CAREERS AT 5 FINANCIAL

Financial adviser

As a financial adviser at 5 Financial, you'll work closely with clients to understand their goals and develop tailored strategies that help them build and protect their wealth. You'll provide holistic advice across areas such as superannuation, investment, insurance and retirement planning, all within a supportive team environment that values integrity and long-term relationships over quick wins.

Requirements

Relevant qualifications in Financial Planning (e.g. Graduate Diploma of Financial Planning)
FASEA compliance and current registration with ASIC
Minimum 2+ years’ experience in providing financial advice
Proven ability to manage and grow client relationships
Understanding of financial strategies across superannuation, insurance, investments and retirement

Skills

Strong interpersonal and communication skills
Ability to simplify complex financial concepts for clients
High ethical standards and commitment to acting in clients’ best interests
Collaborative mindset — enjoys working in a team environment
Strong attention to detail and organisational skills
A team player with a service-first mindset