Senior Financial Adviser (Western Australia)

Senior Financial Adviser (Western Australia)

23 Aug
|
International Search Partners
|
Western Australia

23 Aug

International Search Partners

Western Australia

Our client is a well-established Financial Advice Practice renowned for their professionalism and strong focus on providing quality advice to their clients. With multiple locations across Perth, the practice has achieved sustained growth both organically and through acquisitions. With a great team setting and designated back-office support, a new position is available for Senior Financial Adviser to join the teams.

Additional elements of your role will include:

- Manage existing client relationships and recent referrals.
- Conduct client meeting and develop appropriate strategic advice in accordance with the clients' financial goals and objectives.
- Provide comprehensive advice across all areas including Superannuation & Retirement planning, Centrelink, Investments, Insurance etc.
- Manage relationships with the team, key stakeholders and internal referral partners.
- Maintain technical knowledge and ongoing training requirements.





We are seeking a professional and self-motivated individual who is passionate about financial planning and helping clients to achieve their personal financial goals.

In addition:

- Experienced Financial Adviser able to be a registered AR.
- Close completion of a relevant Tertiary qualification.
- Strong technical knowledge across all areas of advice.
- Self-managed and able to manage and maintain an existing client book.
- Strong communication and relationship skills.
- Able to work autonomously and within a team environment.
- Ideally SMSF Accredited
- Comfortable using technology and Microsoft Office Suite.

This is an excellent long-term career opportunity providing autonomy and flexibility with a competitive remuneration package plus bonus with opportunity for equity.

#J-18808-Ljbffr

📌 Senior Financial Adviser (Western Australia)
🏢 International Search Partners
📍 Western Australia

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: senior financial adviser (western australia) / western australia

Subscribe to this job alert:

Get the latest job offers by email for: senior financial adviser (western australia) / western australia