Financial Planner / Wealth Advisor / Relationship Manager

Role overview

We are seeking a proactive and service-oriented Financial Planner / Wealth Advisor / Relationship Manager to become part of a growing team in Australia. This position is suited to someone who enjoys client engagement, relationship building, and helping people and businesses make well-informed financial decisions. The role involves delivering tailored financial guidance, maintaining strong client partnerships, and supporting overall business development.

What you will do

• Develop trust-based relationships with both prospective and existing clients.
• Learn each client’s financial objectives and recommend solutions aligned to their needs.
• Review financial situations and spot ways to strengthen clients’ financial outcomes.
• Explain financial services and products in a professional, easy-to-understand way.
• Track client portfolios and stay in regular contact to support satisfaction and retention.
• Generate new business through referrals, networking, and relationship-driven outreach.
• Partner with internal teams to provide a smooth and consistent client journey.
• Keep client data accurate and ensure CRM records are updated on an ongoing basis.
• Follow company procedures and regulatory standards in all client dealings.
• Create reports, proposals, and client-facing presentations when required.
• Keep up with market changes, product updates, and broader industry developments.
• Provide high-quality support that encourages long-term client loyalty.

Requirements

• Genuine interest in financial planning, wealth management, and relationship-based client service.
• Strong verbal and written communication, presentation, and interpersonal abilities.
• Good analytical thinking and problem-solving skills.
• Ability to establish trust and manage long-term professional relationships.
• Client-first mindset with a strong focus on service excellence.
• Effective planning, organization, and time management skills.
• Comfort with CRM tools and Microsoft Office; this would be considered beneficial.
• Foundational knowledge of financial products, investments, or personal finance is advantageous.
• Self-driven, target-oriented, and able to work independently as well as within a team.
• Professional conduct, with a clear respect for confidentiality and ethical practice.
• Willingness to keep learning and expanding industry knowledge.

What we offer

• A collaborative environment centered on client success.
• A chance to grow a career in financial planning and wealth management.
• Structured onboarding, training, and ongoing development support.
• Opportunities for career progression in a growing organization.
• Exposure to a range of financial products, client portfolios, and relationship management approaches.
• Competitive compensation with performance-linked incentives and broad benefits.
• A team culture that supports collaboration, innovation, and continuous learning.
• The opportunity to make a real difference in clients’ long-term financial outcomes.

Additional information

Employment type: Full-time / Part-time

Level: Entry-level / Mid-level

Location: Australia