We are looking for an experienced Financial Adviserto join an award winning team and take ownership of an established client portfolio. This is an prospect to work with a firm that’s genuinely committed to client outcomes, qualified excellence, and long-term relationships.
As the new adviser, you’ll provide holistic, strategic financial advice across wealth creation, retirement planning, superannuation, investments. You’ll be the trusted point of contact for your clients, helping them navigate life’s financial decisions with clarity and confidence.
Key Responsibilities
- Manage and grow an existing client portfolio
- Conduct client meetings and deliver tailored advice strategies
- Prepare and review Statements of Advice and ongoing review documentation
- Work closely with paraplanning and client services support teams
- Build solid long-term client relationships
- Maintain compliance with all regulatory and professional standards
Demonstrated skills
- Extensive experience working as a Financial Planner (AR)
- Strong strategic and business mindset
- Ability to build strong relationships with clients
- Great understanding of compliance frameworks in the advice industry
- FASEA education requirements
Benefits
- Very attractive salary package
- Opportunity to work in a successful and fun business
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities
- Fun social events
Why Apply?
This is an excellent opportunity to join a respected advisory business offering quality clients, strong internal support, genuine flexibility and the opportunity to build a long-term career within a stable and growing firm.