14 Aug
|
Hr Partners
|
New South Wales
14 Aug
Hr Partners
New South Wales
A premium, self-licensed financial services firm in the Newcastle is looking for a Financial Adviser to take over an established portfolio of approximately 50 clients.This role focuses entirely on advice quality and relationship management.
You will be backed by a full internal support team, including investment, compliance, paraplanning, and administration specialists.The RolePortfolio Management: Act as the primary adviser for 50 clients, managing all regular reviews and touchpoints.Strategy & Advice: Deliver holistic advice across superannuation, retirement, SMSFs, trusts, and tax-aware strategies.Portfolio Oversight: Collaborate with the internal investment team to manage direct equities, managed funds, and platform investing.Compliance: Maintain high standards of record-keeping, file notes, and KYC data within a self-licensed framework.Collaboration: Partner with internal paraplanners to deliver high-quality SOAs/ROAs.
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📌 Financial Adviser | Existing Portfolio (New South Wales)
🏢 Hr Partners
📍 New South Wales