Personal Client Adviser

Personal Client Adviser

Contract Type:

Permanent

Location:

Brisbane - Queensland 

Industry:

Sales & Customer Facing

Contact Name:

Ric Zanetti

Contact Email:

ric.zanetti@profusiongroup.com

Contact Phone:

Ric Zanetti

Date Published:

25-Jul-2025

Whether you've more recently been authorised as a financial adviser or you’re ready to take the next serious step—this is your opportunity to grow your skills, your impact, and your career in a values-led, professional environment.

About the Opportunity
We’re looking for an ambitious, proactive, and tech-savvy future adviser who is passionate about people and delivering great advice. This is an opening in a growing, nationally respected firm with a strong track record of mentoring future leaders in advice.

You'll work alongside experienced professionals, learn from the best, and be trusted to make an impact from day one—with the structure and support to build real confidence and long-term capability.

Why This Role Is Different

  • A clear and supported pathway 
  • Structured development, one-on-one mentoring, and hands-on learning
  • Exposure to high-quality clients through an established referral network
  • Modern tools, proven systems, and deep team support
  • Be part of a collaborative, purpose-driven business that genuinely invests in its people
About the Firm
A well-established, specialist risk advice business with strong relationships across Queensland’s financial advice community. Clients trust them with what matters most: protecting their lives, families, businesses, and legacies. We work closely with financial planners, accountants, and legal partners to deliver expert life insurance, succession, and estate planning advice tailored to each individual. The business is built on care, professionalism, and long-term relationships and the team reflects those values.

The Role
You’ll be trained and supported to:
  • Deliver tailored life insurance and business succession advice
  • Prepare high-quality strategic recommendations and implementation
  • Work directly with clients, referral partners, and product providers
  • Leverage streamlined systems and processes that allow you to focus on client outcomes
About You
You're early in your career—perhaps with some exposure to advice, client services, underwriting, or paraplanning—and you’re ready to grow.
You:
  • Are curious, driven, and comfortable with responsibility
  • Value professionalism and continuous learning
  • Communicate clearly and confidently with clients and peers
  • Embrace technology and structured systems
  • Want to build a career that’s both rewarding and meaningful
Apply now or contact of our team for a confidential discussion.

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

APPLY NOW
Share this job
Interested in this job?
Save Job
Create As Alert

Similar Jobs

Read More
SCHEMA MARKUP ( This text will only show on the editor. )