Job Description

Woods & Co Recruitment have partnered with a boutique financial planning firm located in the heart of South Yarra. With a strong reputation for personalised service and holistic advice, the business is looking to add an experienced and ethical Financial Adviser to the team.

This is a fantastic opportunity to step into a warm book of loyal clients, work in a collaborative environment, and play a key role in helping individuals and families achieve long-term financial success.

What’s in it for you?

• $80,000 – $120,000 + super + bonus (dependent on experience)
• Flexible working environment – hybrid options available
• Boutique, values-led business with a strong referral network
• Autonomy to manage your own client relationships
• Support from experienced CSOs and paraplanners
• Ongoing professional development and mentoring

What do you do?

• Deliver high-quality, holistic financial advice tailored to each client’s goals
• Manage and grow an existing book of clients
• Provide advice across superannuation, retirement planning, investments, personal insurance, and estate planning
• Build long-term client relationships with regular reviews and strategic updates
• Ensure all advice and documentation is compliant and in the client’s best interest

What do you need?

• Relevant qualifications (FASEA-approved degree or equivalent)
• ASIC Authorised Representative with an existing client base (ideal, not essential)
• Minimum 2+ years’ experience as a Financial Adviser in Australia
• Strong communication skills and a genuine client-first mindset
• Ability to work both independently and collaboratively in a small team environment

If you're as passionate about this position as we are then please don't delay and APPLY NOW! We are interviewing immediately. For a confidential discussion please contact Xavier on 0439 565 880 OR xavier@woodsco.com.au 

Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce which values all backgrounds and experiences. We do not discriminate and encourage applications (no matter age or status) from Aboriginal and Torres Strait Islander people, people from culturally and/or a linguistically diverse background, all members and genders of the LGBTQI community and people with disability.