Financial Planner – Client Portfolio Management - Sunshine Coast – Boutique Firm – 120K-140K

FINANCIAL PLANNER – CLIENT PORTFOLIO MANAGEMENT - SUNSHINE COAST – BOUTIQUE FIRM – 120K-140K (JOB ID 1422) 

• Are you a driven financial planner looking for a growth-focused role in a supportive, boutique firm? 

• Do you want the opportunity to build your own client portfolio and progress toward long-term career opportunities, including potential equity? 

We are partnering with a boutique mid-sized financial services firm offering accounting, lending and financial advisory services. With over 45 years of trusted service on the Sunshine Coast, the firm has a strong reputation in the industry and a growing Financial Planning arm.  

You will work alongside an existing Adviser and Senior Adviser and grow your career, manage your own clients and contribute to a dynamic, collaborative team. 

The Role: 

• Lead new client meetings and review sessions, developing strategies and tailored recommendations 

• Collaborate with paraplanners and Client Service Officers to implement advice and update systems such as AdviserLogic 

• Take ownership of a growing client portfolio and manage your own clients over time 

• Support existing clients as required, ensuring high-quality service delivery and long-term relationship management 

• Focus on outcomes and quality of work rather than micro-management, managing tasks and deadlines independently 

• Contribute to business growth through client engagement and proactive advisory initiatives 

About You: 

• Minimum of 5 years’ experience in a similar financial planning role or demonstrable equivalent skills 

• ADFP/Tertiary Qualifications, meeting requirements to be an Authorised Representative 

• FASEA exam completed 

• Strong technical knowledge with a focus on overall wealth advice, including SMA’s, ETFs, Direct Shares, and Wrap Accounts 

• Excellent written and verbal communication skills 

• High attention to detail and commitment to accuracy and compliance 

• Strong planning and organisational skills 

• Up-to-date with CPD points and a clean compliance record 

What’s On Offer: 

• A collaborative, supportive team environment with high client interaction 

• Opportunity to manage and grow your own client portfolio over time 

• Genuine pathway to Partnership and potential for equity in the long term 

• Flexibility and autonomy in your work with clear expectations and trust 

• Competitive base salary plus performance-based bonus structure 

• Exposure to a variety of financial planning strategies and advisory work in a boutique, growth-focused firm 

This role is ideal for a go-getter financial planner looking to take the next step in their career while contributing to a growing, reputable firm. 

 

Please note: This job is based in Australia therefore, only candidates who are permanent residents or citizens of Australia will be considered.   

HOW TO APPLY  

Submit your résumé and application letter now by clicking the 'Apply To This Job' button. 
 
For confidential discussion regarding this and other positions, we invite you to contact us directly on 07 5573 4215. 

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