05 Aug
|
Gallagher AJG
|
New South Wales
05 Aug
Gallagher AJG
New South Wales
Build Your Financial Advice Career with Gallagher
Are you a motivated Financial Adviser looking to take the next step in your career?
Gallagher is seeking a client-focused adviser to join our team.
This is an excellent opportunity to join a growing and team-oriented team where you'll work with an established client base, strengthen your advisory skills, and play a meaningful role in helping clients achieve their financial goals.
If you're passionate about building long-term client relationships and delivering high-quality advice, we'd love to hear from you.
About Us:
Gallagher is a leading provider of Private Wealth, Corporate Benefits and HR Consulting solutions across Australia.
As part of one of the world's largest insurance brokerage, risk management and consulting organisations, we combine global expertise with local knowledge to support clients in more than 130 countries.
We partner alongside businesses to align their people strategy with their overall business goals to achieve greater productivity, profitability and growth, offering solutions including Personal Financial Advice, Life Brokerage, Corporate Employee Benefits, Health Benefits & Digital Engagement Financial platforms.
About the Role
This is a traditional servicing-focused Financial Adviser position supporting an established portfolio of clients.
You'll work closely with experienced advisers and support teams to provide ongoing strategic advice, strengthen client relationships, and identify opportunities to enhance client outcomes.
Key responsibilities include:
Managing and developing relationships with an existing portfolio of clients
Conducting review meetings and delivering ongoing strategic advice
Identifying opportunities to enhance client outcomes across a range of advice areas
Preparing for and participating in client meetings
Working closely with paraplanners, client service professionals and senior advisers
Ensuring all advice documentation and client interactions meet compliance and regulatory requirements
Contributing to a collaborative, high-performing and client-focused team culture
Working across both the Norwest and North Sydney offices as required (primary location is our Norwest office)
About You
To be successful in this role, you will have:
Approximately 2 to 3 years' experience in a Financial Adviser role, including your Professional Year
Relevant tertiary qualifications and satisfaction of ASIC education requirements
Strong knowledge of financial planning strategies, advice processes and regulatory obligations
Excellent communication and relationship-building skills
A genuine passion for helping clients achieve their financial goals
Strong organisational skills and attention to detail
A proactive, professional and client-centric approach
Why Join Us?
Established and loyal client base
Strong administrative and advice support
Competitive annual incentive plans
Ongoing professional development and career growth opportunities
Collaborative and supportive team environment
Exposure to a diverse range of clients and advice needs
Modern offices located in both Norwest and North Sydney
Why work with Gallagher?
At Gallagher, we believe our people are central to our success.
We are committed to creating an workplace where our employees can grow, thrive and build rewarding careers.
We are proud to have been recognised as a Finalist in the **** Australasian Inspiring Workplaces Awards, celebrating organisations that put people first and foster cultures built on trust, inclusion and purpose.
Some of the perks we offer include:
Flexible hybrid working arrangements
Modern offices in Norwest and North Sydney
Employee Assistance Program (EAP) for you and your family
Access to Gallagher Rewards, offering discounts with hundreds of major retailers
Paid Community Service and Volunteer Leave
Salary sacrificing options, including the ability to purchase additional annual leave
A family friendly workplace - we offer up to 16 weeks paid parental leave
A supportive, collaborative and inclusive culture
We support diversity and inclusion in all our workplaces.
Applications are encouraged from Aboriginal and Torres Strait Islander people, people with a multicultural background, or members of the LGBTIQ community.As proud sponsors of the Special Olympics International, we welcome applications from people who live with disability.
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📌 Financial Adviser (New South Wales)
🏢 Gallagher AJG
📍 New South Wales