Financial Adviser (Servicing)- South Bank, QLD

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Brand: Finance, Procurement, Legal, Privacy, Property
Work type: Full time
Location: Queensland
Categories: Finance & Strategy

 

Financial Adviser (Servicing)

 

About the Business 

 

Moneywise Global (MWG) is the trusted source of financial services and wellbeing education for the Flight Centre Travel Group’s (FCTG) employee base and beyond. Our services include a financial literacy platform, a money mentor program, tax services, mortgage broking and financial advice where this role is offered. We are a brand with a 28-year history and critically support FCTGs #1 philosophy, Our People.  

 

 

About the Opportunity 

 

Moneywise Financial Advice is an accredited offer with an established and growing client base with regular, quality referrals and constant supply of opportunities from aligned and established corporate super plans. The purpose of the Financial Adviser role is to deliver comprehensive advice services to Flight Centre employees and external clients.

We are a genuine, friendly team, shaped on the culture and philosophies of Flight Centre Travel Group. You will work closely with the Financial Advice Team Leader, our Client Services Officer and the broader Moneywise team. You will have daily team, customer, supplier, and wider FCTG contact.

 

 

In this role you will: 

 

  • Manage existing clients and new clients through leads and a steady stream of referrals.
  • Provide timely and appropriate comprehensive financial advice to MWG clients in a client-centric, compliant manner.
  • With support from the Team Leader and support staff, build your client base through client advocacy and FCTG staff base and aligned super fund support.
  • Continuously develop technical and product knowledge to deliver high quality financial advice in in the best interests of our clients.
  • Build and maintain effective relationships with the Financial Advice team, broader MWG team and key stakeholders across FCTG.  

 

You will do well in this role if you have: 

 

  • Finance Advice qualifications (including FASEA) reflected on the Financial Advice Register enabling AFSL authorised representative status.
  • Minimum 3 years’ experience as a Financial Adviser, with knowledge across a range of strategies including specialist knowledge in superannuation and personal insurances.
  • Experience managing an existing book of ongoing service clients, with demonstrated capacity to engage new clients.
  • High level competency of Xplan including Wealthsolver, Risk Researcher and XTools
  • Industry platform and site proficiency for retail and industry super funds, and major insurance providers.
  • A thorough understanding of financial planning regulations and strong compliance history
  • An engaging customer service and team collaboration mindset 
  • Attention to detail, excellent time management and a real pride in delivery 
  • Excellent verbal and written communication skills, with the ability to communicate complex financial topics clearly and succinctly across all levels
  • Initiative and high motivation enabling an independent and remote working environment. 
  • A passion for customer and business outcomes, understanding this privileged position can have a significant impact on the lives of our clients

 

What’s in it for you:  

 

  • Salary on offer, $110k Base Plus Super and opportunity to earn incentive payments based on alignment to Key Performance Indicators for the role and wider group performance.
  • A flexible work environment, offering a hybrid arrangement working from home and FCTG Global HQ in South Bank, Brisbane.
  • Small team environment with experienced Team Leader and Senior Adviser, offering extensive training and development, with opportunities for promotion within Moneywise Financial Planning, Moneywise Global and the wider Flight Centre Travel Group  -we promote from within.
  • Attendance at our AFSL annual conference (Auckland 2023, Danang 2024 and Phuket 2025)
  • Travel discounts including family and friends as well as health and wellness discounts and benefits
  • Awards events and social team building events, and opportunity to attend global conference (Bali 2023, Lisbon 2024 and Los Angeles 2025)  

 

We value you

 

Flight Centre is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

 

Irreverence. Ownership. Egalitarianism. 

 

Our Talent Acquisition Team kindly requests no unsolicited resumes or approaches from Recruitment Agencies. Flight Centre Travel Group is not responsible for any fees related to unsolicited resumes.

#LI-BC1#MWG#LI-Onsite

 

 

Applications close: E. Australia Standard Time

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