Financial Planner

Details of the offer

Job Type: Full time
MGI South Queensland is a long-standing mid-tier advisory, accountancy, and audit firm with a 100 plus year history, experiencing continued growth.
We are more than just accountants.
We partner with clients to provide business coaching, outsourced CFO services and financial management, audit and assurance services, and much more.
As part of MGI Worldwide and MGI Australasia—an international network of independent audit, tax, and accounting firms—our expertise spans audit and assurance, corporate advisory, outsourced CFO and financial management services, IT support, superannuation, wealth and risk management, taxation advice, and grants.
We work with SMEs, family businesses, listed entities, professionals, individuals, and government bodies.
The Opportunity:This is an exceptional role for an experienced Financial Planner looking to fast-track their path to equity and eventually own part of the firm.
You'll have the autonomy to grow your practice, implement your preferred financial planning software, and build your own client base while receiving support from our established Business Services, CFO, and Audit divisions.
What You'll Do:Provide exceptional expertise and personalised financial planning advice to a variety of clients, from small to medium-sized enterprises (SMEs) and family businesses.Stay up-to-date with regulatory requirements, industry trends, and best practices in financial planning and wealth management.Collaborate with internal teams to deliver holistic and innovative solutions to clients.Build long-term relationships by offering personalised, expert advice.Expand your client portfolio by sourcing new opportunities and growing the business.What We're Looking For:Proven experience as a Financial Planner, with a focus on SMEs and family businesses.Proven ability to grow your client base and practice.A strong ability to manage and nurture existing client relationships while pursuing new business.An entrepreneurial mindset with the drive to build and grow your practice.Relevant qualifications and a commitment to professional development.Excellent communication and interpersonal skills, with a client-centric approach.Why Join Us?At MGI, you'll have the freedom to shape your future while receiving the support to build your own business.
If you're ready to take ownership of your career and are driven to work towards equity, this is the opportunity for you.
What We Offer:A growing client base and professional network to tap into.A clear pathway to equity.A supportive, mid-tier environment where your success is backed by a strong platform.Opportunities for leadership and professional development in a growing division.Autonomy to grow your own client base and drive business development.Competitive salary and performance-based bonus structure.To apply, submit your CV and a brief cover letter outlining your experience and interest in this opportunity.
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Nominal Salary: To be agreed

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