Financial Adviser

Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2025 in Australia and Best Place to Work for Women 2026?

Ironbark Financial Group has an exciting opportunity to join the Newcastle team. We are seeking an experienced Financial Adviser to work in the Broadmeadow office, full-time, joining the energetic team.

What we offer

When you join the wider Ironbark family, you gain access to a multitude of benefits, including:

• Upon completion of probation, opportunity to access a wide range of benefits

• Time off to volunteer for community initiatives or chosen charities.

• Participation in our “Celebrate Success” offsite conference and event, fully sponsored by Ironbark.

• Continuous learning and development opportunities

This is a diverse, engaged and rewarding role and allows you to provide an excellent client experience daily. You’ll be part of an engaged and motivated network of people that values your contributions and encourages personal growth.

About you:

• Humility – a collaborative professional who values team and client success over personal recognition. They are receptive to feedback, willing to acknowledge knowledge gaps, and appreciative of the contributions of colleagues at all levels.
• Drive – a motivated and proactive individual with a strong work ethic and commitment to excellence. They take initiative, embrace opportunities to expand their expertise in delivering financial advice, and consistently deliver reliable, high-quality outcomes for clients.
• Emotional intelligence – strong interpersonal skills with the ability to build trust, communicate with empathy, and navigate sensitive situations with professionalism and care. The successful candidate will contribute positively to team dynamics and foster strong client relationships.
• Technical knowledge and knowledge of regulatory and legislative obligations related to financial planning.
• 3+ years’ experience providing financial advice to clients.

Key role responsibilities:

• Provide efficient, compliant, and accurate administration to deliver quality financial advice.
• Proactive interaction with clients and team members to ensure all necessary information is up to date and current in client management database and in client account records.
• Work in progress reporting and task management.
• Proactive phone calls and client contact to ensure ongoing support services are delivered.

Qualifications

• Tertiary qualifications in financial services or a related discipline (completed) – current Authorised Representative, authorised to provide Financial Advice in Australia.
• FASEA higher education requirements met – documentation of completion required.
• Standard background checks include but are not excluded to; criminal history, bankruptcy, ASIC.

About Us

Ironbark is Australia’s trusted home of great advice. We are a large, holistic financial planning business that currently has offices located throughout QLD, NSW, VIC, ACT & TAS. With a growing team of over 400, our financial advisers and support people are dedicated to empowering our clients to live their best possible lives.

Our strength comes from delivering tailored, high-quality advice based on a consistent process. Importantly, Ironbark Advice's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams.

At Ironbark, we're not just dedicated to helping our clients live their best possible lives – we're equally committed to fostering an environment where our team members thrive. As Richard Branson aptly put it, "Clients do not come first. People come first. If you take care of your people, they will take care of the clients." You will find a very open and transparent culture, that you have every opportunity to share ideas and insights, and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career development.

Remuneration package offered ranges between $140,000 -$165,000, inclusive of superannuation, dependent on level of education and experience.

Next steps

Ready to embark on this exciting journey with us? Apply now by sending your covering letter and resume to [email protected]

We are thrilled to hear from you.