Published 2026-04-01
Essential Planner is a comprehensive financial planning business dedicated to their clients and part of the wider Essential Financial Group of Companies comprising of Financial Planning, Accounting, Mortgage Broking and Property Services.
We have been operating for more than 15 years and specialize in Superannuation, Retirement, Wealth Creation, Risk insurance and Self-managed superannuation funds. Because of our client focused business model, we have experienced a high amount of growth and are looking to expand with in-house team members.
Our offices are located on Scarborough Street Southport close to all dining, parking and shopping facilities.
We have different roles available with the view to grow your career and put your talents to best use and in the role that you will flourish in. We are seeking people that want to become Licensed Financial Planners in the financial planning industry and get paid based upon their skills & experience.
The Role/s
Financial Planner (Full time role)
Paraplanner (Full time role)
Associate Adviser / Professional year (Full time or outside University Hours part time)
Client services officer (Full time or part time role within school hours available)
All full time positions are on a 4 day work week! That's a long weekend forever!
Financial Adviser duties:
Initial consultation with new clients (note all clients have already signed up for financial advice already. There is no sales required.
Strategy meetings with the in house paraplanning team
Liaising with our in house client services team
Mentoring of Associate Advisors
Maintaining an ongoing client book
Ensuring you are fully compliant (note that we are self licensed under Essential Wealth Pty Ltd)
Statement of Advice presentations generally via zoom / in the boardroom. No travel requirement.
Annual client reviews / ad hoc advice
Generous bonus structure and ongoing trail retention available for committed team members
Associate Adviser duties:
Working directly with the financial planning team
Setting up superannuation funds
Lodging Insurance applications
Preparation of compliant Statements of Advice / Records of Advice
Paraplanning using Xplan technology
Researching model portfolios with the use of Morningstar
Conducting research for investment / insurance recommendations
Advice implementation
Completing annual client reviews
Processing client orders, such as new company formations, trusts or self-managed superannuation funds.
Experience, Skills and Qualification
Graduate (or final year) of Financial Planning (or relevant FASEA qualification)
Completing (or looking to complete) your Professional year to become a financial planner
High knowledge of financial planning
Good level of technical knowledge
You are an all-rounder with an ability to multitask
High academic achiever
Problem solver
Smart, Intelligent and an ability to grasp financial principles
High level of computer literacy
Math's (you are amazing at the calculator)
Office 365 - including Outlook, Word, Excel (Intermediate)
You want to be the new generation of financial planners
Paraplanner duties:
Producing a compliant Statement of Advice / Record of Advice
Researching model portfolios with the use of Xplan
Preparing documentation for meetings
Liaising with financial institutions on behalf of clients.
Ensuring client information is up to date and accurate
Assist with the development of financial strategies
Working closely with the senior advisor
Career progression into an adviser role if desired
Experience, Skills and Qualification
Experience in a paraplanning role within financial planning (highly rated)
Working towards your Diploma of Financial Services (or higher)
Have experience writing compliant SOA's and ROA's
Experienced with Superannuation & Insurance products
Have a high attention to detail
Have a high knowledge of financial planning strategies
The ideal client will be versed in Xplan with xtools (or other financial planning software)
We are open to a paraplanning traineeship for the right candidate (preferably graduate)
Smart, Intelligent and an ability to grasp financial principles
High level of computer literacy
Math's (you are amazing at the calculator)
Client services officer duties:
Handling client calls and emails, responding in a timely manner
Maintaining mail register
Lodging applications and preparing submissions for new business
Liaising with internal teams and colleagues to resolve problems and find solutions.
Creating and maintaining client files.
Liaising with financial institutions on behalf of clients.
Maintaining client workflows
Maintaining accurate client workflows and implementation timelines
Managing File notes, opportunities and tasking within Xplan software
Ensuring client data entry is accurate
Gathering / updating client information (Fact Find etc)
Maintaining Compliance folders & Fee Disclosure Statements
Experience, Skills and Qualification
Office 365 - including Outlook, Word, Excel (Basic)
High level of computer literacy i.e you know how to do computer stuff
Attention to detail
Friendly, Intelligent and Caring
Exceptional English - spoken and written
Great time management
Diligent
Able to work to your own beat
A desire to help people and be rewarded for helping
Salaries are dependent on experience, the position and relevant skills ranging from $65,000 - $120,000+ with Financial Advisors having uncapped earning potential here $250,000 We are flexible for part time roles for the right candidate and Fridays off for the full timers!
If you want to join a great business that isn't going to chain you to your desk and watch the clock as you work, pop us your resume via the Apply Button with a cover letter that includes the role (or roles) you think would suit you as ALL DIRECT EMAILS WILL NOT GET A JOB because reading this is part of the application process. We will only be contacting the short listed applicants.
We are looking for fantastic people that are great at their jobs and want a long term work / life balance! We want people that care about their jobs and want the responsibility that goes with it. Everybody here loves their jobs, and we know you will also.
