Join Our Team

Manly Financial Services is a creative, team-oriented workplace where we aim to make a positive difference every day to our clients and for our team.

We are always looking for innovative thinkers with a passion for helping their clients achieve their financial and lifestyle goals. If that sounds like the sort of place you would like to work, we would love to connect with you.

At the moment we are looking for:

The Successful Financial Advisers

You will possess the following qualities, skills, knowledge, and experience:

  • Own your own Financial Planning Practice and clients and can move licensees.
  • Have Strong organisational skills with a growth mindset, want to grow your business, clients, and revenue.
  • Existing ongoing revenue of $150,000 p.a and want to build it to over $400,000 p.a.
  • Minimum 3-5 years’ Financial Planning experience providing quality advice.
  • Broad financial advice knowledge. Eg Investments, Insurance, Centrelink and Retirement Planning.
  • Client centric approach to advice
  • Strong focus on compliance, clear understanding of legislative requirements and client’s best interests and share our firm’s values and mission.
  • Have a strong compliance history and background in terms of audit results.
  • FASEA compliant, and intention to complete the education requirements.
  • Looking for an environment where you can collaborate with other advisers and gain administration, para planning, IT, marketing, and compliance support.
  • Will follow our existing new business and ongoing service process to provide advice to new and existing clients.
  • Experience in dealing with business referrers such as accountants, lawyers, and mortgage brokers.
  • Familiarity with Adviserlogic software a plus but not essential
  • A proactive, good communicator with an ability to prioritise and meet deadlines
  • Comfortable working in a small office as part of a small, flexible team

Qualifications and Requirements

  • Minimum Dip FP FS (Diploma Financial Planning Financial Services). Advanced Dip FP FS preferred.
  • FASEA compliant – working towards or close to completing the FASEA exam.
  • Working towards completing the Graduate Diploma Financial Planning minimum requirements for Financial Advisers by 2026
  • Already ASIC Registered and FAR registered

Interested in Applying?

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We’re here to help, whatever your needs.

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