# Specialist Financial Planner

> Mojo Recruit · Herston, Australia · Full-time · Posted 2026-05-15

**Salary:** AUD 135,000–150,000

**Workplace:** on_site

**Department:** Doctors Wealth

## Description

### **Specialist Financial Planner | Doctors Wealth**

**Location:** Herston (2km from Brisbane CBD)

**The Opportunity:** A high-performing boutique practice seeking an ambitious Financial Planner to specialise in advice for doctors and their families.

### **Why Join Us? (Benefits & Culture)**

-   **Clear Career Pathway:** Direct mentoring from the Principal to transition you into a specialist role.
-   **Focus on Advice:** Dedicated client service and paraplanning support so you can focus on strategy and relationships.
-   **Strategic Input:** Ability to help shape the future of the practice and participate in business planning/coaching groups.
-   **Prime Location:** Modern office near cafes and amenities, just minutes from the CBD.
-   **Supportive Culture:** A collaborative, positive environment where your growth is a priority.

### **The Role**

Starting as an Associate Adviser, you will work closely with the Principal to master the unique financial landscape of medical professionals.

-   **Client Management:** Manage a group of key clients with full support.
-   **Specialisation:** Develop deep expertise in doctors' career trajectories, specialties, and financial challenges.
-   **Growth:** Actively retain and grow a client base of medical professionals.
-   **Compliance:** Maintain high ethical standards and regulatory excellence.

### **About You**

You are a dedicated professional ready to break through a "career ceiling" and take on a long-term, key role in a growing practice.

**Must-Haves:**

-   **Experience:** Minimum 1 year as a qualified, FASEA-compliant Financial Planner.
-   **Attributes:** Proactive mindset, high attention to detail, and unquestionable integrity.
-   **Spirit:** A genuine passion for helping clients and a thrive-in-a-team attitude.

**Nice-to-Haves:**

-   Intermediate **XPlan** skills.
-   Experience in **Personal Insurance** (Life, TPD, Income Protection).
-   **Cert IV** in Finance/Mortgage Broking.

### **Who We Are: Doctors Wealth Planning**

Since 2011, we have provided holistic, specialist wealth management to doctors across Australia. Our mission is to handle the financial complexities so our clients can focus on their life-saving work. We live by our values: **Client First, Trust, Quality, and Continuous Improvement.**

**If this sounds like you "Please Apply"**

## Apply

[Apply at Mojo Recruit](https://apply.workable.com/mojo-recruit/j/848582E596/apply)

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