Financial Planner

My Online Adviser was established in 2019 with the goal of becoming the leader in the financial planning sector.  We provide comprehensive advice in an uncomplicated manner, ensuring our clients are educated and thus empowered financially. 

Leveraging technology gives us the ability to deliver advice promptly; a crucial aspect in today’s fast-paced world.  We feel this is what sets us apart from other peer industry professionals.

We have also been awarded the 2022, 2023 & 2024 Product Review Award for Financial Services, and aim to, with the continual positive feedback from our clients, receive many more.  

We strive to provide a top-tier service to our clients, and in turn, provide our staff with a wholesome and gratifying work culture.

Our team is bursting with high-performing, outgoing individuals.  We work collaboratively to drive the success of the business. 

POSITION OVERVIEW

We are in search of an experienced financial advisor who can offer continuous guidance to our existing client base. This position demands the ability to work independently, as it is entirely remote, while fostering collaborative and respectful communication across various departments to drive overall business success.

SKILLS REQUIRED FOR THE ROLE

• Previous experience in paraplanning is advantageous.
• Strong communication skills.
• Proficiency in high-level research and analytical abilities.
• Excellent organizational skills, with the capacity to prioritize tasks and meet deadlines.
• Exceptional attention to detail, quick problem-solving skills.
• Effective time management and meeting deadline commitments.
• Collaborative teamwork skills to achieve common objectives.

MUST HAVE QUALIFICATIONS

• Possession of an approved financial planning qualification 
• Successful completion of the FASEA exam

The selected candidate will be entrusted with managing a portfolio of financial planning clients and will have access to paraplanning and administrative support. If you are seeking the next step in your career and wish to be part of a dynamic, forward-thinking workplace dedicated to assisting everyday Australians, please submit your application today.

Only shortlisted candidates will be contacted.