Our client is a well-established boutique financial planning business that has been supporting clients for more than two decades.
With a strong reputation, loyal client base and growing demand for advice services, the business is entering an exciting phase of growth. As a result, a newly created Adviser position has been established to support existing clients and help scale the advice offering.
The firm prides itself on delivering high-quality, personalised advice and has built lasting relationships with clients across Australia. Many of these relationships have been maintained over a number of years, creating a stable and highly engaged client base.
About the Role
This is a rare opportunity for an Adviser to inherit an established portfolio of clients and play a key role in the future growth of the business.
Working closely with the Founder, you will gradually assume responsibility for a portfolio of approximately 50-70 clients located across Australia, allowing the Founder to focus on broader business initiatives and strategic growth opportunities.
The role is primarily relationship-focused, with an emphasis on delivering high-quality ongoing advice, maintaining strong client relationships and identifying opportunities to support clients through different stages of their financial journey.
The business provides operational and paraplanning support, allowing Advisers to focus on advice delivery and client engagement.
Key Responsibilities
- Manage and develop relationships with an existing portfolio of clients;
- Provide comprehensive financial planning advice across a broad range of client needs;
- Conduct client reviews and ongoing strategy discussions;
- Develop and implement tailored financial strategies;
- Provide advice relating to superannuation, retirement planning and wealth accumulation;
- Deliver strategic SMSF advice and ongoing client support;
- Work collaboratively with support staff to ensure effective client outcomes;
- Maintain high compliance and professional standards; AND
- Contribute to the continued growth and success of the business.
About the Company
Our client is a well-established boutique financial planning business that has been supporting clients for more than two decades.
With a strong reputation, loyal client base and growing demand for advice services, the business is entering an exciting phase of growth. As a result, a newly created Adviser position has been established to support existing clients and help scale the advice offering.
The firm prides itself on delivering high-quality, personalised advice and has built lasting relationships with clients across Australia. Many of these relationships have been maintained over a number of years, creating a stable and highly engaged client base.
About the Role
This is a rare opportunity for an Adviser to inherit an established portfolio of clients and play a key role in the future growth of the business.
Working closely with the Founder,
you will gradually assume responsibility for a portfolio of approximately 50-70 clients located across Australia, allowing the Founder to focus on broader business initiatives and strategic growth opportunities.
The role is primarily relationship-focused, with an emphasis on delivering high-quality ongoing advice, maintaining strong client relationships and identifying opportunities to support clients through different stages of their financial journey.
The business provides operational and paraplanning support, allowing Advisers to focus on advice delivery and client engagement.
Key Responsibilities
- Manage and develop relationships with an existing portfolio of clients;
- Provide comprehensive financial planning advice across a broad range of client needs;
- Conduct client reviews and ongoing strategy discussions;
- Develop and implement tailored financial strategies;
- Provide advice relating to superannuation, retirement planning and wealth accumulation;
- Deliver strategic SMSF advice and ongoing client support;
- Work collaboratively with support staff to ensure efficient client outcomes;
- Maintain high compliance and professional standards; AND
- Contribute to the continued growth and success of the business.
Technical Skills & Qualifications
- Relevant financial planning qualifications and adviser accreditation requirements;
- 5+ years' experience as a Financial Adviser;
- Experience providing comprehensive financial advice;
- Strong SMSF knowledge and advice experience;
- Excellent relationship management and communication skills;
- Ability to build trust and develop long-term client relationships;
- Strong organisational and stakeholder manage