Financial Planner

Opportunity to grow your career as a specialist financial planner

Comprehensive mentoring, training and ongoing education

Join a wonderful, collaborative team and culture

Exciting opportunity for up and coming or established Financial Planner to join a high-performing boutique practice, with excellent career growth. With significant training and mentoring, you'll play a key role in our practice, growing to become a specialist Financial Planner for doctors and their families.

The role

This role will suit a dedicated and highly motivated financial planner, seeking to build a long-term career with the practice. 

Initially working as an associate adviser, you'll work closely with our principal financial planner, developing and expanding your knowledge and expertise. As you undertake comprehensive training and mentoring you'll develop the skills to build your client base, providing first-class, ethical financial advice to doctors and their families across a broad range of relevant areas.

• Develop and maintain a strong understanding of doctors careers, specialties and financial opportunities and challenges
• Develop and maintain professional relationships with clients, referral partners and the team
• With support, manage a group of key clients, providing excellent financial advice and relationship management
• Retain and grow your client base
• Ensure compliance with regulations and standards
• Undertake ongoing training, development and mentoring
• Contribute to the team as a positive, reliable and supportive team member

About you

You may be at a stage in your career where you’re ready for an opportunity to put into practice and demonstrate what you’re capable of, or perhaps you've reached a ceiling in your current practice - wherever you are, you'll have a strong desire to expand your range and depth of expertise to develop a long-term career, taking on a key role within the practice. 

Must have:

• Minimum 1yr experience as a qualified financial planner (FASEA-compliant, qualified financial planner)
• Genuine passion for financial planning and helping clients
• Strong attention to detail with a proactive and solution-focused mindset
• Strong technical, analytical and organisational skills
• Reliable, empathetic and genuine, with unquestionable integrity
• Thrive working as a team with other dedicated professionals
• Commitment to ongoing professional development and industry compliance

Nice to have:

You may already tick these boxes, or are willing to up-skill early in the role.

• XPlan – intermediate working knowledge
• Experience researching, advising & implementing personal insurance advice including Life, TPD, Trauma/Critical Illness, Income Protection & Business Expenses cover
• Certificate IV in Finance (Mortgage Broking)

Why join us

• Outstanding career growth opportunity - clear pathway to becoming a specialist financial planner for doctors
  
• Direct mentoring from the principal with comprehensive training & support
• Join a fantastic team with a positive, friendly & supportive culture
• Client services & paraplanning support, allowing you to focus on higher level duties
• Opportunity to be involved in strategic business planning & coaching groups
• Ability to play a key part in shaping the future of Doctors Wealth
• Excellent modern office 2km from Brisbane CBD, close to cafes & amenities

Who are we

Established in 2011, Doctors Wealth Planning is a boutique financial planning practice in Herston, providing specialist advice to doctors across Australia and beyond. We are committed to helping doctors and their families grow and protect their wealth, achieve financial freedom and live their best life. With a qualified team of professionals supporting our principals, we bring a specialist holistic approach to wealth management that enables doctors to focus on what they do best.

Our core values are a key part of what we do and it's important to us that our team share these: Client first; Client-centric; Value and respect people; Trust; Teamwork; Quality; Continuous improvement. 

If this sounds like something you'd love to be a part of, please apply today.