21 Aug
|
Jenner Recruitment
|
City of Gold Coast
21 Aug
Jenner Recruitment
City of Gold Coast
Job Description
Senior Financial Adviser | Gold Coast | Up to $180k
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Jenner Recruitment his looking for a Senior Financial Adviser to join our client's team of highly skilled professionals.
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Our Client
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Our client is a highly regarded boutique financial planning business, recognised for their strong business model and their provision of outstanding advice.
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They have built an excellent reputation for delivering comprehensive financial services, with clients benefiting from tailored strategies across Wealth Accumulation, Superannuation, Retirement Planning, and Estate Planning.
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Equally committed to their people, this firm understands that their staff are central to their success. Their genuine care and dedication create a supportive, professional, and friendly working environment.
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The Role
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The primary focus of this role is to support the delivery of tailored financial strategies to their clients.
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To be successful, you will bring proven experience across a broad range of strategies, including Superannuation, Retirement Planning, Insurance and Investment solutions.
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You will benefit from dedicated paraplanning and client services support as well as ongoing training and professional development to keep your skills sharp and ensure long-term success in the role.
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This opportunity will suit a professional who takes pride in delivering exceptional service and goes above and beyond to create a first-class client experience.
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Responsibilities will include but are not limited to:
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- Partnering with clients to create tailored financial plans that cover all aspects of wealth management.
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- Providing strategic advice across cash flow, debt, superannuation, investments, insurance, and estate planning.
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- Building and maintaining trusted, long-term client relationships.
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- Ensuring advice and service is delivered on time, in full, and to the highest standard.
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- Proactively contributing to the growth of the practice by building networks and referral opportunities.
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About You
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To be successful in this role, you will ideallyhave the ability to work with all strategies of clients on all levels from accumulation to retirement.
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To succeed with this role you will be a strong team player with the proven ability to communicate complex financial situations simply and convincingly, with the following skills:
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- Degree/Masters in financial planning (or equivalent qualification) that meets current education/FASEA standards.
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- 2–5 years' experience as a qualified Financial Planner
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- Strong strategic thinking, analytical, and problem-solving skills.
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- Excellent communication and interpersonal skills, with the ability to build rapport and trust.
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- High attention to detail and a strong sense of professional responsibility.
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- Self-motivated and committed to continuous learning and career development.
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- A proactive team player who is prepared to do what's required to deliver the best client outcomes.
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📌 Senior Financial Adviser | Gold Coast | Up to $180k (City of Gold Coast)
🏢 Jenner Recruitment
📍 City of Gold Coast