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Join the Financial Planning team

Over the last 25 years Mortgage Choice has revolutionised the home loan industry. We've put choice, control and value back into the hands of consumers. Today, we're building on that trust to deliver a fresh, new model for financial planning. Joining our team could be an outstanding opportunity for you.


Current roles available

The opportunity

A unique chance to join a rapidly growing national business that is setting the benchmark for the provision of outstanding financial planning advice and customer service.

We are looking for Financial Advisers who want to build long term relationships with their clients and who want to take a fresh approach to making financial planning real and relevant for all Australians.

This opportunity may also provide you the ability to transition into an equity position in the future.

The challenge

Possessing an impressive Financial Services background, you will be able to utilise your demonstrated experience, notably in insurance, superannuation and retirement planning, complex investment and SMSF related advice.

The must-haves

  • As a driven and motivated candidate, you will posses as a minimum the following:
  • Advanced Diploma of Financial Services
  • 3-5 years’ proven success as a Financial Adviser
  • Exceptional relationship building skills
  • Excellent verbal and written communication skills

If you think this role sounds like you, contact us today!

Mortgage Choice is Australia’s leading mortgage broker and is the only specialist mortgage broker listed on the Australian Stock Exchange.

We believe that every Australian has the right to home loan and financial advice they can trust and afford. Everyone’s circumstances are different and we focus on getting you the right outcomes for you so you can get on with leading a rich and rewarding life, knowing you are in control of your finances.

An opportunity exists for an entry level Financial Adviser who is motivated to join a growing financial planning business. We are searching for a highly motivated, energetic and passionate adviser who is committed to offering quality solutions to our clients.

Ideally this role would suit an individual who is undertaking a career change or would like to progress further in the industry.

Through mentorship with an experienced financial adviser, you will have a wide variety of responsibilities that will assist in our business growth and ensure that you can transition to a Financial Adviser role. These responsibilities will include:

  • Growing your technical knowledge
  • Financial product research and analysis
  • Draft client strategy preparation
  • Prepare draft Statements of Advice
  • Consult with insurance underwriting
  • Attend client appointments as required
  • Engage with clients


Requirements:

  • Diploma of Financial Planning and RG146
  • Ideally a tertiary qualification
  • Highly motivated to pursue a financial planning career
  • Excellent communication skills
  • Have the ability to build strong relationships
  • Committed to providing high quality client solutions


If you think this role sounds like you, contact us today!

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