Our Client

An excellent prospect has arisen for a Financial Planner to join an established financial advice firm (15+ staff) in the Adelaide CBD.

You will be taking over an existing book of clients with the support of a well-experienced back office team.

Our client focuses on providing high levels of service to their clients. They pride themselves on their high-performing brand in the Adelaide market along with strong referral partners. You will be looking after a book of clients and taking on new clients referred to you. No cold-calling and expectation to generate new business.

The role

- Manage an established portfolio of clients, providing ongoing strategic financial advice.
- Conduct annual and ongoing review meetings, ensuring client strategies remain appropriate as circumstances evolve.
- Develop and implement tailored advice across: Wealth creation and investments, Superannuation, Retirement planning,



Personal insurance, Estate planning considerations
- Approve and sign-off all advice documents, ensuring all advice is consistent with the Client’s goals, risk profile and scope.
- Provide quality advice for clients on complex decisions they need to make regarding their wealth

About you
- 2+ years experience as an Authorised Representative
- Experience using XPLAN or similar financial planning software
- Must meet ASIC education requirements
- Strong client centric approach and ability to build on relationships with key referral partners

Please apply for this role if you are interested in a confidential conversation or email [email protected] your updated resume.

📌 Financial Adviser - Existing Book (Adelaide)
🏢 CANDOR Recruitment
📍 Adelaide