FINANCIAL ADVISER About Us Murray Nankivell is a privately owned and run business in Regional SA.
Murray
Nankivell provides a broad range of professional services across Accounting, Business Consulting and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisers who hold an Australian Financial Services Licence.
Murray
Nankivell are committed to forming close partnerships with our clients, enabling us to understand their unique situation and customise the assistance we provide to suit their requirements.
Why join us Exceptional income potential – we offer up to $150,000 per annum.
We have a strong focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work.
We are an extremely successful firm, with a large and high-quality customer base. This enables us to provide direct referrals from our accounting customer-base.
About The Role We have a great new opportunity for a passionate and highly driven Financial Adviser with direct equities investment and SMSF experience, to join our team. The successful candidate can work out of any one of our three full time offices; Murray Bridge, Bordertown or Naracoorte. Our support team for Financial Planning are in Naracoorte.
All induction and training will be conducted from this office. The successful candidate would need to work from this location for induction, to establish rapport and strong working relationships and complete familiarisation with systems and processes. Ongoing travel will be required to cover our client base in the South East, Murraylands and Western Victoria, collegiately with other internal Advisers.
You are not required to bring current clients,
but to succeed in the role, you will have the ability to source new clients.
Key Responsibilities Collaborate with financial planning and accounting teams to identify opportunities and provide holistic wealth advice to clients with a variety of wealth needs
Undertake quality consultative conversations with clients to understand their needs and provide personalised financial advice
Assist clients with often complex decisions around the best way to protect and grow their wealth and structure their investments
Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business
Strict adherence to Risk, Compliance and Advice processes and protocols About You Minimum educational requirements Undergraduate or postgraduate degree qualification that meets the requirement of FASEA Practical experience Minimum 3 years of financial planner experience providing holistic advice to clients (face-to-face)
Experience with SMSF and direct equities investments would be an advantage but not essential Knowledge and skill Solid understanding of tax, superannuation, retirement income streams, investments and social security
Good knowledge of retirement strategies, direct equities, managed investments and personal risk/insurance advice
Excellent interpersonal and communication skills, including the ability to communicate complex scenarios in a manner that is engaging and allows for the client to get it
Specialist qualifications in SMSF’s would be an advantage
Previous experience with Xplan financial planning software preferred but not essential To make confidential enquiries call Tony Bedworth on (08) 8765 7777