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Pathfinders Consulting Pty (LTD)

Experienced Financial Adviser (Commission Based)

1234, ZAVor OrtUnbefristetVollzeit

Veröffentlicht am 22. Sept. 2026

Diese Stelle wird in EN ausgeschrieben

This is a remote position.

Our Client, a leading financial services provider, is seeking an Experienced Financial Adviser to join their national team. This is a commission based opportunity for a seasoned adviser with a proven track record in financial planning, investments, and client relationship management.

About the Role

As an Experienced Financial Adviser, you will deliver comprehensive financial planning and advice across insurance and investment products, working with clients nationally. Our Client values advisers who combine technical qualification with a strong record of client trust and results.

Key Responsibilities

Deliver financial planning and advice across Long Term Insurance and Investment product categories

Manage and grow a portfolio of clients through proactive relationship management

Ensure ongoing compliance with FAIS, RE5, and FSCA Fit and Proper requirements

Maintain and complete Class of Business (COB) accreditation in Long Term Insurance and Investments

Uphold personal integrity and professional standards in all client dealings

Requirements

Do you have a minimum of two years financial planning experience?

Do you hold a recognised FAIS qualification reflecting at least 120 credits?

Have you passed the regulatory examination for representatives, RE5?

Have you completed Class of Business (COB) for Long Term Insurance and Investments?

Can you demonstrate a proven track record in successfully managing client relationships?

Are you able to meet FSCA Fit and Proper requirements regarding character, honesty and integrity?

Benefits

What Our Client Offers

Competitive, uncapped commission based earning structure

National opportunity to manage and grow an established or personal client portfolio

A reputable, established financial services environment

Rollenübersicht

Jobart

Vollzeit

Erforderliche Kompetenzen

Financial Planning (insurance & investments)Long-Term Insurance product expertiseInvestment product expertiseClient Relationship ManagementPortfolio Growth and ManagementRegulatory Compliance (FAIS, RE5, FSCA Fit & Proper)Class of Business (COB) accreditation managementProfessional ethics and integrity in client dealingsSales and commission-based revenue generationRemote/national client managementFAIS qualification (120 credits) - regulatory knowledgeRE5 regulatory examination competency

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