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 setting and designated back-office support, a new position is available for an experienced Financial Adviser to join the team.
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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 includes pre and post Retirees, Wealth Accumulators and SMSF's.
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Additional elements of your role will include:
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Manage existing client portfolio and new business referrals.
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Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial goals and objectives.
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Provide comprehensive advice across all areas including Superannuation & Retirement planning, Centrelink, Investments, Insurance etc.
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Successfully manage relationships key stakeholders and internal referral partners.
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Maintain technical knowledge and ongoing training requirements.
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We are seeking a professional and self-motivated individual who is passionate about financial planning and helping clients to achieve their personal financial goals.
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You will have:
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Experienced Financial Adviser - Minimum 2 years exp.
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Completion of a relevant Tertiary qualification.
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Strong technical knowledge across all areas of advice.
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Self-managed and able to manage and the existing client book whilst meeting new clients.
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Strong communication and relationship skills.
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Able to work autonomously and within a team environment.
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Comfortable using technology and Microsoft Office Suite.
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This is an excellent long-term career opportunity providing autonomy and flexibility with a generous remuneration package plus bonus.
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📌 Financial Adviser - Reputable Practice (New South Wales)
🏢 International Search Partners
📍 New South Wales
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