Financial Adviser / Associate Adviser 

Brisbane Inner CBD North - Ascot
Part-Time or Full-Time 

Friendly and supportive team
Generous remuneration at the top end of the market with potential for bonuses 

IMPORTANT: We have a video with more information about the role from our Principal, Patricia Garcia, we will send to anyone who is very interested. Please email our team on  enquiries@yourvisionfinancial.com.au for a link to the video before submitting your resume and cover letter.

We will not read your resume if you do not provide a cover letter. In your cover letter please let us know: 

  1. Why you are looking to leave your current role 

  2. What you are looking for in your next role for it to be your “forever” role 

  3. What hours are ideal for you and why you are looking for a part-time position (if applicable). 

So you’re looking around on Seek to see what else might be out there because whatever you’re doing right now isn’t ticking all the boxes anymore, or maybe your career has hit a roadblock so you’re looking for something new. 

Either way we hope you find what you’re looking for, and of course, if you’re what we’re looking for, we’re so glad you found us.  

Our company is an award-winning Financial Planning firm in Ascot and we are looking for a Financial Adviser / Associate Adviser to join our team. In this role you will have the opportunity to sit in meetings with the Practice Principal to meet clients before taking over looking after them on your own, as well as being intrinsically involved with the onboarding of new clients. Do you want to work in a business that does not have a sales above all culture and where clients truly do come first (after our team, of course!)? 

What’s in it for you?  

We know it’s difficult to find great people to join the team so we want to make it really clear what we’re offering (because we will also be making it really clear what we’re asking for later on in the ad).  

We also know that it’s equally difficult for good candidates to find a job they love; to work in a team where you are genuinely valued, where there’s no office politics and you get a chance to put your strengths to work each day which is why our culture is a big part of what makes this role an attractive one.   

You’ll be part of a high-performing team where every employee feels like they’re making a significant contribution to the great advice we provide our clients, rather than ’just working’.  

Who are you?  

Please don't apply if the below points don't seriously resonate with you. 

We don't place all the focus on your qualifications, we actually care about who you are as a person.  

  • You have drive, determination and you're an efficiency ninja. 

  • You love technology, are excited about AI and take to systems and apps like a duck to water.  You embrace change and are always looking for ways to improve. You love dealing with clients, being the first point of contact and getting to know them. 

  • You go above and beyond for our clients and our team. 

  • You know your S#@T when it comes to advice strategies. 

  • You like getting out of the office to network with peers, referrers and clients and to improve your knowledge.  

  • You have no qualms about and need no permission to: 

    1. Nag your boss, colleagues or clients (politely) to chase things up. 

    2. Suggest new systems or process for things other people don't see as needing improvement. You are a go-getter and get the job done.  

    3. Express your opinion straight up at all times 

  • Whether you are highly experienced in our field or just have a passion for helping people, as long as you are a quick learner, have great organisational skills and an eye for detail, we will give you our best to help you succeed in this role.   

So here's what the job entails: 

  • Managing the advice process beginning to end and will be working closely with our Adviser, Paraplanning Assistant, outsourced paraplanners and the rest of our support team. 

  • Sitting in meetings with our Adviser to get to know clients and the way we provide advice so you can start building your own client base in 1-2 years. 

  • Developing advice and strategies for new and existing clients that are mainly high-income professionals, pre-retirees and retirees that are wanting to make the most of their money.  

  • Xtools+, Wealthsolver and Risk Researcher experience (or similar) required. 

  • Advice scope includes goals-based planning, investing, superannuation, cashflow, tax strategies, entities and structures, debt strategies and estate planning.  

  • Attending and assisting Adviser in client meetings including preparing all file notes. 

  • Preparing and / or reviewing Statements of Advice and Records of Advice 

  • Reviewing paperwork and approving implementation tasks  

  • Training our support/paraplanning team as needed 

  • Communicating with clients to ensure they're getting a world-class client experience  

  • Collaborating with our advice partners across legal, accounting and mortgage broking to manage the client's financial strategy.  

 Why work with us?  

  • We understand our clients in a deeply personal way. Most of our clients have been with us for 20+ years and refer their parents, children, siblings, friends and work colleagues to us. 

  • We share our business plan and business performance openly with our team and offer transparent bonuses based on the business’ profit (subject to individual minimum performance targets) so every team member is motivated to improve the business and work together. 

  • We have fun together and have various team building activities throughout the year, such as, Melbourne Cup, quarterly social activities, monthly lunches and attending professional social events together  

  • Be part of a world-class culture that is professional, innovative, and fast-paced. We are constantly looking for ways to improve and we embrace change. 

  • We're a real team, not just a group of people that work at the same company. 

  • We have been recognised as a leader in financial advice defined by our approach and client experience and validated by a range of awards. 

  • We help our team reach their potential so if you want to become a great Adviser in the future, you'll be in the right place. If you want to continue getting involved in strategy and advice without being authorised, we can also work with you to achieve this long term. 

  • We offer a highly competitive remuneration package with potential for bonuses.  

Requirements  

To be a fit for the role, you must:  

  • Have a minimum 5 years’ experience in paraplanning / financial advice  

  • Have great character - that means you're a person of integrity and substance  

  • Have a compatible mindset to ours – that means you don’t live to work and value work/life balance, but you take great pride in your work  

  • Be process and system driven. You constantly seek ways to improve and are able to easily adapt to the use of new technology  

  • Be willing to embrace our culture of innovation  

  • Be self-motivated and have the ability to work unsupervised  

  • Be passionate about the value of advice  

  • Have awesome time management skills and be great at prioritising  

  • Have great technical skills  

  • Have great verbal and written communication skills  

 How to Apply  

So congrats if you have read through to this point and have a smile on your face because you know this ad was written just for you! Then what are you waiting for? Send us an 'application' but make sure you actually tell us why YOU are the PERFECT PERSON for our team and don't just send us another lame resume.  

Because one of the things we’re looking for in the successful candidate is attention to detail and the kind of person who reads everything before they take action, we’re not going to be accepting applications from anyone who just hits ‘apply now’ here on Seek or who just sends us a resume by email. Please email your resume and cover letter to Patricia at patricia@yourvisionfinancial.com.au with the subject line “Financial Adviser / Associate Adviser” and tell us why you’re the perfect person for this role.  

Thank you in advance for taking the time to apply, we’re genuinely looking forward to learning more about you.