Description

Financial Advisor / Paraplanner – Southport | Gold Coast Join a growing firm with genuine career progression to Director level

This is a rare opportunity to join a respected Southport-based financial advisory firm at an exciting stage of growth and transition. With a loyal client base and new ownership driving expansion, you’ll play a key role in shaping the future of the business.

What’s on OfferFull-time role with clear long-term growth to Director level
Established client base with strong referral potential
Collaborative, supportive culture backed by experienced owners
Convenient Southport location
The Role

You’ll work closely with clients across wealth creation, superannuation, retirement, and insurance strategies, delivering holistic, relationship-based advice. Depending on your experience, you’ll either manage your own portfolio as an Adviser or step in as a Paraplanner ready to grow into an advice role.

Key Responsibilities
Provide tailored financial advice and conduct regular client reviews
Manage and grow an existing portfolio of loyal clients
Develop wealth creation, super, retirement, and risk management strategies
Ensure compliance with ASIC and licensee standards
About YouRG146 compliant with relevant tertiary qualifications (Financial Planning, Commerce, etc.)
Minimum 2–3 years’ experience in an advice or paraplanning role
Strong client relationship skills and proactive communication style
Passionate about helping clients achieve their goals

Ready to Make an Impact?
If you’re ready to grow your skillset, implement change, and take ownership of your role, we’d love to hear from you!
  
Apply directly or reach out to Caitlin Neville | Senior Recruitment Consultant @ Niche Talent | Public Practice Specialist.

P: 0422 631 644
E: caitlin@nichetalent.com.au