An exciting opportunity exists within a highly regarded and successful national Financial Services organisation dedicated to helping individuals and business clients to achieve successful financial outcomes.

With continuous growth organically and through acquisition, the company is seeking to appoint an experienced Senior Financial Adviser to the position of Associate Partner to deliver trusted advice and a valued service to new and existing clients whilst contributing to the growth and overall success of the business.

This role will also provide the opportunity to contribute to the ongoing development of the business and support positive outcomes for clients.

Your key responsibilities will include:

- Manage existing client portfolio and current client referrals provided from established referral partners.

- Engage in business development, including growing and developing relationships with new and existing clients.

- Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial goals and objectives

- Assisting in the growth of the Wealth Management capability, including managing and developing team members.

- Work alongside Partners and champion enterprise initiatives which support operational efficiencies.





- Maintain technical knowledge with a strong understanding of financial and regulatory compliance.

This is an excellent opportunity for a client-focused individual with a strong growth mindset and a genuine passion for financial planning and success of your team.

You will have

- Minimum 5 years of experience, delivering comprehensive advice to affluent, SME’s and high networth individuals.

- Ability to develop business from within a large internal network of referral partners, including Accountants.

- Extensive technical knowledge across all areas of advice including SMSF’s.

- Strong drive, growth mindset able to work effectively with local and offshore teams.

- Strong communication and relationship and business development skills.

- Competency in using technology, AI, Microsoft Office Suite.

- Completion of relevant Tertiary qualification.

This is an excellent career opportunity, with ongoing training and support, flexibility to WFH, autonomy, excellent back-office support along with a generous remuneration structure plus bonus.

For further information, please contact Shelly on 0413 957 or apply online or to @intlsearchpartners.com

📌 Senior Financial Adviser / Associate Partner (Maroochydore)
🏢 International Search Partners
📍 Maroochydore