Financial Adviser

About the role

As a Financial Adviser with Eclipse, you will be responsible for managing and developing client relationships and delivering high-quality, compliant strategic advice. You will have the opportunity to work across a diverse range of client circumstances and advice needs, while being supported by experienced internal resources. You will work closely with Client Service Managers and experienced administration staff, in-house and external paraplanning resources, Investment Committee and portfolio support, and other advisers and the broader Eclipse team. This structure is designed to allow advisers to spend more time doing what matters most — engaging with clients, providing advice and developing long-term relationships. The successful candidate will have the opportunity to progressively take the lead of an established client base while also contributing to the continued growth of the practice.

Key responsibilities

• Conduct comprehensive client meetings and financial assessments to understand clients' circumstances, objectives, goals and aspirations
• Develop and implement personalised financial strategies across areas including investments, superannuation, retirement, pensions, insurance and estate planning
• Prepare, present and support implementation of Statements of Advice, Records of Advice and other advice documentation
• Provide ongoing strategic advice as clients' circumstances, objectives and financial markets evolve
• Build and maintain strong, trusted and long-term client relationships
• Conduct regular client reviews and proactively identify opportunities to improve clients' financial position
• Work collaboratively with paraplanning, client service, VA and investment support teams to ensure advice is delivered efficiently and accurately
• Maintain high standards of compliance, documentation and file management
• Keep current with legislative, regulatory, investment and industry developments
• Contribute positively to the culture, development and growth of the Eclipse leadership team and practice

About you

• Current authorisation as a Financial Adviser and registered on the ASIC Financial Advisers Register (FAR)
• Met the applicable education standard under the current financial adviser professional standards
• Successfully completed the Financial Adviser Exam (FASEA)
• Current compliance with applicable CPD requirements
• Minimum of 3 years' experience providing holistic financial advice within an Australian financial advice practice
• Strong communication, relationship management and organisational skills
• Experience with Xplan or an equivalent advice/CRM platform
• Ability to manage a client base and deliver advice within a structured and compliant advice process
• Enjoys working directly with clients and building genuine long-term relationships
• Strong attention to detail and commitment to quality and compliance

About us

Eclipse Financial Planning was established in the Whitsundays in 2003 and expanded into Southeast Queensland in 2018. Our Coomera practice is an established and growing financial advice business managing close to $200 million in client assets, with a strong focus on delivering quality strategic advice and long-term outcomes for our clients. Our advice encompasses investment and portfolio management, superannuation and SMSF strategies, retirement planning and pension strategies, personal and business risk insurance, cash and deposit strategies, direct securities and investment solutions, estate planning and wealth structuring, and business coaching. Our investment philosophy has a strong focus on long-term wealth creation, diversification and disciplined portfolio management, supported by managed portfolios within our in-house registered SMAs.