Description
Specialist Financial Planner | Doctors WealthLocation: Herston (2km from Brisbane CBD)
The Opportunity: A high-performing boutique practice seeking an ambitious Financial Planner to specialise in advice for doctors and their families.
Why Join Us? (Benefits & Culture)Clear Career Pathway: Direct mentoring from the Principal to transition you into a specialist role.
Focus on Advice: Dedicated client service and paraplanning support so you can focus on strategy and relationships.
Strategic Input: Ability to help shape the future of the practice and participate in business planning/coaching groups.
Prime Location: Modern office near cafes and amenities, just minutes from the CBD.
Supportive Culture: A collaborative, positive environment where your growth is a priority.
The RoleStarting as an Associate Adviser, you will work closely with the Principal to master the unique financial landscape of medical professionals.
Client Management: Manage a group of key clients with full support.
Specialisation: Develop deep expertise in doctors' career trajectories, specialties, and financial challenges.
Growth: Actively retain and grow a client base of medical professionals.
Compliance: Maintain high ethical standards and regulatory excellence.
About YouYou are a dedicated professional ready to break through a "career ceiling" and take on a long-term, key role in a growing practice.
Must-Haves:
Experience: Minimum 1 year as a qualified, FASEA-compliant Financial Planner.
Attributes: Proactive mindset, high attention to detail, and unquestionable integrity.
Spirit: A genuine passion for helping clients and a thrive-in-a-team attitude.
Nice-to-Haves:
Intermediate XPlan skills.
Experience in Personal Insurance (Life, TPD, Income Protection).
Cert IV in Finance/Mortgage Broking.
Who We Are: Doctors Wealth PlanningSince 2011, we have provided holistic, specialist wealth management to doctors across Australia. Our mission is to handle the financial complexities so our clients can focus on their life-saving work. We live by our values: Client First, Trust, Quality, and Continuous Improvement.
If this sounds like you "Please Apply"