Are you an Financial Adviser looking to join a business where client relationships come first?
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Our client is a long-established, highly regarded financial planning practice with a loyal client base and exciting growth plans. Following recent expansion, they are seeking an experienced Financial Adviser to become part of their cooperative and supportive advice team.
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This is an opportunity to work with an established portfolio while helping shape the future of a growing business that prides itself on delivering practical, holistic advice and building lifelong client relationships.
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About the Role
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You'll work closely with an experienced support team, providing holistic financial advice to a diverse client base, including regional and rural clients.
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Rather than being thrown into aggressive KPIs, you'll be given the time to understand the business, build relationships with clients and establish yourself before revenue expectations commence.
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Your responsibilities will include:
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Providing holistic financial advice across superannuation, investments, retirement planning, wealth creation and personal insurance.
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Conducting client meetings and annual reviews.
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Developing and implementing tailored financial strategies.
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Building trusted,
long-term client relationships.
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Working collaboratively with an experienced Client Services and Adviser Support team.
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Contributing to the continued growth of the business.
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About You
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We're looking for someone who:
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Has approximately 2+ years' experience providing holistic financial advice.
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Is authorised (or eligible to become authorised) to provide personal financial advice.
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Enjoys building genuine, long-term client relationships.
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Has solid communication and interpersonal skills.
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Is passionate about delivering exceptional client outcomes.
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Values being part of a team-oriented and supportive team.
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Is comfortable servicing regional and rural clients.
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What's on Offer
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No revenue targets or bonus expectations during your first six months.
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Established client base with long-term relationships.
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Strong administration and client services support.
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Flexible working arrangements available following probation.
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Genuine work-life balance.
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Long-term career growth within an expanding business.
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Supportive leadership that values people, culture and client outcomes over sales.
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