phillip Riley is looking for an experience Financial Investment Advisor to join our team. As our Financial Investor... Advisor you will develop and implement financial plans for individuals and organisations and advise on investment strategies
Financial Investment Adviser - QLD
PR Projects · Posted 14 days ago
About the role
Phillip Riley is looking for an experience Financial Investment Advisor to join our team. As our Financial Investor... Advisor you will develop and implement financial plans for individuals and organisations and advise on investment strategies
Financial Investment Adviser - ACT
PR Projects · Posted 14 days ago
About the role
Phillip Riley is looking for an experience Financial Investment Advisor to join our team. As our Financial Investor... Advisor you will develop and implement financial plans for individuals and organisations and advise on investment strategies
Financial Adviser
Bentley Recruitment · Posted 15 days ago
About the role
The Opportunity Our client is a well-established and rapidly growing financial planning firm with a strong reputation... their goals. Due to continued growth, an opportunity has arisen for an experienced Financial Adviser to join the Brisbane team
Financial Adviser
Rest · Posted 15 days ago
About the role
their financial position and prepare for retirement No revenue targets, less administration and more time helping members to achieve... better financial outcomes! Location - Sydney, Melbourne or Brisbane CBD Office Genuine hybrid working, great flexibility and lots
Senior Financial Adviser
Marsh · Posted 16 days ago
About the role
Company: Marsh Description: We are seeking a talented individual to join our Marsh Financial Advice team at Marsh... as a Senior Comprehensive Financial Adviser working in our Sydney office. This is a hybrid role that has a requirement of working
Financial Adviser
Bentley Recruitment · Posted 27 days ago
About the role
Our client is a boutique financial advice practice with a strong reputation for personalised client service... and a flexible remote working model. Established for many years, the business provides holistic financial advice to a diverse client
Financial Adviser
Bentley Recruitment · Posted 27 days ago
About the role
Our client is a well-established boutique financial planning practice with a strong reputation for delivering... business provides holistic financial advice across retirement planning, wealth creation, superannuation, personal insurance
Financial Adviser | Established Client Book | Melbourne
Fuse Recruitment · Posted 51 days ago
About the role
Manage an established client portfolio. Focus on advice, not business development. Are you an experienced Financial...? We're partnering with a well-established and respected financial planning firm in Melbourne seeking an experienced Adviser
Financial Solutions Advisor Registration Candidate - Springfield at Beechwood
Bank of America · Posted 56 days ago
About the role
. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive... as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage
Financial Adviser
Waratah Recruitment Partners · Posted today
About the role
About the role Join a top performing boutique wealth advisory business within a leading Australian wealth management group who manage complex, high-net-worth client portfolios, delivering tailored investment, superannuation, and tax strategies. Manage and grow relationships with HNW clients Develop advice across structuring, debt recycling, trust distributions, asset protection and wholesale tax and investment strategies Advise on wholesale investment strategies and portfolio construction Meet with existing clients, new business leads and referral partners Prepare detailed, compliant advice with a strong focus on accuracy and client outcomes Skills & Experience 1â4 years of experience as a Financial Adviser Sound working knowledge of SMSFs, trusts and companies, contribution and pension strategies, listed and unlisted investments Experience with HNW, wholesale or business-owner clients is highly regarded Benefits Discretionary bonus linked to individual and business performance Dedicated paraplanning and administrative support so you can focus on advice Hybrid flexibility after a successful six-month probation Annual salary reviews and half-yearly performance appraisals Access to morning market briefings, industry insights and professional networking opportunities
Senior Financial Advisor
Viridian Financial Group Limited · Posted today
About the role
At Viridian Advisory, we believe great Advice starts with a great relationship. Our Advisors walk alongside clients through every season of life, helping them discover what truly matters, building strategies that reflect those priorities, and adjusting the plan as life evolves. We are growing rapidly and thoughtfully, with an exciting 5 year plan and a nationwide footprint across 30 offices. The Opportunity Based in our stunning Sydney CBD office, you will deliver high quality, Financial Advice to clients, while also welcoming new relationships as our business continues to expand. This isnât just advice; itâs being part of the engine room of a national specialist network, working closely with investment teams, lending experts and fellow Advisors to deliver truly integrated outcomes. You will be their trusted partner: helping clients clarify aspirations crafting thoughtful strategies implementing advice with precision reviewing and refining their plan as life evolves You will be supported by a strong local team and national specialists across investments and lending, allowing you to focus on what you do best â advice and relationships. What You Will Do Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations Maintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviews Identify opportunities to enhance client outcomes using Viridianâs lending, investment management and digital solutions Build new client relationships through referrals, networking and natural business development Stay current with market trends, product knowledge and regulatory requirements Collaborate with accountants, solicitors and mortgage brokers to deliver integrated, high quality advice Qualifications & Experience Minimum 5 yearsâ experience as a Financial Advisor Full FASEA compliance Strong understanding of legislative and regulatory requirements Experience with Xplan (ideal) and strong Microsoft Office skills Excellent communication and relationship management abilities Comfortable working autonomously while supported by a collaborative team Integrity, professionalism and a genuine client first mindset Life at Viridian We are proud of our collaborative, inclusive culture that is grounded in human connection. When you join us, you will enjoy: Birthday Leave and a Wellness Day Flexible work arrangements, including work from home 13 weeksâ Primary Carerâs Leave Novated car leasing options Participation in the Viridian Team Community Program Discounted Medibank Corporate Health Cover Employee Assistance Program (EAP) for you and your family To Apply We warmly welcome candidates who meet the above points under âknowledge, skills & experienceâ to apply. Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Saturday 28th November 2026, 9.00pm, however shortlisting will commence immediately. At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.
Financial Adviser
RIVA Recruitment · Posted 1 days ago
About the role
About the company Our client is an independent financial planning firm, with a national presence, who are self-licensed and are growing rapidly. They provide holistic financial advice to their clients, who are predominantly pre-retirees and retirees. With industry leading efficiency, their operations are key to their ongoing success, as is their excellent investment offering. About the role Our client is seeking an experienced advisor to take on a sizeable book of existing clients from day one with the opportunity to build out your client base. The role is located at their newly upgraded Melbourne CBD office. You will be working alongside a friendly team of financial planning professionals including your own associate and a client services team. Key responsibilities Develop relationships with new and existing clients and provide strategic holistic financial advice Build strong relationship with other advisers and associates in the firm Maintain client records to ensure high quality and consistent advice Maintain high compliance standards in line with industry best practice Deliver an exceptional client experience. Skills & experience Bachelor of Financial Planning or FASEA related course Experience working as a holistic financial adviser Strong attention to detail and relationship focused Ability to build strong rapport with clients and colleagues Willingness to take on and service an existing book of clients. Culture Friendly, collaborative and vibrant team environment Efficient operations to enable you to prioritise a valuable client experience Fast paced and rapidly growing. Benefits Be a part of Australia's fastest growing Financial Planning firms Existing book available to start with, then the opportunity to grow your own client book at a rapid rate Revenue share arrangement. How to apply If you are interested in learning more about this position, please contact Fabian Ruggieri at RIVA Recruitment on 0434 943 647 or apply via the attached email link.
Financial Adviser - Brisbane
Vivere Recruitment Group · Posted 5 days ago
About the role
21st October, 2026 The Role With the continued growth of the financial advice business, an opportunity has arisen for an experienced financial adviser. Through strong client service you will focus your time on servicing an existing book of well-established clients, with the on-going view to grow the book through new clients sourced by your own referral network. Using all the provided resources of the business you can also benefit from full paraplanning and admin support: Engage and service a strong book of clients Conduct discovery meetings with prospective clients and take them through the advice process Build trust, understand client goals, and guide them through the decision to engage with the business Skills & Experience As the ideal candidate for this role you will have: Proven background in financial advice Comfortable with presenting solutions to high-value clients 5 years industry experience 3 years in providing advice If this sounds like you, please apply via the link below!
Financial Adviser
Findex · Posted 6 days ago
About the role
Description Are you a motivated, client-focused Financial Adviser ready to step into an established client portfolio and make it your own? We're seeking an experienced professional to provide strategic financial planning and investment advice to a diverse client base across Adelaide and the surrounding region. If you enjoy delivering results, building strong client relationships and making a real impact, this is the role for you! Your role, your contribution! Understand and assess client needs through meaningful, ongoing relationships Deliver strategic financial planning and investment advice tailored to individual goals Identify and develop new client opportunities across Adelaide and the region Meet agreed growth and revenue targets while delivering outstanding client outcomes Service and retain your client base by providing solutions that meet their evolving needs The benefits of joining us! Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours Hit the ground running with an established client book â no cold starts, just meaningful relationships to build on from day one Work as part of a highly regarded team in a collaborative environment Flexible advice role servicing a diverse client base across the region Competitive salary, flexible work options and more Clearly defined career progression with strong growth opportunity What you bring to the role! Previous experience as a Financial Adviser who has successfully completed the Financial Adviser Exam and are currently registered on the ASIC Financial Advisers Register Proven experience providing comprehensive financial advice Exceptional relationship and stakeholder management skills SMSF knowledge an advantage A positive, proactive and result orientated focus with a strong commercial acumen Excellent oral and written communication skills If this role sounds like a good fit â click on the apply button! We look forward to hearing from you. Our Impact: Why Findex? At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, weâve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our âWealth Accountantâ and Family Office models. With 2,500 professionals across 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, youâre empowered to work in a way that brings out your best â supporting your growth, your team, and the clients who trust us to make a real difference For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Financial Adviser
Vivere Recruitment Group · Posted 6 days ago
About the role
21st October, 2026 The Role With the continued growth of the financial advice business, an opportunity has arisen for an experienced financial adviser. Through strong client service you will focus your time on servicing an existing book of well-established clients, with the on-going view to grow the book through new clients sourced by your own referral network. Using all the provided resources of the business you can also benefit from full paraplanning and admin support: Engage and service a strong book of clients Conduct discovery meetings with prospective clients and take them through the advice process Build trust, understand client goals, and guide them through the decision to engage with the business Skills & Experience As the ideal candidate for this role you will have: Proven background in financial advice Comfortable with presenting solutions to high-value clients 5 years industry experience 3 years in providing advice If this sounds like you please apply via the link below or for a confidential discussion contact Chris Gordon on 0451 129 269
Financial Adviser - Brisbane
Vivere Recruitment Group · Posted 6 days ago
About the role
21st October, 2026 The Role With the continued growth of the financial advice business, an opportunity has arisen for an experienced financial adviser. Through strong client service you will focus your time on servicing an existing book of well-established clients, with the on-going view to grow the book through new clients sourced by your own referral network. Using all the provided resources of the business you can also benefit from full paraplanning and admin support: Engage and service a strong book of clients Conduct discovery meetings with prospective clients and take them through the advice process Build trust, understand client goals, and guide them through the decision to engage with the business Skills & Experience As the ideal candidate for this role you will have: Proven background in financial advice Comfortable with presenting solutions to high-value clients 5 years industry experience 3 years in providing advice If this sounds like you, please apply via the link below!
Financial Adviser
First Financial Pty · Posted 7 days ago
About the role
About the role As a result of our continued client growth, we have an outstanding opportunity for an experienced Financial Adviser to work with a high-quality portfolio of existing clients. The portfolio typically includes high-income families, pre-retirees and business owners, with further growth opportunities through existing clients, internal referrals and strategic partnerships. Youâll work closely with your Associate Adviser, Paraplanners and a skilled Client Services team to ensure seamless advice delivery. Working from our Collins Street office, located at the Paris end of Melbourneâs CBD, youâll join a highly respected wealth management firm, known for delivering high-quality advice and exceptional client outcomes where you can focus on delivering strategic financial advice across investments, superannuation, retirement planning, wealth creation and risk management. Key responsibilities Reporting to the Head of Advice, the responsibilities of the Financial Adviser role include: Delivering strategic, client focused financial advice tailored to individual goals, needs, and circumstances; Building trusted relationships with existing clients, deepening engagement over time and identifying opportunities to deliver sustainable long-term outcomes; Partnering with your Associate Adviser, Paraplanning and Client Services to support research, advice preparation, and implementation, ensuring clients receive a seamless and efficient advice experience; Maintaining high standards of advice quality, compliance and professional conduct in line with industry regulations and best practice standards; and Contributing to the growth and success of a professional, high performing advice team by sharing your expertise and skills in partnering with other advisers and strategic partners. The Benefits to You A competitive remuneration package including an uncapped bonus structure and other benefits An established, high-quality client portfolio with genuine scope to deepen relationships and identify new opportunities; Strong referral pathways and strategic partnerships that support continued client and business growth; Dedicated support from an experienced team of Associate Advisers, Paraplanners, Client Services and Investment professionals; Be a part of a growing business that continues to invest in its people, technology and client experience; A professional, collaborative and high-performance culture where advisers are supported to do their best work; Hybrid working arrangements; Equity opportunities for the right person to participate in the future growth of the business. What weâre looking for Proven experience delivering high-quality personal advice and managing established client relationships; Strong technical skills with an excellent understanding of Investments, Retirement Planning and Superannuation (including Self-Managed Super Funds) Confidence working with a diverse client base, including high-income families, retirees, sophisticated investors and business owners; Sound judgement, commercial awareness and a strong commitment to advice quality and compliance; Strong stakeholder management skills and the ability to work effectively with referral partners and internal teams; Excellent time management, prioritisation and communication skills; Experience working with Xplan, Microsoft Word, Excel and Outlook Relevant industry qualifications including degree in Business, Economics, Finance or Commerce, or a Graduate Diploma of Financial Planning Minimum of 3 yearsâ experience working in a similar role Ability to uphold our values and standards in professionalism, respect and performance About First Financial First Financial is a leading wealth management firm with a strong reputation for delivering high-quality strategic advice to clients who value trusted, long-term professional guidance. We are continuing to grow and invest in our people, technology, partnerships and client proposition, creating an environment where advisers can do their best work with strong technical, operational and leadership support around them. Our culture is professional, collaborative and high performing, with a clear focus on delivering exceptional client outcomes, developing our people and building a business that our team are proud to be a part of.
Financial Adviser
First Financial Pty · Posted 8 days ago
About the role
About the role As a result of our continued client growth, we have an outstanding opportunity for an experienced Financial Adviser to work with a high-quality portfolio of existing clients. The portfolio typically includes high-income families, pre-retirees and business owners, with further growth opportunities through existing clients, internal referrals and strategic partnerships. Youâll work closely with your Associate Adviser, Paraplanners and a skilled Client Services team to ensure seamless advice delivery. Working from our Collins Street office, located at the Paris end of Melbourneâs CBD, youâll join a highly respected wealth management firm, known for delivering high-quality advice and exceptional client outcomes where you can focus on delivering strategic financial advice across investments, superannuation, retirement planning, wealth creation and risk management. Key responsibilities Reporting to the Head of Advice, the responsibilities of the Financial Adviser role include: Delivering strategic, client focused financial advice tailored to individual goals, needs, and circumstances; Building trusted relationships with existing clients, deepening engagement over time and identifying opportunities to deliver sustainable long-term outcomes; Partnering with your Associate Adviser, Paraplanning and Client Services to support research, advice preparation, and implementation, ensuring clients receive a seamless and efficient advice experience; Maintaining high standards of advice quality, compliance and professional conduct in line with industry regulations and best practice standards; and Contributing to the growth and success of a professional, high performing advice team by sharing your expertise and skills in partnering with other advisers and strategic partners. The Benefits to You A competitive remuneration package including an uncapped bonus structure and other benefits An established, high-quality client portfolio with genuine scope to deepen relationships and identify new opportunities; Strong referral pathways and strategic partnerships that support continued client and business growth; Dedicated support from an experienced team of Associate Advisers, Paraplanners, Client Services and Investment professionals; Be a part of a growing business that continues to invest in its people, technology and client experience; A professional, collaborative and high-performance culture where advisers are supported to do their best work; Hybrid working arrangements; Equity opportunities for the right person to participate in the future growth of the business. What weâre looking for Proven experience delivering high-quality personal advice and managing established client relationships; Strong technical skills with an excellent understanding of Investments, Retirement Planning and Superannuation (including Self-Managed Super Funds) Confidence working with a diverse client base, including high-income families, retirees, sophisticated investors and business owners; Sound judgement, commercial awareness and a strong commitment to advice quality and compliance; Strong stakeholder management skills and the ability to work effectively with referral partners and internal teams; Excellent time management, prioritisation and communication skills; Experience working with Xplan, Microsoft Word, Excel and Outlook Relevant industry qualifications including degree in Business, Economics, Finance or Commerce, or a Graduate Diploma of Financial Planning Minimum of 3 yearsâ experience working in a similar role Ability to uphold our values and standards in professionalism, respect and performance About First Financial First Financial is a leading wealth management firm with a strong reputation for delivering high-quality strategic advice to clients who value trusted, long-term professional guidance. We are continuing to grow and invest in our people, technology, partnerships and client proposition, creating an environment where advisers can do their best work with strong technical, operational and leadership support around them. Our culture is professional, collaborative and high performing, with a clear focus on delivering exceptional client outcomes, developing our people and building a business that our team are proud to be a part of.
Finance Advisor
Department of Education · Posted 8 days ago
About the role
The purpose of the Finance Advisor role is to support regional budget management processes and to undertake key financial, administrative, compliance and reporting tasks in line with department policy. The role will provide high quality services and support to regional staff and engage collaboratively across regions and central divisions to ensure the integrity and efficiency of financial processes. Glen Waverley (main office), with opportunities to work from other regional and metropolitan offices, including Ringwood, Seymour, Benalla, Shepparton and Wodonga. About the Department The role of the Department of Education is to support Victorians to build prosperous, socially engaged, happy and healthy lives. It does this by supporting lifelong learning and healthy development, strengthening families and helping to equip people with the skills and knowledge for a 21st century economy and society. About the Group Schools and Regional Services (SRS) offers central, regional, and local expertise to enhance learning and development outcomes, supported by a diverse and geographically dispersed workforce. It comprises 17 areas within 4 regions, backed by 5 central office divisions, all collaborating to deliver improved outcomes for early childhood services, schools, communities, and learners, in line with Education State commitments. SRS regions serve as a bridge between the central office, schools, and service providers, ensuring smooth transitions for learners and achieving the department's ambitious targets. Each region includes divisions specialising in school performance, student wellbeing and early childhood support, working with area-based teams to tailor local interventions and practices. The 17 areas provide crucial insights into local trends and issues, facilitating effective policy and program development and driving child and learner outcomes across all services and programs. This role is located in the Regional Finance Unit, Regional Operations Branch, North Eastern Victoria Region Region, SRS. The role reports to the Regional Finance Manager and the team are responsible for the resource management, ensuring compliance of all relevant policies and procedures, and providing financial advice and options to financial delegates across the region. About the Role The purpose of the Finance Officer role is to support regional budget management processes and to undertake key financial, administrative, compliance and reporting tasks in line with department policy. The role will provide high quality services and support to regional staff and engage collaboratively across regions and central divisions to ensure the integrity and efficiency of financial processes. The role is critical to the effective operations of the region. It will involve periods of sustained independent work, as well as engagement with regional staff and key central divisions. It demands high levels accountability and integrity and the ability to support staff to improve their financial and operational capabilities. The Regional Finance Officer's tasks include: Financial reporting, including tracking regional budgets, expenditure and forecasting. Data collection, analysis and reporting. Supporting the Regional Finance Manager with administration tasks including processing accounts, journals, budget preparation and budget monitoring. Supporting financial governance processes, including the establishment and disestablishment of schools. Support to workforce and people resources management. Maintaining and improving processes, procedures and non-compliance controls within the scope of role. Attributes Creative problem solving, with high level conceptual and analytical skills. Build and maintain relationships with staff across all levels, including executive class, and ability to discuss budget outcomes and provide support to financial delegates. Attention to detail and ability to work with large data files and maintain accurate record keeping. Understanding that work may include gaining knowledge, and participating in, procurement activities and workforce data management. Qualifications and Experience Tertiary qualifications in business, accounting, finance, commerce or equivalent (desirable) Intermediate to advanced skills in Microsoft Excel and exposure to Power BI or similar data visualisation software (essential) How to Apply Applicants, please see attached position description for further information and submit the following: A cover letter addressing the Key Selection Criteria (maximum of two pages) and; A current resume outlining your qualifications and experience. Further Information For more details regarding this position please see attached position description for the capabilities to address in application. The department values diversity and inclusion in all forms - gender, religion, ethnicity, LGBTIQ, disability and neurodiversity. Aboriginal and Torres Strait Islander candidates are strongly encouraged to apply. For more information about our work, working for the Department, diversity and inclusion, and our employment conditions visit the Department website and our Diversity and Inclusion page Applicants requiring adjustments can contact the nominated contact person. Information about the Department of Education's operations and employment conditions can be located at www.education.vic.gov.au . For further information pertaining to the role, please contact Laura Madden â Regional Finance Manager â [email protected] Preferred applicants may be required to complete a police check and may be subject to other pre-employment checks. Information provided to the Department of Education will be treated in the strictest confidence. Please let us know via phone or email if you require any adjustments to ensure your full participation in the recruitment process or if you need the ad or any attachments in an accessible format (e.g large print) due to any viewing difficulties or other accessibility requirements. Applications close 11:59pm on Monday 2 November 2026.
Financial Adviser - Bundaberg
Voyager Recruitment · Posted 8 days ago
About the role
About the Company With offices in Bundaberg and Brisbane, our Client is a leading self-licensed financial advice firm that helps clients navigate financial decisions at different stages of life, with services that span superannuation, retirement planning, investments, wealth protection, self-managed superannuation, debt management and estate planning considerations. The firmâs approach centres on understanding each clientâs circumstances, developing tailored strategies and providing ongoing reviews as their needs evolve. The Role Oversee and build trusted relationships with an existing portfolio of pre-retiree Clients Develop and present appropriate financial strategies in clear, practical language Guide clients through implementation and ongoing advice reviews Maintain accurate client records and high standards of advice documentation and compliance Work with colleagues and other professional advisers to coordinate client outcomes Identify opportunities to assist clients with changing or additional advice needs About you You are a thoughtful, professional Adviser who listens carefully, communicates clearly and follows through on commitments. You will be interested in dealing with pre-retiree Clients with wealth of $1million and above and have at least four years experience as an Adviser coupled with appropriate qualifications, professional and regulatory requirements applicable to adviser status. Benefits on offer This role offers the opportunity to do meaningful work by helping people understand their options, navigate important decisions and move towards greater financial confidence. On offer is the opportunity to earn $200,000 - $300,000 per annum inclusive of base salary, super and bonuses. A collaborative company culture, full administrative support and the opportunity to become a shareholder all await the successful Candidate. Contact Daniel Jensen 0401 238 901 [email protected] www.voyagerrecruitment.com.au
Finance Advisor
Victorian Government · Posted 9 days ago
About the role
Glen Waverley (main office), with opportunities to work from other regional and metropolitan offices, including Ringwood, Seymour, Benalla, Shepparton and Wodonga. About the Department The role of the Department of Education is to support Victorians to build prosperous, socially engaged, happy and healthy lives. It does this by supporting lifelong learning and healthy development, strengthening families and helping to equip people with the skills and knowledge for a 21st century economy and society. About the Group Schools and Regional Services (SRS) offers central, regional, and local expertise to enhance learning and development outcomes, supported by a diverse and geographically dispersed workforce. It comprises 17 areas within 4 regions, backed by 5 central office divisions, all collaborating to deliver improved outcomes for early childhood services, schools, communities, and learners, in line with Education State commitments. SRS regions serve as a bridge between the central office, schools, and service providers, ensuring smooth transitions for learners and achieving the department's ambitious targets. Each region includes divisions specialising in school performance, student wellbeing and early childhood support, working with area-based teams to tailor local interventions and practices. The 17 areas provide crucial insights into local trends and issues, facilitating effective policy and program development and driving child and learner outcomes across all services and programs. This role is located in the Regional Finance Unit, Regional Operations Branch, North Eastern Victoria Region Region, SRS. The role reports to the Regional Finance Manager and the team are responsible for the resource management, ensuring compliance of all relevant policies and procedures, and providing financial advice and options to financial delegates across the region. About the Role The purpose of the Finance Officer role is to support regional budget management processes and to undertake key financial, administrative, compliance and reporting tasks in line with department policy. The role will provide high quality services and support to regional staff and engage collaboratively across regions and central divisions to ensure the integrity and efficiency of financial processes. The role is critical to the effective operations of the region. It will involve periods of sustained independent work, as well as engagement with regional staff and key central divisions. It demands high levels accountability and integrity and the ability to support staff to improve their financial and operational capabilities. The Regional Finance Officer's tasks include: * Financial reporting, including tracking regional budgets, expenditure and forecasting. * Data collection, analysis and reporting. * Supporting the Regional Finance Manager with administration tasks including processing accounts, journals, budget preparation and budget monitoring. * Supporting financial governance processes, including the establishment and disestablishment of schools. * Support to workforce and people resources management. * Maintaining and improving processes, procedures and non-compliance controls within the scope of role. Attributes * Creative problem solving, with high level conceptual and analytical skills. * Build and maintain relationships with staff across all levels, including executive class, and ability to discuss budget outcomes and provide support to financial delegates. * Attention to detail and ability to work with large data files and maintain accurate record keeping. * Understanding that work may include gaining knowledge, and participating in, procurement activities and workforce data management. Qualifications and Experience * Tertiary qualifications in business, accounting, finance, commerce or equivalent (desirable) * Intermediate to advanced skills in Microsoft Excel and exposure to Power BI or similar data visualisation software (essential) How to Apply Applicants, please see attached position description for further information and submit the following: * A cover letter addressing the Key Selection Criteria (maximum of two pages) and; * A current resume outlining your qualifications and experience. Further Information For more details regarding this position please see attached position description for the capabilities to address in application. The department values diversity and inclusion in all forms - gender, religion, ethnicity, LGBTIQ, disability and neurodiversity. Aboriginal and Torres Strait Islander candidates are strongly encouraged to apply. For more information about our work, working for the Department, diversity and inclusion, and our employment conditions visit the Department website and our Diversity and Inclusion page Applicants requiring adjustments can contact the nominated contact person. Information about the Department of Education's operations and employment conditions can be located at www.education.vic.gov.au. For further information pertaining to the role, please contact Laura Madden â Regional Finance Manager â [email protected] Preferred applicants may be required to complete a police check and may be subject to other pre-employment checks. Information provided to the Department of Education will be treated in the strictest confidence. Please let us know via phone or email if you require any adjustments to ensure your full participation in the recruitment process or if you need the ad or any attachments in an accessible format (e.g large print) due to any viewing difficulties or other accessibility requirements. Applications close 11:59pm on Monday 2 November 2026.
Assistant Financial Adviser
Recruit Shop · Posted 11 days ago
About the role
Launch Your Career in Financial Advice Are you looking for a rewarding career where you can make a real difference in people's lives? We are looking for a motivated individual to join our client's team in Shepparton . This is a structured career pathway designed to develop you into a qualified Financial Adviser through hands-on experience, mentoring and ongoing professional development. No previous financial planning experience is required, just a genuine interest in helping people achieve their financial goals and a willingness to learn. About The Company Be part of a financial advisory business with genuine scale and reach. They have 16 offices across NSW, VIC and QLD, delivering accounting, tax, bookkeeping, financial planning and SMSF services, backed by modern cloud-based tools and systems. The company believes great advisers are developed through experience, mentoring and continuous learning. With a strong focus on mentoring and professional development, the business prides itself on creating a supportive, collaborative and values-driven working environment. About The Opportunity The primary purpose of this position is to support experienced advisers across all aspects of financial advice while you develop into a qualified Financial Adviser through a structured career pathway. Some of your responsibilities will include: Assisting advisers with preparing financial advice and client strategies Researching superannuation, investment, insurance and retirement planning solutions Preparing client meeting documentation and follow-up correspondence Attending client meetings and taking meeting notes Liaising with clients, product providers and external stakeholders Supporting the implementation of financial advice recommendations Learning compliance and regulatory requirements About You The successful candidate will have: A genuine interest in financial advice and helping clients achieve their goals Strong analytical and problem-solving skills Proficiency in Microsoft Office Strong communication and interpersonal skills, with excellent attention to detail and organisational ability A positive attitude, willingness to learn and a strong work ethic A Bachelorâs degree in Business, Commerce, Finance, Accounting, Economics or a related discipline (desirable, not essential) Whatâs in it for You? Rewarding Career | Make a Real Difference in People's Lives Structured Pathway to Becoming a Financial Adviser One-on-One Mentoring from Experienced Advisers Comprehensive On-the-Job Training Ongoing Professional Development & Support Exposure to a Diverse Range of Clients & Strategies Immediate Start Considered for the Right Candidate Apply today and donât miss the chance to start as soon as possible!
Assistant Financial Adviser
Recruit Shop · Posted 11 days ago
About the role
Launch Your Career in Financial Advice Are you looking for a rewarding career where you can make a real difference in people's lives? We are looking for a motivated individual to join our client's team in Shepparton . This is a structured career pathway designed to develop you into a qualified Financial Adviser through hands-on experience, mentoring and ongoing professional development. No previous financial planning experience is required, just a genuine interest in helping people achieve their financial goals and a willingness to learn. About The Company Be part of a financial advisory business with genuine scale and reach. They have 16 offices across NSW, VIC and QLD, delivering accounting, tax, bookkeeping, financial planning and SMSF services, backed by modern cloud-based tools and systems. The company believes great advisers are developed through experience, mentoring and continuous learning. With a strong focus on mentoring and professional development, the business prides itself on creating a supportive, collaborative and values-driven working environment. About The Opportunity The primary purpose of this position is to support experienced advisers across all aspects of financial advice while you develop into a qualified Financial Adviser through a structured career pathway. Some of your responsibilities will include: Assisting advisers with preparing financial advice and client strategies Researching superannuation, investment, insurance and retirement planning solutions Preparing client meeting documentation and follow-up correspondence Attending client meetings and taking meeting notes Liaising with clients, product providers and external stakeholders Supporting the implementation of financial advice recommendations Learning compliance and regulatory requirements About You The successful candidate will have: A genuine interest in financial advice and helping clients achieve their goals Strong analytical and problem-solving skills Proficiency in Microsoft Office Strong communication and interpersonal skills, with excellent attention to detail and organisational ability A positive attitude, willingness to learn and a strong work ethic A Bachelorâs degree in Business, Commerce, Finance, Accounting, Economics or a related discipline (desirable, not essential) Whatâs in it for You? Rewarding Career | Make a Real Difference in People's Lives Structured Pathway to Becoming a Financial Adviser One-on-One Mentoring from Experienced Advisers Comprehensive On-the-Job Training Ongoing Professional Development & Support Exposure to a Diverse Range of Clients & Strategies Immediate Start Considered for the Right Candidate Apply today and donât miss the chance to start as soon as possible!
Financial Adviser
CFS · Posted 12 days ago
About the role
Description Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom. Your Team The Super Advice team is part of CFS's Customer Office and plays a key role in helping direct customers make informed decisions about their superannuation and retirement. Reporting to the Director, Direct Member Advice Solution we have an incredible opportunity for multiple Financial Adviser roles to join our Super Advice team across Melbourne or Sydney. Our purpose is to improve the financial wellbeing of customers by providing accessible, scalable and high-quality personal advice within the intrafund framework. Through a combination of experienced advisers, contemporary advice technology and data-driven insights, we help customers navigate important financial decisions including investment choice, superannuation contributions, retirement planning and pension commencement. Your Responsibilities Delivery of Financial Advice to CFS Direct Customers covering such needs as investment Advice, optimisation of superannuation contributions, and allocated pension advice. Act in customers' best interests and comply with all legal, regulatory, licensee and CFS requirements. Collaborate with referral channels and business partners to improve customer access to advice. Deliver quality advice to customers leading to higher rates of Customers Satisfaction and Retention Help make quality financial advice more accessible to a greater number of CFS direct customers. Contribute to the ongoing growth and evolution of the Super Advice business by identifying opportunities to improve how advice is delivered, supporting a culture of quality and professionalism, and helping ensure customers receive advice that is both valuable and accessible. Your Capability and Experience Fully qualified under the FASEA educational standards. Three years on the Financial Adviser register, or previously have been on the Financial Adviser register. Current compliance with all continuing professional development and professional standards obligations. Operated as a Strategic Financial Adviser providing advice with respect to Superannuation strategy and retirement income options. Experience providing retail financial advice either comprehensively or as limited scope advice. Ability to build rapport, simplify complex concepts and engage effectively with customers from diverse backgrounds. Demonstrated ability to work effectively within structured advice frameworks, systems and processes. Familiar with intrafund advice principles is highly desirable Customer-focused and outcomes-driven. Exceptional communication and stakeholder management skills Strong judgement and decision-making capability. Curious, adaptable and open to new ways of working. Collaborative and supportive team contributor. What to Expect At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to: Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution Access to 24/7 confidential support covering safety, medical and mental health services Additional leave day to celebrate your birthday Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event Exclusive discounts on retail, travel and entertainment CFS Culture At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential. Apply today and join us in helping Australians to achieve their financial freedom. Please note, CFS requires all candidates to have full work rights in Australia. Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidateâs employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role. This role is based on Gadigal Land (Sydney) or Wurundjeri Woi Wurrung land (Melbourne, VIC).
Financial Investment Advisor - Full-Time, Permanent
RAS MORTGAGE AND ASSET FINANCE PTY LTD · Posted 13 days ago
About the role
About the company RAS Mortgage and Asset Finance Pty Ltd is an Australian financial services provider specialising in mortgage broking, lending solutions, and personalised financial advice. The company supports individuals and businesses by offering tailored home loan, investment loan, and refinancing options, with a strong focus on compliance, transparency, and customer service. With a reputation for reliability and professional guidance, RAS Finance helps clients achieve their financial goals while ensuring all services meet Australian regulatory standards. Role overview The Financial Investment Advisor role exists to provide clients with tailored financial guidance and investment strategies that align with their personal and business goals. The position ensures compliance with Australian financial regulations while delivering professional advice on mortgages, asset finance, wealth management, and investment opportunities. Key responsibilities Assess clientsâ financial circumstances, goals, and risk tolerance to design tailored investment strategies. Provide professional advice on mortgages, asset finance, superannuation, retirement planning, and wealth management. Recommend diversified portfolios and suitable financial products that align with regulatory standards. Prepare compliant Statements of Advice (SOA) and maintain accurate client records. Monitor economic trends, market conditions, and legislative changes to update client strategies. Review and adjust investment plans regularly to ensure ongoing suitability and performance. Educate clients on financial options, risks, and longâterm planning to support informed decisionâmaking. Collaborate with internal teams to deliver seamless financial services and client support. Manage client relationships with transparency and integrity, ensuring trust and satisfaction. Qualifications and skills Education Bachelorâs degree in Finance, Economics, Accounting, or a related discipline. Postgraduate qualifications in Financial Planning or Investment Management are preferred . Experience Minimum of 2-3 yearsâ experience in financial advisory, investment planning, or mortgage/asset finance. Demonstrated ability to manage client portfolios and deliver tailored financial solutions. Skills & Competencies Strong analytical ability to assess financial data and market trends. Excellent knowledge of investment products, superannuation, and wealth management strategies.
Senior Financial Adviser
Marsh McLennan · Posted 13 days ago
About the role
Company: Marsh Description: We are seeking a talented individual to join our Marsh Financial Advice team at Marsh as a Senior Comprehensive Financial Adviser working in our Sydney office. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Comprehensive Financial Adviser â Marsh Financial Advice Marsh Financial Advice helps clients make informed decisions about their financial future through personalised advice and tailored planning. In this role, you will support high-net-worth clients with practical financial strategies, build trusted relationships and contribute to the delivery of clear, compliant and client-focused advice. You will join a collaborative team that values professionalism, care and meaningful client outcomes. Our Financial advisers specialise and provide full Comprehensive advice in all areas of advice including: Superannuation Retirement planning Investment advice SMSF advice Defined benefit At Marsh Financial Advice, we help clients achieve their financial goals through personalised advice and comprehensive planning, delivering tailored solutions that align with each clientâs needs and aspirations. We will count on you to: Develop and implement comprehensive financial plans tailored to clientsâ goals, risk tolerance and financial circumstances. Advise high-net-worth clients on investments, retirement planning, tax strategies, estate planning, insurance and other financial products. Build and maintain strong, long-term client relationships through regular reviews and proactive communication. Analyse client financial data and collaborate with accountants, lawyers and tax specialists to deliver holistic solutions. Stay current with market trends, financial products and regulatory changes while meeting business development and compliance targets. What you need to have: Bachelorâs or Masterâs degree in Finance, Economics, Financial Advice, Business or a related field; CFP, CFA or equivalent highly preferred. 5â7 yearsâ experience in financial advisory or wealth management, including managing high-net-worth portfolios. Deep technical knowledge of investment products, financial markets, tax laws and retirement planning. Excellent interpersonal and communication skills with proven ability to explain complex concepts clearly. Proficiency with financial planning software (Xplan) and CRM systems, strong analytical and problem-solving skills. What makes you stand out: Prior success in achieving business development targets and growing client portfolios. Experience working in an advisory team that delivers integrated advice with external specialists. Advanced or specialist credentials beyond core qualifications (e.g., SMSF accreditation, advanced tax/estate planning). Demonstrated track record advising high-net-worth individuals and delivering bespoke wealth strategies. Prior leadership skills and contribution to growth in business. Why join our team: We are a global business with broad career opportunities and the scale to support your growth You will join a highly connected Marsh team, with access to dedicated senior executives, specialist internal support and a collaborative way of working that enables you to deliver exceptional advice and outcomes for clients. We invest in our people through professional development, mentorship, recognition, and progression opportunities across a global organisation You will be part of a workplace that values inclusion, collaboration, and long-term growth We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities We help you be your best through professional development opportunities, interesting work, supportive leaders, and benefits that support your well-being, including income protection, salary continuance insurance, parental leave, flexible working, purchased annual leave, and discounted financial advice Additional benefits include access to salary packaging and novated lease options, discounted private health insurance, wellbeing reimbursement, employee assistance support, and volunteer and recognition initiatives About Marsh: Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one âanchor dayâ per week on which their full team will be together in person.
Senior Financial Adviser
Marsh McLennan · Posted 13 days ago
About the role
Company: Marsh Description: We are seeking a talented individual to join our Marsh Financial Advice team at Marsh as a Senior Comprehensive Financial Adviser working in our Sydney office. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Comprehensive Financial Adviser â Marsh Financial Advice Marsh Financial Advice helps clients make informed decisions about their financial future through personalised advice and tailored planning. In this role, you will support high-net-worth clients with practical financial strategies, build trusted relationships and contribute to the delivery of clear, compliant and client-focused advice. You will join a collaborative team that values professionalism, care and meaningful client outcomes. Our Financial advisers specialise and provide full Comprehensive advice in all areas of advice including: Superannuation Retirement planning Investment advice SMSF advice Defined benefit At Marsh Financial Advice, we help clients achieve their financial goals through personalised advice and comprehensive planning, delivering tailored solutions that align with each clientâs needs and aspirations. We will count on you to: Develop and implement comprehensive financial plans tailored to clientsâ goals, risk tolerance and financial circumstances. Advise high-net-worth clients on investments, retirement planning, tax strategies, estate planning, insurance and other financial products. Build and maintain strong, long-term client relationships through regular reviews and proactive communication. Analyse client financial data and collaborate with accountants, lawyers and tax specialists to deliver holistic solutions. Stay current with market trends, financial products and regulatory changes while meeting business development and compliance targets. What you need to have: Bachelorâs or Masterâs degree in Finance, Economics, Financial Advice, Business or a related field; CFP, CFA or equivalent highly preferred. 5â7 yearsâ experience in financial advisory or wealth management, including managing high-net-worth portfolios. Deep technical knowledge of investment products, financial markets, tax laws and retirement planning. Excellent interpersonal and communication skills with proven ability to explain complex concepts clearly. Proficiency with financial planning software (Xplan) and CRM systems, strong analytical and problem-solving skills. What makes you stand out: Prior success in achieving business development targets and growing client portfolios. Experience working in an advisory team that delivers integrated advice with external specialists. Advanced or specialist credentials beyond core qualifications (e.g., SMSF accreditation, advanced tax/estate planning). Demonstrated track record advising high-net-worth individuals and delivering bespoke wealth strategies. Prior leadership skills and contribution to growth in business. Why join our team: We are a global business with broad career opportunities and the scale to support your growth You will join a highly connected Marsh team, with access to dedicated senior executives, specialist internal support and a collaborative way of working that enables you to deliver exceptional advice and outcomes for clients. We invest in our people through professional development, mentorship, recognition, and progression opportunities across a global organisation You will be part of a workplace that values inclusion, collaboration, and long-term growth We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities We help you be your best through professional development opportunities, interesting work, supportive leaders, and benefits that support your well-being, including income protection, salary continuance insurance, parental leave, flexible working, purchased annual leave, and discounted financial advice Additional benefits include access to salary packaging and novated lease options, discounted private health insurance, wellbeing reimbursement, employee assistance support, and volunteer and recognition initiatives About Marsh: Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one âanchor dayâ per week on which their full team will be together in person.
Financial Adviser
Rest · Posted 14 days ago
About the role
Company Description Weâve been around since 1988, and today weâre one of Australiaâs largest profitâtoâmember super funds. That means everything we do is focused on delivering better outcomes for our members â not shareholders. Closing date: 27th October 2026 Please note Rest does not accept speculative resumes from recruitment agencies Rest will review applications prior to the closing date and may close the role earlier Job Description Our Advice Team is Growing! Join Rest, a leading profit to member, super fund thatâs actively investing in our advice capability Help everyday Australians improve their financial position and prepare for retirement No revenue targets, less administration and more time helping members to achieve better financial outcomes! Location - Sydney, Melbourne or Brisbane CBD Office Genuine hybrid working, great flexibility and lots of wellbeing benefits At Rest, we help more than 2 million Australians to build a better financial future. With around $112 billion in funds under management, we focus on delivering strong long-term outcomes for our members â from their first job through to retirement*. Your best at Rest means focusing on what matters, being trusted to get on with it, and knowing your work genuinely makes a difference. Thatâs how we operate every day, guided by our values: Be Daring, Keep It Simple, Take Action and Have Grit . Join us as a Join us as a Financial Adviser, where you will provide personalised superannuation, insurance and retirement advice that genuinely improves our members' financial wellbeing. You will have the opportunity to focus on what matters most: engaging work, building trusted relationshipsrapport with Rest members and delivering quality advice. This is your opportunity to make a real contribution to the financial wellbeing of millions of Australians; plus, as we continue to grow our team, we will support your career development as we focus on promoting from within. What you'll do You'll work with members and their families to understand their goals and provide high-quality intra-fund and non-intra-fund advice that puts their interests first. Working across phone, video and face-to-face channels, you'll guide members through the advice process from initial engagement through to implementation where required. You'll also: Deliver compliant, member-focused superannuation, insurance and retirement advice Identify members' broader financial planning needs and provide the appropriate level of service Build strong relationships through engagingtrusted engaging interactions, personalised to our member interactionss Prepare high-quality advice documentation and support implementation outcomes Participate in proactive member education and advice initiatives Stay up to date with legislative, industry and product developments Contribute to the ongoing evolution of our advice offering and technology solutions With modern advice systems that reduce administration and a profit-to-member model where members always come first, you'll be empowered to make a meaningful impact every day. Qualifications You'll be an experienced Financial Adviser who enjoys building relationships, simplifying complex financial information and helping people make confident financial decisions. You'll bring: Financial planning qualifications (must meet all FASEA requirements) Completion of your Professional Year Current ASIC Adviser Register status Ongoing CPD Compliance A genuine passion for delivering outstanding member outcomes Experience using financial planning technology and advice software Note, given the Advice team is growing, please do not hesitate to apply if you would like to be considered for a Senior Financial Adviser or Intra-Fund Adviser role as excitingly we will have both permanent and contract opportunities available in the near future. Additional Information . What you'll find at Rest Hybrid working 5 Rest Days (wellbeing days) each year in addition to annual leave Eligible employees are entitled to 22 weeks paid parental leave (gender neutral) Continued super contributions during parental leave Learning and development opportunities, including AI & Data Academy, leadership programs, LinkedIn Learning, study assistance and professional memberships Income Protection Insurance Option to purchase additional leave Recognition through our Rest Excellence Awards If you share our values and this sounds like the kind of place youâd do your best work, weâd like to hear from you. Apply now . Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best. We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks. We welcome applications from all candidates. To be considered, you will need the right to work in Australia. *Funds under management as at 30 June 2026. Rest is recognised as a superannuation leader across a range of areas including performance, responsible investment and member value. Find out more at https://rest.com.au/why-rest/awards .
Senior Financial Advisor
Viridian Financial Group Limited · Posted 14 days ago
About the role
At Viridian Advisory, we believe great Advice starts with a great relationship. Our Advisors walk alongside clients through every season of life, helping them discover what truly matters, building strategies that reflect those priorities, and adjusting the plan as life evolves. We are growing rapidly and thoughtfully, with an exciting 5 year plan and a nationwide footprint across 30 offices. The Opportunity Based in our stunning Melbourne CBD office, you will deliver high quality, Financial Advice to clients, while also welcoming new relationships as our business continues to expand. This isnât just advice; itâs being part of the engine room of a national specialist network, working closely with investment teams, lending experts and fellow Advisors to deliver truly integrated outcomes. You will be their trusted partner: helping clients clarify aspirations crafting thoughtful strategies implementing advice with precision reviewing and refining their plan as life evolves You will be supported by a strong local team and national specialists across investments and lending, allowing you to focus on what you do best â advice and relationships. What You Will Do Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations Maintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviews Identify opportunities to enhance client outcomes using Viridianâs lending, investment management and digital solutions Build new client relationships through referrals, networking and natural business development Stay current with market trends, product knowledge and regulatory requirements Collaborate with accountants, solicitors and mortgage brokers to deliver integrated, high quality advice Qualifications & Experience Minimum 5 yearsâ experience as a Financial Advisor Full FASEA compliance Strong understanding of legislative and regulatory requirements Experience with Xplan (ideal) and strong Microsoft Office skills Excellent communication and relationship management abilities Comfortable working autonomously while supported by a collaborative team Integrity, professionalism and a genuine client first mindset Life at Viridian We are proud of our collaborative, inclusive culture that is grounded in human connection. When you join us, you will enjoy: Birthday Leave and a Wellness Day Flexible work arrangements, including work from home 13 weeksâ Primary Carerâs Leave Novated car leasing options Participation in the Viridian Team Community Program Discounted Medibank Corporate Health Cover Employee Assistance Program (EAP) for you and your family To Apply We warmly welcome candidates who meet the above points under âknowledge, skills & experienceâ to apply. Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Friday 13th November 2026, 9.00pm, however shortlisting will commence immediately. At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.
Senior Financial Advisor
Viridian Financial Group Limited · Posted 14 days ago
About the role
At Viridian Advisory, we believe great Advice starts with a great relationship. Our Advisors walk alongside clients through every season of life, helping them discover what truly matters, building strategies that reflect those priorities, and adjusting the plan as life evolves. We are growing rapidly and thoughtfully, with an exciting 5 year plan and a nationwide footprint across 30 offices. The Opportunity Based in our stunning Melbourne CBD office, you will deliver high quality, Financial Advice to clients, while also welcoming new relationships as our business continues to expand. This isnât just advice; itâs being part of the engine room of a national specialist network, working closely with investment teams, lending experts and fellow Advisors to deliver truly integrated outcomes. You will be their trusted partner: helping clients clarify aspirations crafting thoughtful strategies implementing advice with precision reviewing and refining their plan as life evolves You will be supported by a strong local team and national specialists across investments and lending, allowing you to focus on what you do best â advice and relationships. What You Will Do Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations Maintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviews Identify opportunities to enhance client outcomes using Viridianâs lending, investment management and digital solutions Build new client relationships through referrals, networking and natural business development Stay current with market trends, product knowledge and regulatory requirements Collaborate with accountants, solicitors and mortgage brokers to deliver integrated, high quality advice Qualifications & Experience Minimum 5 yearsâ experience as a Financial Advisor Full FASEA compliance Strong understanding of legislative and regulatory requirements Experience with Xplan (ideal) and strong Microsoft Office skills Excellent communication and relationship management abilities Comfortable working autonomously while supported by a collaborative team Integrity, professionalism and a genuine client first mindset Life at Viridian We are proud of our collaborative, inclusive culture that is grounded in human connection. When you join us, you will enjoy: Birthday Leave and a Wellness Day Flexible work arrangements, including work from home 13 weeksâ Primary Carerâs Leave Novated car leasing options Participation in the Viridian Team Community Program Discounted Medibank Corporate Health Cover Employee Assistance Program (EAP) for you and your family To Apply We warmly welcome candidates who meet the above points under âknowledge, skills & experienceâ to apply. Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Friday 13th November 2026, 9.00pm, however shortlisting will commence immediately. At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.
Financial Adviser
Rest · Posted 15 days ago
About the role
Job Description Our Advice Team is Growing! Join Rest, a leading profit to member, super fund thatâs actively investing in our advice capability Help everyday Australians improve their financial position and prepare for retirement No revenue targets, less administration and more time helping members to achieve better financial outcomes! Location - Sydney, Melbourne or Brisbane CBD Office Genuine hybrid working, great flexibility and lots of wellbeing benefits At Rest, we help more than 2 million Australians to build a better financial future. With around $112 billion in funds under management, we focus on delivering strong long-term outcomes for our members â from their first job through to retirement*. Your best at Rest means focusing on what matters, being trusted to get on with it, and knowing your work genuinely makes a difference. Thatâs how we operate every day, guided by our values: Be Daring, Keep It Simple, Take Action and Have Grit . Join us as a Join us as a Financial Adviser, where you will provide personalised superannuation, insurance and retirement advice that genuinely improves our members' financial wellbeing. You will have the opportunity to focus on what matters most: engaging work, building trusted relationshipsrapport with Rest members and delivering quality advice. This is your opportunity to make a real contribution to the financial wellbeing of millions of Australians; plus, as we continue to grow our team, we will support your career development as we focus on promoting from within. What you'll do You'll work with members and their families to understand their goals and provide high-quality intra-fund and non-intra-fund advice that puts their interests first. Working across phone, video and face-to-face channels, you'll guide members through the advice process from initial engagement through to implementation where required. You'll also: Deliver compliant, member-focused superannuation, insurance and retirement advice Identify members' broader financial planning needs and provide the appropriate level of service Build strong relationships through engagingtrusted engaging interactions, personalised to our member interactionss Prepare high-quality advice documentation and support implementation outcomes Participate in proactive member education and advice initiatives Stay up to date with legislative, industry and product developments Contribute to the ongoing evolution of our advice offering and technology solutions With modern advice systems that reduce administration and a profit-to-member model where members always come first, you'll be empowered to make a meaningful impact every day.
Financial Adviser â Remote
PictureWealth · Posted 15 days ago
About the role
Work hybrid from Broadbeach, Brisbane, Adelaide or Perth, or fully remote from anywhere in Australia Eligibility to participate in our Sales Incentive Scheme Focus on client conversations, supported by specialist administration, compliance and implementation teams About us At PictureWealth, we believe more people deserve access to quality financial advice. Our mission is simple: More Advice to More Lives . We help everyday Australians create a clear and confident picture of their financial future by combining experienced advisers, specialist support teams and smart technology. With offices across Broadbeach, Brisbane, Adelaide, Perth, regional Victoria, and remote team members across Australia, weâre growing quickly and continuing to make advice more accessible, practical and impactful. About the role Weâre growing our scaled advice team and are looking for passionate Financial Advisers who want to make a meaningful impact. This role is focused on providing high-quality, phone-based advice across Superannuation and Insurance , supported by strong processes, specialist teams and modern technology. As a Financial Adviser in our scaled advice team, youâll focus on what matters most: understanding client needs, building trust and delivering clear, appropriate advice. Youâll be supported by administration, compliance and implementation teams, allowing you to spend more time with clients and less time on unnecessary manual work. This is a great opportunity for an adviser who enjoys client conversations, values quality advice, and wants to be part of a growing business that is making advice more accessible. Location This role can be based: Hybrid from one of our offices in Broadbeach, Brisbane, Adelaide or Perth Fully remote from anywhere in Australia What youâll be doing In this role, youâll: Provide professional, engaging and client-focused financial advice over the phone Deliver advice across Superannuation, Insurance, and retirement planning Complete client reviews and assess changes in client circumstances Prepare and review advice recommendations to ensure they are appropriate, accurate and compliant Build trusted relationships with clients and help them take action with confidence Work closely with our support, compliance and implementation teams to deliver strong client outcomes Support Associate Advisers through guidance, coaching and knowledge sharing where required About you Youâll be a strong fit for this role if you: Are currently authorised as a Financial Adviser and listed on the Financial Adviser Register Meet current professional standards, including education, exam and CPD requirements Have at least 3 yearsâ experience in financial planning or financial advice Have strong technical knowledge across Superannuation and Insurance Communicate clearly and confidently, both verbally and in writing Have high attention to detail and a strong commitment to compliant, quality advice Enjoy building rapport with clients and helping them understand their options Are comfortable working in a structured, fast-paced and technology-enabled advice environment Why join PictureWealth? At PictureWealth, youâll be part of a growing advice business that combines human expertise, smart technology and strong support systems to deliver advice at scale. Youâll benefit from: Competitive remuneration aligned to your skills and experience Eligibility to participate in our Sales Incentive Scheme , subject to scheme rules Flexible work options , including hybrid and fully remote arrangements A strong support model , including client experience, advice production, administration, compliance and implementation support Modern advice technology and systems designed to support efficient advice delivery Learning and development opportunities to support your ongoing professional growth A collaborative and supportive team culture Office perks and team connection , including great office locations, coffee, snacks and regular social events Apply now If youâre a Financial Adviser who wants to help more Australians access quality advice, weâd love to hear from you. Apply now or contact [email protected] for a confidential discussion.
Financial Adviser â Remote
PictureWealth · Posted 15 days ago
About the role
Work hybrid from Broadbeach, Brisbane, Adelaide or Perth, or fully remote from anywhere in Australia Eligibility to participate in our Sales Incentive Scheme Focus on client conversations, supported by specialist administration, compliance and implementation teams About us At PictureWealth, we believe more people deserve access to quality financial advice. Our mission is simple: More Advice to More Lives . We help everyday Australians create a clear and confident picture of their financial future by combining experienced advisers, specialist support teams and smart technology. With offices across Broadbeach, Brisbane, Adelaide, Perth, regional Victoria, and remote team members across Australia, weâre growing quickly and continuing to make advice more accessible, practical and impactful. About the role Weâre growing our scaled advice team and are looking for passionate Financial Advisers who want to make a meaningful impact. This role is focused on providing high-quality, phone-based advice across Superannuation and Insurance , supported by strong processes, specialist teams and modern technology. As a Financial Adviser in our scaled advice team, youâll focus on what matters most: understanding client needs, building trust and delivering clear, appropriate advice. Youâll be supported by administration, compliance and implementation teams, allowing you to spend more time with clients and less time on unnecessary manual work. This is a great opportunity for an adviser who enjoys client conversations, values quality advice, and wants to be part of a growing business that is making advice more accessible. Location This role can be based: Hybrid from one of our offices in Broadbeach, Brisbane, Adelaide or Perth Fully remote from anywhere in Australia What youâll be doing In this role, youâll: Provide professional, engaging and client-focused financial advice over the phone Deliver advice across Superannuation, Insurance, and retirement planning Complete client reviews and assess changes in client circumstances Prepare and review advice recommendations to ensure they are appropriate, accurate and compliant Build trusted relationships with clients and help them take action with confidence Work closely with our support, compliance and implementation teams to deliver strong client outcomes Support Associate Advisers through guidance, coaching and knowledge sharing where required About you Youâll be a strong fit for this role if you: Are currently authorised as a Financial Adviser and listed on the Financial Adviser Register Meet current professional standards, including education, exam and CPD requirements Have at least 3 yearsâ experience in financial planning or financial advice Have strong technical knowledge across Superannuation and Insurance Communicate clearly and confidently, both verbally and in writing Have high attention to detail and a strong commitment to compliant, quality advice Enjoy building rapport with clients and helping them understand their options Are comfortable working in a structured, fast-paced and technology-enabled advice environment Why join PictureWealth? At PictureWealth, youâll be part of a growing advice business that combines human expertise, smart technology and strong support systems to deliver advice at scale. Youâll benefit from: Competitive remuneration aligned to your skills and experience Eligibility to participate in our Sales Incentive Scheme , subject to scheme rules Flexible work options , including hybrid and fully remote arrangements A strong support model , including client experience, advice production, administration, compliance and implementation support Modern advice technology and systems designed to support efficient advice delivery Learning and development opportunities to support your ongoing professional growth A collaborative and supportive team culture Office perks and team connection , including great office locations, coffee, snacks and regular social events Apply now If youâre a Financial Adviser who wants to help more Australians access quality advice, weâd love to hear from you. Apply now or contact [email protected] for a confidential discussion.
Financial Adviser
Murray Nankivell · Posted 18 days ago
About the role
FINANCIAL ADVISER About us Murray Nankivell is a privately owned and run business in Regional SA. Murray Nankivell provides a broad range of professional services across Accounting, Business Consulting and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisers who hold an Australian Financial Services Licence. Murray Nankivell are committed to forming close partnerships with our clients, enabling us to understand their unique situation and customise the assistance we provide to suit their requirements. Why join us âą Exceptional income potential â we offer up to $150,000 per annum. âą We have a strong focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work. âą We are an extremely successful firm, with a large and high-quality customer base. This enables us to provide direct referrals from our accounting customer-base. About the role We have a great new opportunity for a passionate and highly driven Financial Adviser with direct equities investment and SMSF experience, to join our team. The successful candidate can work out of any one of our three full time offices; Murray Bridge, Bordertown or Naracoorte. Our support team for Financial Planning are in Naracoorte. All induction and training will be conducted from this office. The successful candidate would need to work from this location for induction, to establish rapport and strong working relationships and complete familiarisation with systems and processes. Ongoing travel will be required to cover our client base in the South East, Murraylands and Western Victoria, collegiately with other internal Advisers. You are not required to bring new clients, but to succeed in the role, you will have the ability to source new clients. Key Responsibilities âą Collaborate with financial planning and accounting teams to identify opportunities and provide holistic wealth advice to clients with a variety of wealth needs âą Undertake quality consultative conversations with clients to understand their needs and provide personalised financial advice âą Assist clients with often complex decisions around the best way to protect and grow their wealth and structure their investments âą Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business âą Strict adherence to Risk, Compliance and Advice processes and protocols About you Minimum educational requirements âą Undergraduate or postgraduate degree qualification that meets the requirement of FASEA Practical experience âą Minimum 3 years of financial planner experience providing holistic advice to clients (face-to-face) âą Experience with SMSF and direct equities investments would be an advantage but not essential Knowledge and skill âą Solid understanding of tax, superannuation, retirement income streams, investments and social security âą Good knowledge of retirement strategies, direct equities, managed investments and personal risk/insurance advice âą Excellent interpersonal and communication skills, including the ability to communicate complex scenarios in a manner that is engaging and allows for the client to get it âą Specialist qualifications in SMSFâs would be an advantage âą Previous experience with Xplan financial planning software preferred but not essential To make confidential enquiries call Tony Bedworth on (08) 8765 7777
Financial Adviser
Murray Nankivell · Posted 18 days ago
About the role
FINANCIAL ADVISER About us Murray Nankivell is a privately owned and run business in Regional SA. Murray Nankivell provides a broad range of professional services across Accounting, Business Consulting and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisers who hold an Australian Financial Services Licence. Murray Nankivell are committed to forming close partnerships with our clients, enabling us to understand their unique situation and customise the assistance we provide to suit their requirements. Why join us âą Exceptional income potential â we offer up to $150,000 per annum. âą We have a strong focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work. âą We are an extremely successful firm, with a large and high-quality customer base. This enables us to provide direct referrals from our accounting customer-base. About the role We have a great new opportunity for a passionate and highly driven Financial Adviser with direct equities investment and SMSF experience, to join our team. The successful candidate can work out of any one of our three full time offices; Murray Bridge, Bordertown or Naracoorte. Our support team for Financial Planning are in Naracoorte. All induction and training will be conducted from this office. The successful candidate would need to work from this location for induction, to establish rapport and strong working relationships and complete familiarisation with systems and processes. Ongoing travel will be required to cover our client base in the South East, Murraylands and Western Victoria, collegiately with other internal Advisers. You are not required to bring new clients, but to succeed in the role, you will have the ability to source new clients. Key Responsibilities âą Collaborate with financial planning and accounting teams to identify opportunities and provide holistic wealth advice to clients with a variety of wealth needs âą Undertake quality consultative conversations with clients to understand their needs and provide personalised financial advice âą Assist clients with often complex decisions around the best way to protect and grow their wealth and structure their investments âą Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business âą Strict adherence to Risk, Compliance and Advice processes and protocols About you Minimum educational requirements âą Undergraduate or postgraduate degree qualification that meets the requirement of FASEA Practical experience âą Minimum 3 years of financial planner experience providing holistic advice to clients (face-to-face) âą Experience with SMSF and direct equities investments would be an advantage but not essential Knowledge and skill âą Solid understanding of tax, superannuation, retirement income streams, investments and social security âą Good knowledge of retirement strategies, direct equities, managed investments and personal risk/insurance advice âą Excellent interpersonal and communication skills, including the ability to communicate complex scenarios in a manner that is engaging and allows for the client to get it âą Specialist qualifications in SMSFâs would be an advantage âą Previous experience with Xplan financial planning software preferred but not essential To make confidential enquiries call Tony Bedworth on (08) 8765 7777
Financial Adviser
VISIS Private Wealth · Posted 18 days ago
About the role
Role Summary We are seeking an enthusiastic and driven Associate Adviser to join our dynamic wealth management team at VISIS Private Wealth in Brisbane. As an Associate Adviser, you will be mentored by one of our Partners who is a successful Financial Adviser. You will play a key role in providing comprehensive wealth management advice and service to our valued clients. Responsibilities Working within a team of 7 dedicated to serving executive and HNW clients Conducting thorough financial reviews and analysis to understand clientsâ unique financial goals and needs Preparing and presenting holistic financial plans and recommendations to clients Assisting with the implementation and ongoing monitoring of client portfolios and wealth management strategies Contributing to the development of financial planning tools, templates, and resources Maintain up-to-date knowledge of financial regulations, products, and industry trends Providing exceptional client service and building long-lasting relationships with our clients What weâre looking for Tertiary qualification in finance, accounting, or a related field Completion of, or progress towards, a relevant financial planning qualification 2 years of experience in a financial planning or wealth management role Strong analytical and problem-solving skills with the ability to interpret complex financial information Excellent communication and presentation skills, with the ability to explain financial concepts to clients A genuine passion for helping clients achieve their financial goals A commitment to staying up-to-date with industry regulations and best practices What we offer At VISIS Private Wealth, we are committed to providing our employees with a supportive and rewarding work environment. We offer a competitive salary, opportunities for professional development and a range of other employment benefits. More About us VISIS Private Wealth is a leading wealth management firm that has been helping individuals and families achieve their financial goals for the past 24 years. We are dedicated to providing personalised, holistic financial advice that empowers our clients to make informed decisions and secure their financial futures. Our team of experienced financial advisers are committed to delivering expert advice, exceptional service and building long-term relationships with our clients. To be considered for this role email [email protected]
Financial Adviser
VISIS Private Wealth · Posted 18 days ago
About the role
Role Summary We are seeking an enthusiastic and driven Associate Adviser to join our dynamic wealth management team at VISIS Private Wealth in Brisbane. As an Associate Adviser, you will be mentored by one of our Partners who is a successful Financial Adviser. You will play a key role in providing comprehensive wealth management advice and service to our valued clients. Responsibilities Working within a team of 7 dedicated to serving executive and HNW clients Conducting thorough financial reviews and analysis to understand clientsâ unique financial goals and needs Preparing and presenting holistic financial plans and recommendations to clients Assisting with the implementation and ongoing monitoring of client portfolios and wealth management strategies Contributing to the development of financial planning tools, templates, and resources Maintain up-to-date knowledge of financial regulations, products, and industry trends Providing exceptional client service and building long-lasting relationships with our clients What weâre looking for Tertiary qualification in finance, accounting, or a related field Completion of, or progress towards, a relevant financial planning qualification 2 years of experience in a financial planning or wealth management role Strong analytical and problem-solving skills with the ability to interpret complex financial information Excellent communication and presentation skills, with the ability to explain financial concepts to clients A genuine passion for helping clients achieve their financial goals A commitment to staying up-to-date with industry regulations and best practices What we offer At VISIS Private Wealth, we are committed to providing our employees with a supportive and rewarding work environment. We offer a competitive salary, opportunities for professional development and a range of other employment benefits. More About us VISIS Private Wealth is a leading wealth management firm that has been helping individuals and families achieve their financial goals for the past 24 years. We are dedicated to providing personalised, holistic financial advice that empowers our clients to make informed decisions and secure their financial futures. Our team of experienced financial advisers are committed to delivering expert advice, exceptional service and building long-term relationships with our clients. To be considered for this role email [email protected]
Financial Adviser
Ironbark Financial Group · Posted 19 days ago
About the role
Summary: As a Financial Adviser in Hobart, Tasmania, you will play a crucial role in guiding clients through their financial decisions, helping them to achieve their financial goals. This permanent, full-time position within the financial services industry requires a mid-senior level of experience, where you will leverage your expertise to provide tailored financial advice and build lasting client relationships. Your contributions will be vital in enhancing our clientsâ financial wellbeing and driving the success of our organisation. Responsibilities: Conduct comprehensive financial assessments for clients to understand their needs and objectives. Develop and implement personalised financial plans that align with clientsâ goals. Provide ongoing support and advice to clients, ensuring they are informed about their financial options. Monitor and review clientsâ financial plans regularly, making adjustments as necessary. Stay updated on industry trends, regulations, and financial products to provide informed advice. Build and maintain strong relationships with clients, ensuring high levels of satisfaction. Collaborate with other financial professionals to deliver holistic financial solutions. Qualifications: Bachelorâs degree in Finance, Business, or a related field. Relevant financial qualifications such as CFP (Certified Financial Planner) or equivalent. A minimum of 5 yearsâ experience in financial advisory or a related role. Strong understanding of financial products, investment strategies, and market trends. Excellent communication and interpersonal skills to build rapport with clients. Proficient in financial planning software and tools. Ability to analyse complex financial information and present it clearly.
Financial Adviser
Ironbark Financial Group · Posted 19 days ago
About the role
Summary: As a Financial Adviser in Hobart, Tasmania, you will play a crucial role in guiding clients through their financial decisions, helping them to achieve their financial goals. This permanent, full-time position within the financial services industry requires a mid-senior level of experience, where you will leverage your expertise to provide tailored financial advice and build lasting client relationships. Your contributions will be vital in enhancing our clientsâ financial wellbeing and driving the success of our organisation. Responsibilities: Conduct comprehensive financial assessments for clients to understand their needs and objectives. Develop and implement personalised financial plans that align with clientsâ goals. Provide ongoing support and advice to clients, ensuring they are informed about their financial options. Monitor and review clientsâ financial plans regularly, making adjustments as necessary. Stay updated on industry trends, regulations, and financial products to provide informed advice. Build and maintain strong relationships with clients, ensuring high levels of satisfaction. Collaborate with other financial professionals to deliver holistic financial solutions. Qualifications: Bachelorâs degree in Finance, Business, or a related field. Relevant financial qualifications such as CFP (Certified Financial Planner) or equivalent. A minimum of 5 yearsâ experience in financial advisory or a related role. Strong understanding of financial products, investment strategies, and market trends. Excellent communication and interpersonal skills to build rapport with clients. Proficient in financial planning software and tools. Ability to analyse complex financial information and present it clearly.
Financial Adviser
Parker Wealth Holdings Pty · Posted 19 days ago
About the role
Financial Adviser Parker Wealth | Canberra Are you a client-focused Financial Adviser looking to take your career to the next level. We are an advisory business that is experiencing strong growth and seeking a person that can make a difference â to the financial well-being of our clients and in our business. For the right candidate, being part of our team means that your future is unlimited. We are offering a very attractive salary (based on experience) and bonus system, dedicated support and the potential for you to realise any career aspirations. Why Parker? Client Experience at the Core: At Parker, advisers are empowered to build and broaden relationships with existing clients, deeply understand their advice needs, and deliver tailored strategies that make a real difference. Service Delivery Excellence: Youâll manage and nurture client relationships, conduct thorough reviews, and ensure advice is both compliant and clearly communicated. Our streamlined processes and support mean you can focus on what matters mostâyour clients. Collaborative Environment: Work alongside experienced advisers, business managers, and support teams. Share insights, participate in business planning, and contribute to the firmâs vision in a supportive, forward-thinking culture. Professional Growth: Maintain and expand your professional competencies with ongoing training, specialist courses, and industry-leading development opportunities. We support your growth and celebrate your achievements. Business Development Opportunities: Actively participate in marketing initiatives, networking and growing your client base and revenue, with the backing of a respected brand. Who Weâre Looking For Experienced advisers with a proven track record in client relationship management and advice delivery. Individuals passionate about delivering exceptional client experiences and contributing to a collaborative, high-performing team. Professionals with an existing client book who want to transition into an AFSL business for greater support and reduced workload will be highly regarded. On offer is: a busy and challenging position with Canberraâs largest privately owned advisory firm; an existing book of clients as a base to provide on-going advice and service; the support of a fully qualified team of client service and paraplanning professionals; the opportunity add value and form deep client relationships; the opportunity to expand your skills and knowledge; the opportunity for career progression; work flexibility; positive and supportive work culture; and state of the art working environment that rewards performance and service excellence and also have some fun! Your goal is to ultimately provide our clients with financial security, flexibility, and choice. You will be part of a close-knit team providing advice to a broad range of clients with duties including (but not limited to): · Annual Client Review Meetings · Advice on strategies around superannuation, tax planning and investment management · Presentation of Statements of Advice · Responding to client advice queries · Working with the client service team to ensure advice is implemented · Meeting with prospective clients · Ensuring advice is within compliance guidelines Key Responsibilities Retain and grow client relationships through regular reviews and strategic advice. Convert prospects into clients by understanding their needs and delivering clear, compliant recommendations. Contribute to business development and marketing initiatives. Maintain professional standards and pursue ongoing development. Provide coaching and mentoring to peers. Participate in shaping the business vision and strategy. The applicant we are seeking would possess the following: RG146 (minimum education standard) Successfully passed Adviser exam (mandatory for Authorisation) A passion for helping people and providing advice that makes a difference to peopleâs lives A focus on the best advice without compromise or conflict Experience in tax planning, investment strategies, understanding of TSB, TBC and superannuation strategies for accumulators and retirees Knowledge and experience in advising clients that are part of the public sector defined benefit schemes You will be rewarded with: being a key part of the leading advice business in Canberra be part of a business that determines our own destiny a documented and agreed career pathway with quarterly check-ins with our Managing Director; the opportunity to develop your own client portfolio; an attractive remuneration package (based upon experience); achievable bonuses for meeting targets; the flexibility to work in our newly renovated office in Canberra City; a warm, inclusive, and collaborative working environment. Ready to take the next step? Join Parker Wealth and deliver advice that truly mattersâwhile enjoying the support and freedom you deserve. For a confidential discussion, contact our Managing Director, Dean Easterby, Via email [email protected]
Financial Adviser
Parker Wealth Holdings Pty · Posted 19 days ago
About the role
Financial Adviser Parker Wealth | Canberra Are you a client-focused Financial Adviser looking to take your career to the next level. We are an advisory business that is experiencing strong growth and seeking a person that can make a difference â to the financial well-being of our clients and in our business. For the right candidate, being part of our team means that your future is unlimited. We are offering a very attractive salary (based on experience) and bonus system, dedicated support and the potential for you to realise any career aspirations. Why Parker? Client Experience at the Core: At Parker, advisers are empowered to build and broaden relationships with existing clients, deeply understand their advice needs, and deliver tailored strategies that make a real difference. Service Delivery Excellence: Youâll manage and nurture client relationships, conduct thorough reviews, and ensure advice is both compliant and clearly communicated. Our streamlined processes and support mean you can focus on what matters mostâyour clients. Collaborative Environment: Work alongside experienced advisers, business managers, and support teams. Share insights, participate in business planning, and contribute to the firmâs vision in a supportive, forward-thinking culture. Professional Growth: Maintain and expand your professional competencies with ongoing training, specialist courses, and industry-leading development opportunities. We support your growth and celebrate your achievements. Business Development Opportunities: Actively participate in marketing initiatives, networking and growing your client base and revenue, with the backing of a respected brand. Who Weâre Looking For Experienced advisers with a proven track record in client relationship management and advice delivery. Individuals passionate about delivering exceptional client experiences and contributing to a collaborative, high-performing team. Professionals with an existing client book who want to transition into an AFSL business for greater support and reduced workload will be highly regarded. On offer is: a busy and challenging position with Canberraâs largest privately owned advisory firm; an existing book of clients as a base to provide on-going advice and service; the support of a fully qualified team of client service and paraplanning professionals; the opportunity add value and form deep client relationships; the opportunity to expand your skills and knowledge; the opportunity for career progression; work flexibility; positive and supportive work culture; and state of the art working environment that rewards performance and service excellence and also have some fun! Your goal is to ultimately provide our clients with financial security, flexibility, and choice. You will be part of a close-knit team providing advice to a broad range of clients with duties including (but not limited to): · Annual Client Review Meetings · Advice on strategies around superannuation, tax planning and investment management · Presentation of Statements of Advice · Responding to client advice queries · Working with the client service team to ensure advice is implemented · Meeting with prospective clients · Ensuring advice is within compliance guidelines Key Responsibilities Retain and grow client relationships through regular reviews and strategic advice. Convert prospects into clients by understanding their needs and delivering clear, compliant recommendations. Contribute to business development and marketing initiatives. Maintain professional standards and pursue ongoing development. Provide coaching and mentoring to peers. Participate in shaping the business vision and strategy. The applicant we are seeking would possess the following: RG146 (minimum education standard) Successfully passed Adviser exam (mandatory for Authorisation) A passion for helping people and providing advice that makes a difference to peopleâs lives A focus on the best advice without compromise or conflict Experience in tax planning, investment strategies, understanding of TSB, TBC and superannuation strategies for accumulators and retirees Knowledge and experience in advising clients that are part of the public sector defined benefit schemes You will be rewarded with: being a key part of the leading advice business in Canberra be part of a business that determines our own destiny a documented and agreed career pathway with quarterly check-ins with our Managing Director; the opportunity to develop your own client portfolio; an attractive remuneration package (based upon experience); achievable bonuses for meeting targets; the flexibility to work in our newly renovated office in Canberra City; a warm, inclusive, and collaborative working environment. Ready to take the next step? Join Parker Wealth and deliver advice that truly mattersâwhile enjoying the support and freedom you deserve. For a confidential discussion, contact our Managing Director, Dean Easterby, Via email [email protected]
Financial Adviser, Brisbane
Coastal Advisory Australia Pty · Posted 19 days ago
About the role
Financial Adviser | Brisbane Are you ready to take the next step with a growing national advice business? Imagine spending your day having meaningful conversations, building trusted client relationships and helping people make confident decisions about their futureâsupported by experienced teams who help bring your advice to life. Coastal Advisory Australia is continuing to grow, and weâre looking for an experienced Financial Adviser to join our Brisbane team and play an important part in what comes next. What will you be doing? Youâll work with new and existing clients to understand what matters to them, develop quality strategies and provide advice that makes a genuine difference. Youâll: build trusted, long-term client relationships; provide strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance; identify opportunities to help clients achieve more; grow your client portfolio through referrals, new opportunities and Coastalâs marketing activity; collaborate with specialists across lending, accounting, insurance, aged care and Centrelink; and maintain high standards of advice, compliance and client care. Is this you? You care about the quality of your advice and the relationships you buildânot simply the next transaction. Youâll also bring: current ASIC Financial Adviser registration, or eligibility to provide personal financial advice in Australia; strong technical knowledge and advice capability; confidence building relationships and explaining complex information clearly; and a commercial mindset grounded in positive client outcomes. Why Coastal? Coastal is a national advice business built through organic growth and acquisition, creating new opportunities for our clients and our people. Youâll be supported by experienced Client Service and Technical Support teams, modern systems and specialists across our broader service offeringâgiving you more time to focus on quality advice and strong client relationships. Youâll also have access to ongoing professional development, career progression opportunities and employee benefits supporting your wellbeing, development and financial health. If youâre ready to make an impact and grow alongside an ambitious national business, weâd love to hear from you. Due to high application numbers, only successful candidates will be contacted.
Financial Adviser, Brisbane
Coastal Advisory Australia Pty · Posted 19 days ago
About the role
Financial Adviser | Brisbane Are you ready to take the next step with a growing national advice business? Imagine spending your day having meaningful conversations, building trusted client relationships and helping people make confident decisions about their futureâsupported by experienced teams who help bring your advice to life. Coastal Advisory Australia is continuing to grow, and weâre looking for an experienced Financial Adviser to join our Brisbane team and play an important part in what comes next. What will you be doing? Youâll work with new and existing clients to understand what matters to them, develop quality strategies and provide advice that makes a genuine difference. Youâll: build trusted, long-term client relationships; provide strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance; identify opportunities to help clients achieve more; grow your client portfolio through referrals, new opportunities and Coastalâs marketing activity; collaborate with specialists across lending, accounting, insurance, aged care and Centrelink; and maintain high standards of advice, compliance and client care. Is this you? You care about the quality of your advice and the relationships you buildânot simply the next transaction. Youâll also bring: current ASIC Financial Adviser registration, or eligibility to provide personal financial advice in Australia; strong technical knowledge and advice capability; confidence building relationships and explaining complex information clearly; and a commercial mindset grounded in positive client outcomes. Why Coastal? Coastal is a national advice business built through organic growth and acquisition, creating new opportunities for our clients and our people. Youâll be supported by experienced Client Service and Technical Support teams, modern systems and specialists across our broader service offeringâgiving you more time to focus on quality advice and strong client relationships. Youâll also have access to ongoing professional development, career progression opportunities and employee benefits supporting your wellbeing, development and financial health. If youâre ready to make an impact and grow alongside an ambitious national business, weâd love to hear from you. Due to high application numbers, only successful candidates will be contacted.
Financial Adviser
Alman Partners Pty · Posted 20 days ago
About the role
Ready to Transform Lives â Including Your Own? Imagine working for a firm where your advice doesnât just grow wealth â it changes futures. At Alman Partners True Wealth , weâve been empowering Australians to achieve financial freedom since 1985. As an award-winning, independent financial advisory firm, weâre passionate about making a real difference for our clients and our community. As the 2022 FPA Professional Practice of the Year , weâre proud to set the benchmark for excellence. Now, weâre looking for a Fully Qualified Financial Adviser to join our Mackay team and help us shape the future of financial advice. Your Opportunity Due to continued growth, we have an exciting opening for a Fully Qualified Financial Adviser to join our Mackay office. This is your chance to work with an independent, highly respected firm that values integrity, innovation, and client success. What Youâll Do Manage and nurture a portfolio of clients, delivering tailored financial strategies that protect their lifestyle and achieve long-term goals. Provide comprehensive financial planning and investment advice aligned with clientsâ best interests. Present Statements of Advice and Records of Advice with clarity and confidence. Build strong, lasting relationships with clients and referral partners. Ensure compliance with Alman Partnersâ AFSL and uphold the highest professional standards. What Weâre Looking For Approved qualification and successful completion of the Financial Adviser Exam. Professional Year completed (if applicable). Minimum 3 yearsâ experience in financial planning or advisory roles. Exceptional communication and interpersonal skills. CFP designation or equivalent (highly regarded but not mandatory). A collaborative mindset and commitment to excellence. Why Choose Alman Partners? Be part of an award-winning team that values your growth â professionally and personally. Competitive salary and benefits package designed to reward your expertise. Supportive, collaborative culture where your ideas and contributions matter. Work with a firm thatâs shaping the future of financial advice in Australia. WRK Accredited Great Place to Work 2026-2029 Discover a life in Mackay: https://heyzine.com/flip-book/ba039b0d15.html Ready to Take the Next Step? If youâre passionate about financial advice, dedicated to excellence, and looking for a place where you can thrive, Alman Partners True Wealth is the perfect fit. Apply now and join a team thatâs redefining financial advice. Ready for an immediate start.
Financial Adviser
Alman Partners Pty · Posted 20 days ago
About the role
Ready to Transform Lives â Including Your Own? Imagine working for a firm where your advice doesnât just grow wealth â it changes futures. At Alman Partners True Wealth , weâve been empowering Australians to achieve financial freedom since 1985. As an award-winning, independent financial advisory firm, weâre passionate about making a real difference for our clients and our community. As the 2022 FPA Professional Practice of the Year , weâre proud to set the benchmark for excellence. Now, weâre looking for a Fully Qualified Financial Adviser to join our Mackay team and help us shape the future of financial advice. Your Opportunity Due to continued growth, we have an exciting opening for a Fully Qualified Financial Adviser to join our Mackay office. This is your chance to work with an independent, highly respected firm that values integrity, innovation, and client success. What Youâll Do Manage and nurture a portfolio of clients, delivering tailored financial strategies that protect their lifestyle and achieve long-term goals. Provide comprehensive financial planning and investment advice aligned with clientsâ best interests. Present Statements of Advice and Records of Advice with clarity and confidence. Build strong, lasting relationships with clients and referral partners. Ensure compliance with Alman Partnersâ AFSL and uphold the highest professional standards. What Weâre Looking For Approved qualification and successful completion of the Financial Adviser Exam. Professional Year completed (if applicable). Minimum 3 yearsâ experience in financial planning or advisory roles. Exceptional communication and interpersonal skills. CFP designation or equivalent (highly regarded but not mandatory). A collaborative mindset and commitment to excellence. Why Choose Alman Partners? Be part of an award-winning team that values your growth â professionally and personally. Competitive salary and benefits package designed to reward your expertise. Supportive, collaborative culture where your ideas and contributions matter. Work with a firm thatâs shaping the future of financial advice in Australia. WRK Accredited Great Place to Work 2026-2029 Discover a life in Mackay: https://heyzine.com/flip-book/ba039b0d15.html Ready to Take the Next Step? If youâre passionate about financial advice, dedicated to excellence, and looking for a place where you can thrive, Alman Partners True Wealth is the perfect fit. Apply now and join a team thatâs redefining financial advice. Ready for an immediate start.
Financial Advisor
Viridian Financial Group Limited · Posted 20 days ago
About the role
A rare and exciting opportunity has become available for a Financial Advisor to join our team in the Adelaide CBD office. At Viridian Advisory, we believe great Advice starts with a great relationship. Our Advisors walk alongside clients through every season of life, helping them discover what truly matters, building strategies that reflect those priorities, and adjusting the plan as life evolves. We are growing rapidly and thoughtfully, with an exciting 5 year plan and a nationwide footprint across 30 offices. The Opportunity Based in our stunning Adelaide CBD office, you will deliver high-quality, personalised Financial Advice while driving your own client pipeline. This role is more than just advice; itâs being part of the engine room of a national specialist network, working closely with investment teams, lending experts, and fellow Advisors to deliver truly integrated outcomes. You will be their trusted partner: helping clients clarify aspirations crafting thoughtful strategies implementing advice with precision reviewing and refining their plan as life evolves You will be supported by a strong local team and national specialists across investments and lending, allowing you to focus on what you do best â advice and relationships. What You Will Do Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations Maintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviews Identify opportunities to enhance client outcomes using Viridianâs lending, investment management and digital solutions Build new client relationships through referrals, networking and natural business development Stay current with market trends, product knowledge and regulatory requirements Collaborate with accountants, solicitors and mortgage brokers to deliver integrated, high quality advice Qualifications & Experience 3â5 yearsâ experience as a Financial Advisor Full FASEA compliance Strong understanding of legislative and regulatory requirements Experience with Xplan (ideal) and strong Microsoft Office skills Excellent communication and relationship management abilities Comfortable working autonomously while supported by a collaborative team Integrity, professionalism and a genuine client first mindset Life at Viridian We are proud of our collaborative, inclusive culture that is grounded in human connection. When you join us, you will enjoy: Birthday Leave and a Wellness Day Flexible work arrangements, including work from home 13 weeksâ Primary Carerâs Leave Novated car leasing options Participation in the Viridian Team Community Program Discounted Medibank Corporate Health Cover Employee Assistance Program (EAP) for you and your family To Apply We warmly welcome candidates who meet the above points under âknowledge, skills & experienceâ to apply. Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Sunday 11th October 2026, however shortlisting will commence immediately. At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.
Financial Advisor
Viridian Financial Group Limited · Posted 20 days ago
About the role
A rare and exciting opportunity has become available for a Financial Advisor to join our team in the Adelaide CBD office. At Viridian Advisory, we believe great Advice starts with a great relationship. Our Advisors walk alongside clients through every season of life, helping them discover what truly matters, building strategies that reflect those priorities, and adjusting the plan as life evolves. We are growing rapidly and thoughtfully, with an exciting 5 year plan and a nationwide footprint across 30 offices. The Opportunity Based in our stunning Adelaide CBD office, you will deliver high-quality, personalised Financial Advice while driving your own client pipeline. This role is more than just advice; itâs being part of the engine room of a national specialist network, working closely with investment teams, lending experts, and fellow Advisors to deliver truly integrated outcomes. You will be their trusted partner: helping clients clarify aspirations crafting thoughtful strategies implementing advice with precision reviewing and refining their plan as life evolves You will be supported by a strong local team and national specialists across investments and lending, allowing you to focus on what you do best â advice and relationships. What You Will Do Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations Maintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviews Identify opportunities to enhance client outcomes using Viridianâs lending, investment management and digital solutions Build new client relationships through referrals, networking and natural business development Stay current with market trends, product knowledge and regulatory requirements Collaborate with accountants, solicitors and mortgage brokers to deliver integrated, high quality advice Qualifications & Experience 3â5 yearsâ experience as a Financial Advisor Full FASEA compliance Strong understanding of legislative and regulatory requirements Experience with Xplan (ideal) and strong Microsoft Office skills Excellent communication and relationship management abilities Comfortable working autonomously while supported by a collaborative team Integrity, professionalism and a genuine client first mindset Life at Viridian We are proud of our collaborative, inclusive culture that is grounded in human connection. When you join us, you will enjoy: Birthday Leave and a Wellness Day Flexible work arrangements, including work from home 13 weeksâ Primary Carerâs Leave Novated car leasing options Participation in the Viridian Team Community Program Discounted Medibank Corporate Health Cover Employee Assistance Program (EAP) for you and your family To Apply We warmly welcome candidates who meet the above points under âknowledge, skills & experienceâ to apply. Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Sunday 15 November 2026, however shortlisting will commence immediately. At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.
Financial Advisor
Viridian Financial Group Limited · Posted 27 days ago
About the role
A rare and exciting opportunity has become available for a Financial Advisor to join our team in the Perth CBD office. At Viridian Advisory, we believe great Advice starts with a great relationship. Our Advisors walk alongside clients through every season of life, helping them discover what truly matters, building strategies that reflect those priorities, and adjusting the plan as life evolves. We are growing rapidly and thoughtfully, with an exciting 5 year plan and a nationwide footprint across 30 offices. The Opportunity Based in our stunning Perth CBD office, you will deliver high-quality, personalised Financial Advice while driving your own client pipeline. This role is more than just advice; itâs being part of the engine room of a national specialist network, working closely with investment teams, lending experts, and fellow Advisors to deliver truly integrated outcomes. You will be their trusted partner: helping clients clarify aspirations crafting thoughtful strategies implementing advice with precision reviewing and refining their plan as life evolves You will be supported by a strong local team and national specialists across investments and lending, allowing you to focus on what you do best â advice and relationships. What You Will Do Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations Maintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviews Identify opportunities to enhance client outcomes using Viridianâs lending, investment management and digital solutions Build new client relationships through referrals, networking and natural business development Stay current with market trends, product knowledge and regulatory requirements Collaborate with accountants, solicitors and mortgage brokers to deliver integrated, high quality advice Qualifications & Experience 3â5 yearsâ experience as a Financial Advisor Full FASEA compliance Strong understanding of legislative and regulatory requirements Experience with Xplan (ideal) and strong Microsoft Office skills Excellent communication and relationship management abilities Comfortable working autonomously while supported by a collaborative team Integrity, professionalism and a genuine client first mindset Life at Viridian We are proud of our collaborative, inclusive culture that is grounded in human connection. When you join us, you will enjoy: Birthday Leave and a Wellness Day Flexible work arrangements, including work from home 13 weeksâ Primary Carerâs Leave Novated car leasing options Participation in the Viridian Team Community Program Discounted Medibank Corporate Health Cover Employee Assistance Program (EAP) for you and your family To Apply We warmly welcome candidates who meet the above points under âknowledge, skills & experienceâ to apply. Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Friday 30th October 2026, however shortlisting will commence immediately. At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.
Financial Adviser - Sydney
Vivere Recruitment Group · Posted 27 days ago
About the role
30th September, 2026 Our client is a growing financial planning firm looking for an experienced Adviser to join their continuously growing team. In this role, you will be a key player in the delivery of high-quality advice to existing clients. Duties and Responsibilities Provide accurate and timely advice to existing HNW clients Proactively develop new client relationships and understanding of Clientâs needs Apply knowledge to help meet clientâs financial goals and assist with plans to meet their financial goals Review and approve financial plans Present financial plans to clients Respond to client enquiries in a timely manner Assist in preparation of research and required documentation for client meetings Respond to and manage client communications Supervise the advice process internally to ensure it is delivered to a timely manner Provides guidance and mentorship to the client experience team Skills & Experience Previous experience in a financial adviser role Completion of the financial adviser exam and eligible to act as an authorized representative Exceptional written and verbal communication skills Excellent knowledge of the financial planning industry Experience with financial planning software Broad knowledge of financial planning concepts, legislation and regulations If this sounds like you, please apply via the link below
Senior Financial Advisor
Viridian Financial Group Limited · Posted 27 days ago
About the role
At Viridian Advisory, we believe great Advice starts with a great relationship. Our Advisors walk alongside clients through every season of life, helping them discover what truly matters, building strategies that reflect those priorities, and adjusting the plan as life evolves. We are growing rapidly and thoughtfully, with an exciting 5 year plan and a nationwide footprint across 30 offices. The Opportunity Based in our stunning Brisbane CBD office, you will deliver high quality, Financial Advice to clients, while also welcoming new relationships as our business continues to expand. This isnât just advice; itâs being part of the engine room of a national specialist network, working closely with investment teams, lending experts and fellow Advisors to deliver truly integrated outcomes. You will be their trusted partner: helping clients clarify aspirations crafting thoughtful strategies implementing advice with precision reviewing and refining their plan as life evolves You will be supported by a strong local team and national specialists across investments and lending, allowing you to focus on what you do best â advice and relationships. What You Will Do Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations Maintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviews Identify opportunities to enhance client outcomes using Viridianâs lending, investment management and digital solutions Build new client relationships through referrals, networking and natural business development Stay current with market trends, product knowledge and regulatory requirements Collaborate with accountants, solicitors and mortgage brokers to deliver integrated, high quality advice Qualifications & Experience Minimum 5 yearsâ experience as a Financial Advisor Full FASEA compliance Strong understanding of legislative and regulatory requirements Experience with Xplan (ideal) and strong Microsoft Office skills Excellent communication and relationship management abilities Comfortable working autonomously while supported by a collaborative team Integrity, professionalism and a genuine client first mindset Life at Viridian We are proud of our collaborative, inclusive culture that is grounded in human connection. When you join us, you will enjoy: Birthday Leave and a Wellness Day Flexible work arrangements, including work from home 13 weeksâ Primary Carerâs Leave Novated car leasing options Participation in the Viridian Team Community Program Discounted Medibank Corporate Health Cover Employee Assistance Program (EAP) for you and your family To Apply We warmly welcome candidates who meet the above points under âknowledge, skills & experienceâ to apply. Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Saturday 28th November 2026, 9.00pm, however shortlisting will commence immediately. At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.
Financial Advisor
Sawyer Sourcing · Posted 29 days ago
About the role
Local relationships. National capability. Sawyer Sourcing is partnering with a leading national, multidisciplinary professional services firm to appoint a Financial Advisor in Albury. This is an excellent opportunity to build meaningful, face-to-face client relationships while drawing on the expertise, resources and career opportunities of a substantial national organisation. The focus is on understanding what matters to each client and delivering practical, personalised adviceânot transactional product sales. The role Youâll manage and develop trusted client relationships, providing advice across areas including: Superannuation and wealth accumulation Investments and portfolio management Retirement and income planning Personal insurance and risk protection Wealth structuring and estate-planning considerations Ongoing portfolio reviews and strategic advice Youâll also collaborate with specialists from across the firm, strengthen existing relationships and identify opportunities to assist new clients. About you Weâre interested in speaking with Financial Advisors at different stages of their careers. The position and level of support can be shaped around the experience of the successful person. Youâll ideally bring: Experience in financial planning, wealth management or client advisory The qualifications and education required to provide financial advice in Australia Strong communication and relationship-building skills Sound analytical and problem-solving capability A professional, commercially aware and client-focused approach A genuine interest in building a long-term career in the Albury region CFP or other relevant professional credentials will be well regarded but are not essential. Why consider it? A respected national professional services environment An established presence in the Albury region Access to specialists across multiple disciplines Interesting and varied client relationships Continued technical and professional development A collaborative and supportive team Scope to grow your profile, network and career Find out more For a confidential discussion, contact Dan Sawyer on 0403 899 143 . Alternatively, apply through Sawyer Sourcing and Dan will be in touch. All applications and enquiries will be handled in strict confidence.
Financial Adviser
Marsh McLennan · Posted 29 days ago
About the role
Company: Mercer Description: We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role will be based in Brisbane. This is a hybrid role that has a requirement of working at least three days a week in the office. Financial Adviser - Brisbane Mercer Financial Advice helps clients make informed decisions about their financial future through personalised advice and tailored planning. In this role, you will work with high-net-worth clients to develop practical financial strategies, support ongoing relationship management, and contribute to the delivery of compliant, client-focused advice. We will count on you to: Develop and implement comprehensive financial plans aligned to clientsâ goals, risk tolerance and financial circumstances Advise clients on investments, retirement planning, tax strategies, estate planning, insurance and other financial products Build and maintain long-term client relationships through regular communication and review meetings Analyse clientsâ financial situations by collecting and interpreting relevant financial information Stay current with market trends, financial products and regulatory changes to provide informed and compliant advice Collaborate with accountants, lawyers and tax specialists to deliver holistic financial solutions Ensure compliance with regulatory requirements and Mercer Financial Advice policies Contribute to business development by identifying and pursuing new client opportunities What you need to have: Demonstrated experience in financial advisory or wealth management Knowledge of investment products, financial markets, tax laws and retirement planning Proven ability to explain complex financial concepts clearly and effectively Experience managing client relationships and delivering high-quality advice to high-net-worth clients Capability to work with financial planning software, such as Xplan, and CRM systems What makes you stand out: Relevant professional qualifications such as CFP or CFA Experience working with high-net-worth portfolios and business development targets Exposure to a multidisciplinary advice environment, including collaboration with accountants, lawyers and tax specialists Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being About Mercer: Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one âanchor dayâ per week on which their full team will be together in person.
Junior Financial Advisor
Zylo Recruitment Services · Posted 29 days ago
About the role
Launch Your Financial Planning Career: Junior Financial Advisor Are you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals? We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydney team! In this role, you'll gain valuable experience working alongside established advisors, assisting with client service, and developing your financial planning expertise. Responsibilities: Gather client information and financial data. Conduct market research and analyze financial products. Prepare financial reports and presentations. Assist senior advisors with client meetings and plan implementation. Stay up-to-date on industry trends and regulations. Contribute to a positive and collaborative work environment. Qualifications: Bachelor's degree in Finance or a related field (or actively pursuing). Strong analytical and problem-solving skills. Excellent communication, interpersonal, and writing skills. Proficiency in Microsoft Office Suite and financial planning software a plus. Eagerness to learn and a commitment to professional development. Benefits: Comprehensive training and mentorship program. Opportunity to earn industry certifications. Be part of a dynamic team and build a rewarding career in financial planning. If you're ready to launch your career in financial planning and make a real difference in people's lives, we want to hear from you! To Apply: Please submit your resume online, email to [email protected] or call 0408 513 243 for a confidential discussion
Senior Financial Adviser
Marsh McLennan · Posted 29 days ago
About the role
Company: Mercer Description: We are seeking a talented individual to join our Marsh Financial Advice team at Marsh as a Senior Comprehensive Financial Adviser working in our Perth office. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Comprehensive Financial Adviser â Marsh Financial Advice Marsh Financial Advice is a Comprehensive advice business and is known as a leader in the financial planning industry. This is a full-time position offering the opportunity to service an established client base while continuing to build and grow long-term client relationships through referrals and business development opportunities. We are seeking a Senior Comprehensive Financial Adviser with leadership skills as weâre looking to expand and grow our presence in WA. Our strong relationships with our existing employer groups including our dedicated client executives have seen our business grow and offers an opportunity for the right candidate to help grow our WA footprint. Our Financial advisers specialise and provide full Comprehensive advice in all areas of advice including: Superannuation Retirement planning Investment advice SMSF advice Defined benefit At Marsh Financial Advice, we help clients achieve their financial goals through personalised advice and comprehensive planning, delivering tailored solutions that align with each clientâs needs and aspirations. We will count on you to: Develop and implement comprehensive financial plans tailored to clientsâ goals, risk tolerance and financial circumstances. Advise high-net-worth clients on investments, retirement planning, tax strategies, estate planning, insurance and other financial products. Build and maintain strong, long-term client relationships through regular reviews and proactive communication. Analyse client financial data and collaborate with accountants, lawyers and tax specialists to deliver holistic solutions. Stay current with market trends, financial products and regulatory changes while meeting business development and compliance targets. What you need to have: Bachelorâs or Masterâs degree in Finance, Economics, Financial Advice, Business or a related field; CFP, CFA or equivalent highly preferred. 5â7 yearsâ experience in financial advisory or wealth management, including managing high-net-worth portfolios. Deep technical knowledge of investment products, financial markets, tax laws and retirement planning. Excellent interpersonal and communication skills with proven ability to explain complex concepts clearly. Proficiency with financial planning software (Xplan) and CRM systems, strong analytical and problem-solving skills. What makes you stand out: Prior success in achieving business development targets and growing client portfolios. Experience working in an advisory team that delivers integrated advice with external specialists. Advanced or specialist credentials beyond core qualifications (e.g., SMSF accreditation, advanced tax/estate planning). Demonstrated track record advising high-net-worth individuals and delivering bespoke wealth strategies. Prior leadership skills and contribution to growth in business. Why join our team: We are a global business with broad career opportunities and the scale to support your growth You will join a highly connected Marsh team, with access to dedicated senior executives, specialist internal support and a collaborative way of working that enables you to deliver exceptional advice and outcomes for clients. We are growing in WA, creating the opportunity to make a real impact in a team with momentum We invest in our people through professional development, mentorship, recognition, and progression opportunities across a global organisation You will be part of a workplace that values inclusion, collaboration, and long-term growth We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities We help you be your best through professional development opportunities, interesting work, supportive leaders, and benefits that support your well-being, including income protection, salary continuance insurance, parental leave, flexible working, purchased annual leave, and discounted financial advice Additional benefits include access to salary packaging and novated lease options, discounted private health insurance, wellbeing reimbursement, employee assistance support, and volunteer and recognition initiatives About Marsh: Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one âanchor dayâ per week on which their full team will be together in person.