Summary:

As a Financial Adviser in Hobart, Tasmania, you will play a crucial role in guiding clients through their financial decisions, helping them to achieve their financial goals. This permanent, full-time position within the financial services industry requires a mid-senior level of experience, where you will leverage your expertise to provide tailored financial advice and build lasting client relationships. Your contributions will be vital in enhancing our clients’ financial wellbeing and driving the success of our organisation.

Responsibilities:

- Conduct comprehensive financial assessments for clients to understand their needs and objectives.
- Develop and implement personalised financial plans that align with clients’ goals.
- Provide ongoing support and advice to clients, ensuring they are informed about their financial options.
- Monitor and review clients’ financial plans regularly, making adjustments as necessary.
- Stay updated on industry trends, regulations,



and financial products to provide informed advice.
- Build and maintain strong relationships with clients, ensuring high levels of satisfaction.
- Collaborate with other financial professionals to deliver holistic financial solutions.

Qualifications:

- Bachelor’s degree in Finance, Business, or a related field.
- Relevant financial qualifications such as CFP (Certified Financial Planner) or equivalent.
- A minimum of 5 years’ experience in financial advisory or a related role.
- Solid understanding of financial products, investment strategies, and market trends.
- Excellent communication and interpersonal skills to build rapport with clients.
- Proficient in financial planning software and tools.
- Ability to analyse complex financial information and present it clearly.

📌 Financial Adviser (Hobart)
🏢 Ironbark Financial Group
📍 Hobart