A current opportunity has arisen within a reputable and highly successful practice that helps everyday Australians achieve their financial goals and bring their lifestyle plans to life. With continuous growth organically and through acquisition, the practice is keen to appoint a new experienced Financial Adviser to their team, to manage a quality client portfolio whilst provide comprehensive and compliant advice to new clients. The client demographic includes pre and post Retirees, Wealth Accumulators and high networth clients.
Your key responsibilities will include:
Manage existing client portfolio and new client referrals provided from established referral partners.
Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial goals and objectives
Provide comprehensive advice across all areas including Superannuation & Retirement planning, Centrelink, Investments, Insurance etc.
Successfully manage relationships key stakeholders and internal referral partners.
Maintain technical knowledge and ongoing training requirements.
Work cohesively as part of a team alongside other Advisers and Support staff.
This is a great opportunity for a self-motivated and experienced Adviser who is able to work autonomously with a passion for financial planning.