Job Description
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You've built a successful career in financial advice. Now it's time to take the next step.
Join Profile Financial Services as a Senior Financial Adviser and work with quality clients, deliver meaningful advice outcomes, and play a key role in the growth of a respected and expanding advice firm.
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We're seeking a commercially minded, relationship-driven adviser who combines strong technical expertise with genuine care for clients and is motivated by making a lasting impact. This is an opportunity to take ownership of established client relationships, enjoy a high degree of autonomy, influence strategic client outcomes, and contribute to the future success of the business.
Key responsibilities n
Manage and grow a portfolio of established client relationships.
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Develop and present sophisticated financial advice strategies tailored to client needs and goals.
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Build trusted, long-term relationships with high-value clients.
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Identify opportunities to deepen client engagement and create additional value.
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Work closely with advisers, paraplanners and technical specialists to deliver outstanding outcomes.
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Mentor and support developing advisers within the business.
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Take initiative in identifying opportunities to improve client outcomes and business performance.
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Contribute to the continued growth and success of the firm.
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Play a key role in shaping the future direction of the advice business.
About you n
A minimum of 8 years' experience providing comprehensive financial advice.
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Current FAR registration.
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Relevant qualifications that meet adviser standards.
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A proven track record of building and maintaining strong client relationships.
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Strong commercial acumen and business development capability.
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Excellent communication and stakeholder management skills.
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A commitment to delivering outstanding client outcomes and acting in clients' best interests.
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High levels of professionalism, integrity and personal accountability.
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The ability to work autonomously while contributing positively to a team culture.
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A proactive, self-driven approach with the initiative to identify opportunities and achieve results.
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Ambition to continue growing professionally and contribute to a high-performing business.
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A passion for building lasting client relationships and helping clients achieve financial confidence and long-term success.
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Established and growing advice business with a strong reputation.
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Quality client relationships and strategic advice opportunities.
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Competitive remuneration
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Versatile hybrid working arrangements.
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Supportive, collaborative and high-performing team culture.
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Opportunity to make a genuine impact and help shape the future of the business.
About us n
At Profile Financial Services, you'll be supported by experienced professionals, quality systems and a collaborative culture that values accountability, growth and excellence. We're building a business focused on delivering exceptional client outcomes while creating opportunities for our people to thrive professionally and personally. If you're looking for a role where your expertise is valued, your ambition is supported and your impact can be significant, we'd love to hear from you.
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📌 Senior Financial Adviser (New South Wales)
🏢 Profile Financial Services
📍 New South Wales