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Join a team in your local community today. No roles available? Set up an appointment with one of our friendly Financial Planning recruitment sepcialists to talk about upcoming future opportunitties.


Launched in 2012, our financial advisory business has offered an exciting new approach to help all Australians make better choices with their money so they can afford to live the life they want to live.

Today, we are a fully-fledged financial advice business offering our increasing customer base an extensive range of financial planning services. Contact us today to discuss available financial adviser jobs and opportunities we have.

Current roles available

An exciting opportunity now exists at Mortgage Choice Financial Planning, with the office based at Carnes Hill.

  • Work close to home
  • Strong consumer brand
  • Warm leads and existing client book to develop
  • Team environment
  • Administration Support

The company

Mortgage Choice, listed in ASX300, has helped thousands of people create their homes through a national network of over 400 franchisees. In 2012 we launched our Financial Planning arm helping people plan to afford to do the things that matter to them, both now and in the future.

Mortgage Choice in Carnes Hill is one of the longest-serving franchisees. Having won several industry and group awards, we are now looking at expanding our existing financial planning business with the right candidate.

The role

An outstanding opportunity exists to join our team providing outstanding financial planning advice and customer service. In this role you will support the mortgage broker, by providing financial advice to clients.

You will be given the opportunity to generate new clients from a steady stream of warm leads across a range of advice areas, including super, insurance and investment strategies.

This is an excellent opportunity for a self-motivated and innovative financial adviser who wants to take a fresh approach to making financial planning real and relevant for all Australians.

Your offer
  • A passion for financial planning
  • A team player with a long term perspective
  • Quality client engagement and influencing skill
  • Strong analytical skills with attention to detail
  • Client focused and have a willingness to help and support clients in achieving their goals and objectives.
  • Enjoy working in a team environment while also being a self-starter and motivated autonomous worker.
  • Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.
  • Solid advice compliance record
  • Strong time management skills to meet deadlines.
The must-haves

As a driven and motivated candidate, you will possess as a minimum the following:

  • RG146 compliance
  • Advanced Diploma of Financial Services
  • Demonstrated education pathway to meet new legislative requirements
  • 3 years + proven success as a financial adviser
  • Exceptional relationship building skills
  • Excellent verbal and written communication skills
  • High level of internal motivation and drive to meet and exceed client expectations and business performance requirements.
  • Strict adherence to Risk, Compliance and Advice processes and protocols.

Next Steps

If you think this career opportunity is for you please apply via the link below or send an email with a covering letter to admin.liverpool1@mortgagechoice.com.au

Please note: Only those candidates that meet the requirements will be contacted.

Talk to our Franchise Recruitment team today


Hear from our advisers


"I believe the services and support provided by the Licensee represents great value that the cheaper models could not provide."


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Deepak Bansal - Financial Adviser
VIC

"The professional community is good. If I want to bounce something off another adviser, I just pick up the phone. You have a network you can talk to, so you’re in your own small business but not alone."


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Callie Scheffer - Financial Adviser
NSW

"One of the biggest struggles can be generating leads, but we don't have that problem. Constant leads are the major point of difference at Mortgage Choice. You can start a financial advice business from scratch, even if you don't have a client base and grow it very quickly."


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David Taylor - Financial Adviser
VIC

"I was one of the first advisers to come on board with the Mortgage Choice Financial Planning and since day one of induction, the ongoing support has been amazing. There is a real focus on helping advisers grow their referral partnerships and build their businesses."


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Tim Hayman - Financial Adviser
NSW

"I believe that in order to grow as an Adviser in a FOFA world you need significant new client facing opportunity. Partnering with Mortgage Choice gave me exactly that, at a volume I never could have imagined"


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Lachlan Semmens - Financial Adviser
SA

"I made the move to become a franchise-based adviser at Mortgage Choice because I wanted to achieve my long term career goals and build something I could be proud of. Our clients are at the heart of everything that we do and every decision we make"


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Carolyn Spampinato - Financial Adviser
NSW

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