Synectic is a Tasmanian-owned, state-wide advisory and accounting firm of around 40 brilliant and dedicated team members. We offer an exciting workplace in a rapidly growing business where people come first and change is embraced.

The opportunity

This represents an incredible chance for an experienced Financial Adviser to join a well established Financial Advisory firm based in Devonport. This position has been created due to the exceptional growth that the firm has experienced, with a consistent flow of referrals from our accounting and business services teams and also from our well established client base. With an amazing portfolio of high net worth clients we are well positioned for immediate growth and well into the future.

This role will suit an adviser who enjoys building long-term relationships and is motivated to grow a client base, with the backing of dedicated paraplanning and client services support. We offer an attractive salary package plus bonuses, and real scope to help shape the growth of our advice business in Tasmania.

Key responsibilities

- Provide personalised and strategic advice to clients across wealth creation, superannuation, retirement, risk insurance and Centrelink / aged care

- Work alongside our accounting and business services professionals to deliver holistic advice for our clients

- Lead the advice process from the initial discovery through to implementation completion, working closely with our paraplanner and client services team

- Present recommendations clearly and confidently,



ensuring all advice meets best interests duty and compliance obligations

- Contribute to the growth of our Financial Planning team, by growing your client base whilst mentoring and supporting other team members

What we’re looking for

You’ll be a professional adviser that is confident and client-focused who genuinely cares about the outcomes you deliver. You’ll thrive here if you have:

Essential:

- Ability to develop strong relationships with new and existing clients

- Demonstrate exceptional technical knowledge across direct investments and superannuation products

- Demonstrate a solid knowledge of investment, superannuation, retirement planning, risk insurance and Centrelink / aged care strategies

- Excellent communication skills and the ability to explain complex strategies in simple terms to clients and support staff
- A relevant degree or qualification for the financial planning industry

- Current registration, or eligibility for registration on the Financial Advisers Register

- At least 2 years’ experience as an authorised financial adviser

Desirable:

- Experience with Xplan/Compass or similar advice software

- Experience advising business owners, including on SMSFs, trusts and company structures





- CFP designation, or working towards it

About us

Our purpose is to enhance the prosperity of our people, clients and community. We have a strong team culture and a long-standing reputation for excellent work - some of Tasmania’s most successful people and businesses choose to work with us.

As an Employer of Choice, we’re recognised by our team, business leaders and the Tasmanian Government for the way we look after our people.

Benefits

We look after our team with a range of benefits, including:

- Modern offices and industry-leading technology

- Training and mentorship from an experienced, supportive team

- Real opportunities to grow your career if you choose to

- Four weeks annual leave, with a salary sacrifice option to purchase up to four weeks more
- A ‘Synectic Day’ – extra time off to ease the pressure when life gets busy

- Support through our Employee Assistance Program

- Team activities that support your wellbeing and connection with colleagues and community
- A team who work hard, have fun, and genuinely enjoy what they do

How to apply

If this sounds like you, we’d love to hear from you. Apply through the Seek link with your resume and a one-page cover letter telling us a little about you and why this role appeals. Applications need to come through Seek rather than email, and we may start interviews early – so don’t sit on it.

If you have questions about this opportunity, please contact Naomi Close on (03) 6424 1***.

📌 Financial Adviser (Devonport)
🏢 Synectic
📍 Devonport