Our client is a well-established Financial Advice Practice who are renowned for their professionalism and strong focus on providing quality advice to their clients. With a great team environment and designated back-office support, a new position is available for an experienced Financial Adviser or Senior Adviser to join the team.

As Financial Adviser your position will be to manage a quality established client portfolio whilst provide comprehensive advice to new clients. Your client portfolio is varied and will include pre and post Retirees, Wealth Accumulators and Mum & Dad clients.

Additional elements of your role will include:

- Manage existing client portfolio and new business referrals.
- Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial goals and objectives.
- Provide comprehensive advice across all areas including Superannuation & Retirement planning, Centrelink, Investments, Insurances etc.
- Successfully manage relationships key stakeholders and internal referral partners.
- Maintain technical knowledge and ongoing training requirements.





We are seeking a professional and self-motivated individual who is passionate about financial planning and helping clients to achieve their personal financial goals.

You will have

- Experienced Financial Adviser or Senior Adviser - Min 2yrs exp.
- Completion of a relevant Tertiary qualification.
- Strong technical knowledge across all areas of advice.
- Self-managed and able to manage and the existing client book whilst meeting new clients.
- Strong communication and relationship skills.
- Able to work autonomously and within a team workplace.
- Comfortable utilizing various technology and software.

This is an excellent long-term career opportunity providing autonomy and flexibility along with competitive remuneration package plus bonus. For further information and confidential discussion, please contact Shelly on [0413 957 089](tel:0413 957 089) or apply through seek or email to [email protected]

📌 Financial Adviser or Senior Adviser - Quality Brand (Brisbane)
🏢 International Search Partners
📍 Brisbane