Independent Financial Advisor

About the role

Join an established independent financial services provider and run your own advisory practice while benefiting from a full suite of compliance, operational and technology support. This role is ideal for advisers who value autonomy, have an entrepreneurial mindset, and want to own and grow their client relationships.

Key responsibilities

• Build, manage and expand a personal advisory practice.
• Develop long‑term relationships with clients and provide holistic wealth solutions.
• Advise on investments, life insurance, retirement planning, short‑term insurance and healthcare.
• Deliver independent, client‑centred recommendations.
• Leverage national FSP resources to continuously grow the client base.

Required profile

• RE5 qualification with at least 120 FAIS credits.
• Minimum two years experience as a Financial Advisor.
• Existing client base is advantageous.
• Own reliable vehicle and a valid driver’s licence.
• Clear credit and criminal record.

Required skills

• Financial planning.
• Investment advisory.
• Insurance advisory (life, short‑term, health).
• Retirement planning.
• Proficiency with CRM systems such as Astute and AtWork.

What we offer

• Full ownership of your client book with no restraints of trade.
• Access to multiple leading product providers.
• Comprehensive compliance and operational support.
• Professional indemnity cover.
• Weekly commission payments and transparent statements.
• Structured referral opportunities within a national adviser network.
• Succession planning options to protect long‑term practice value.