Oxlade Financial is an independent financial planning firm in Newstead, Brisbane. As independent advisers, we work on a solely fee for service basis – no affiliations, no commissions – and ultimately just focus on doing whatever is best for our clients.

We manage our clients’ money like it’s our own, offering holistic, end-to-end, ongoing advice. 

We are building a reputation for excellence in both advice and service, and this is something we are all very committed to. We have a 97% client retention rate year on year.

If you are looking for a dynamic, rewarding and exciting forever work place as an Adviser, then we would love to hear from you.

We are open to different levels of experience – the most important priority for us is finding the right person, and we will work hard to support you to achieve your career goals. You’ll work closely alongside our MD and other experienced advisers, as well as our experienced Client Service team. 

Your priority will be:

• Onboard new clients: Tap into our very strong flow of in-bound enquiries to grow your own client base
• Proactive client management: Establish meaningful, long term working relationships with your clients through proactive and regular engagement
• Deliver excellent advice: Provide well considered, comprehensive, ongoing financial guidance to your valued clients

• Attractive salary package: Competitive base + stellar bonus structure, plus potential medium-term equity opportunity.
• New business focus: Backed by extensive ongoing marketing activity, we have an excellent flow of new client enquiries (250+ in-bound enquiries received so far this year). If you are excited by the opportunity to build your own book, then this is the role for you – we have the systems and the team to support you to turn these enquiries into a thriving client base.
• Build your career: Surround yourself with a group of experienced & technically strong advisers – we value collaboration and working together/learning from one another.
• Find your forever work place: We are a rapidly growing, award-winning firm. We want to create a workplace where you will want to stay and grow for 10 years+.
• Diverse clientele: Work with engaged, loyal clients – we predominately work with pre-retirees, ambitious professionals and Doctors.
• Award-winning firm: FS Power 50 2023, Client Servicing Company of the Year 2024, and more!
• Independent advice: No affiliations, no in-house products, no commissions, truly independent advice.
• Amazing team culture: Our team are just genuinely good people – we take our work seriously, but we have a great time along the way. We have a culture of looking after each other, celebrating the wins, growing as a team.

You’re not just looking for a job; you’re looking for a place to make a real impact and that you can make your forever work home. Here’s what we’re looking for:

• Experience: Experience as a Financial Adviser (or Associate) with strong technical skills
• Qualifications: Degree qualified and working towards (or willing to work towards) your CFP
• Proactivity: A positive, energetic approach – a true self-starter
• Autonomy: Ability to work independently and manage a busy workload
• Attention to detail: Precision and care in your work
• Team spirit: A collaborative team player who thrives in a fast-growing, fun environment

If you’re ambitious, passionate, and ready to make your mark, we want to hear from you! Send your CV and cover letter to emma.oflynn@oxlade.com.au and tell us why you’re the perfect fit for Oxlade Financial.