Financial Adviser (Wealth Management)

Are you a financial adviser with a passion for aged care advice/planning?

HLB Mann Judd is an Australasian Association of accounting firms with offices throughout Australia and New Zealand. As a member of HLB Australasian Association, the firm is part of a network of professional accountants and business advisers with offices in more than 150 countries throughout the world. We are ranked in the top 12 largest accounting and business advisory groups worldwide. In South East Queensland, we have 10 Partners and 50 staff in the Brisbane office.

Working alongside other like-minded professionals you will be working in a dynamic close knit team, comprising of our Superannuation Team and Financial Planning staff. The Director is looking for a motivated professional with a minimum of 2 years’ experience in an advice environment, ideally with a passion for aged care planning.

The successful applicant

The successful candidate will be able to demonstrate a proven track record in a similar role, ideally in a IFA practice. The individual must have a general understanding of financial planning principles and its application in practice, a passion for aged care planning plus the ability to prepare advice with limited assistance. Software experience with XPlan would be advantageous. The successful candidate would have completed a degree and post graduate studies in Financial Planning.

In your application please address the above criteria and include a copy of your academic transcript from your university degree.