Financial Adviser

Join One of Australia’s Top Workplaces as an Aged Care Financial Adviser

Are you ready to work for a financial planning business recognised as one of Australia’s Top 30 Best Places to Work 2024.

I have an exciting opportunity for an experienced Aged Care Financial Adviser to join a vibrant team in a full-time capacity. This is your chance to work with a trusted, people-first organisation where your contributions make a real difference.

About the company:
My client is one of Australia’s leading financial planning businesses, with a growing presence across the country and a team dedicated to helping clients achieve their goals. Their approach is built on tailored, high-quality advice and a balanced outlook that supports clients in living their best possible lives today while planning for the future.
They also specialise in aged care financial planning, guiding families through significant life transitions with empathy, expertise, and clarity. 

Key Responsibilities:
In this role, you will:

• Provide tailored, high-quality aged care advice to clients.
• Manage client accounts and databases to ensure all information is accurate and up-to-date.
• Proactively interact with clients, offering ongoing support and maintaining relationships.
• Contribute to compliance and administration tasks with precision and efficiency.
• Deliver exceptional client service, building trust and long-term partnerships.

• A tertiary qualification in financial services or a related discipline (completed).
• FASEA higher education requirements met.
• Experience with financial planning software (e.g., Salesforce) is a plus.
• A commitment to compliance, organization, and delivering results under pressure.
• A positive attitude and collaborative approach.
• At least 1 year of providing financial advice in a client-facing role.
• The ability to manage tasks, prioritise, and deliver on goals.

• Extra time to celebrate you – take your birthday off after completing your probation.
• Give back to the community – enjoy paid time off to volunteer for causes that matter to you.
• Celebrate success – attend our fully sponsored “Celebrate the Wins” annual offsite event.
• Career growth – benefit from continuous learning and development opportunities.
• A supportive culture – join a diverse, motivated network that values collaboration and innovation.