Description
Financial Adviser
Parker Wealth | Canberra
Are you a client-focused Financial Adviser looking to take your career to the next level. We are an advisory business that is experiencing strong growth and seeking a person that can make a difference – to the financial well-being of our clients and in our business.
For the right candidate, being part of our team means that your future is unlimited. We are offering a very attractive salary (based on experience) and bonus system, dedicated support and the potential for you to realise any career aspirations.
Why Parker?
Client Experience at the Core: At Parker, advisers are empowered to build and broaden relationships with existing clients, deeply understand their advice needs, and deliver tailored strategies that make a real difference.
Service Delivery Excellence: You’ll manage and nurture client relationships, conduct thorough reviews, and ensure advice is both compliant and clearly communicated. Our streamlined processes and support mean you can focus on what matters most—your clients.
Collaborative Environment: Work alongside experienced advisers, business managers, and support teams. Share insights, participate in business planning, and contribute to the firm’s vision in a supportive, forward-thinking culture.
Professional Growth: Maintain and expand your professional competencies with ongoing training, specialist courses, and industry-leading development opportunities. We support your growth and celebrate your achievements.
Business Development Opportunities: Actively participate in marketing initiatives, networking and growing your client base and revenue, with the backing of a respected brand.
Who We’re Looking For
Experienced advisers with a proven track record in client relationship management and advice delivery.
Individuals passionate about delivering exceptional client experiences and contributing to a collaborative, high-performing team.
Professionals with an existing client book who want to transition into an AFSL business for greater support and reduced workload will be highly regarded.
On offer is:
a busy and challenging position with Canberra’s largest privately owned advisory firm;
an existing book of clients as a base to provide on-going advice and service;
the support of a fully qualified team of client service and paraplanning professionals;
the opportunity add value and form deep client relationships;
the opportunity to expand your skills and knowledge;
the opportunity for career progression;
work flexibility;
positive and supportive work culture; and
state of the art working environment that rewards performance and service excellence and also have some fun!
Your goal is to ultimately provide our clients with financial security, flexibility, and choice. You will be part of a close-knit team providing advice to a broad range of clients with duties including (but not limited to):
· Annual Client Review Meetings
· Advice on strategies around superannuation, tax planning and investment management
· Presentation of Statements of Advice
· Responding to client advice queries
· Working with the client service team to ensure advice is implemented
· Meeting with prospective clients
· Ensuring advice is within compliance guidelines
Key Responsibilities
Retain and grow client relationships through regular reviews and strategic advice.
Convert prospects into clients by understanding their needs and delivering clear, compliant recommendations.
Contribute to business development and marketing initiatives.
Maintain professional standards and pursue ongoing development.
Provide coaching and mentoring to peers.
Participate in shaping the business vision and strategy.
The applicant we are seeking would possess the following:
RG146 (minimum education standard)
Successfully passed Adviser exam (mandatory for Authorisation)
A passion for helping people and providing advice that makes a difference to people’s lives
A focus on the best advice without compromise or conflict
Experience in tax planning, investment strategies, understanding of TSB, TBC and superannuation strategies for accumulators and retirees
Knowledge and experience in advising clients that are part of the public sector defined benefit schemes
You will be rewarded with:
being a key part of the leading advice business in Canberra
be part of a business that determines our own destiny
a documented and agreed career pathway with quarterly check-ins with our Managing Director;
the opportunity to develop your own client portfolio;
an attractive remuneration package (based upon experience);
achievable bonuses for meeting targets;
the flexibility to work in our newly renovated office in Canberra City;
a warm, inclusive, and collaborative working environment.
Ready to take the next step? Join Parker Wealth and deliver advice that truly matters—while enjoying the support and freedom you deserve.
For a confidential discussion, contact our Managing Director, Dean Easterby,
Via email deasterby@parkerfinancial.com.au
