- Permanent role in Karratha, WA.
- Incredibly competitive remuneration & commission!
- Part-time flexibility | Complete flexibility around work hours & days!
PERSOL is recruiting an experienced Financial Adviser to join a growing financial planning & wealth management practice, based in Karratha.
The Opportunity
Working with a diverse client base that includes individuals, families, professionals and business owners, you will provide holistic financial advice and ongoing strategic guidance while managing and growing a portfolio of clients. You will be supported by an experienced team committed to delivering exceptional client outcomes in a collaborative and professional environment.
Key Responsibilities
- Build and maintain trusted, long-term client relationships.
- Conduct discovery meetings, strategy sessions, advice presentations and annual reviews.
- Develop tailored financial strategies across wealth creation, retirement planning, superannuation, investments and personal insurance.
- Prepare and present compliant Statements of Advice (SOAs).
- Implement advice strategies and provide ongoing reviews.
- Build referral relationships with accountants, solicitors and other professional partners.
- Contribute to the continued growth of the practice and client base in the Pilbara region.
About You
- 3-5+ years' experience as a Financial Adviser or Financial Planner.
- Australian financial advice experience.
- Strong knowledge of superannuation, investments, retirement planning and personal risk insurance.
- Experience preparing and presenting Statements of Advice.
- Excellent client relationship and communication skills.
- A strong understanding of compliance and regulatory obligations.
Essential Qualifications
- Relevant Bachelor's degree or recognised financial planning qualification.
- Successfully completed the Financial Adviser Exam.
- Current ASIC Financial Adviser registration.
- Completion of applicable education requirements.
- Current CPD compliance.
- Professional association membership (FAAA preferred).
Desirable Experience
- Boutique financial planning experience.
- Experience managing an existing client portfolio.
- Exposure to Xplan, AdviserLogic, Midwinter or similar advice software.
- Experience working alongside accountants and other qualified advisers.
- Experience advising high-net-worth individuals and business owners.
What's on Offer
- Part-time flexibility to choose your own work days and hours.
- Prospect to join a growing boutique advice practice.
- Supportive leadership and collaborative culture.
- Existing client base with genuine opportunities for growth.
- Long-term career development.
- The opportunity to build and expand a client portfolio within the Pilbara region.
- Seriously competitive remuneration & commissions!
Applicants currently based in Karratha, as well as advisers who are open to relocating to the Pilbara, are encouraged to apply.
To learn more about this opportunity, apply today or contact Michelle Park for a confidential discussion - [email protected]