Financial Adviser

As part of our strategic expansion, we are delighted to offer an outstanding career opportunity for a seasoned Financial Adviser. Join our esteemed firm, recognised for its integrity and exceptional service, and help us manage the portfolios of high-net-worth (HNW) clients with complex needs. Our practice is well-established in the public sector and holds a strong reputation in the industry.
  
This pivotal role supports the firm’s growth by partnering with our senior partners to seamlessly transition and enhance client relationships. You will provide sophisticated financial guidance and day-to-day exceptional service to our HNW clientele.   

Key Responsibilities:

• Deliver bespoke financial advice, ensuring alignment with clients' long-term objectives.
• Offer expertise and advice in superannuation, SMSFs, investment strategies, succession planning, aged care, and comprehensive financial planning.
• Alignment with the use of investment platforms, i.e. NetWealth etc
• Manage intricate client portfolios with a well-informed approach to market and industry trends.
• Conduct thorough financial research and produce detailed client reports and correspondence.
• Oversee the implementation of new investment strategies and insurance policies.

  

Candidate Profile:

• Holder of a relevant tertiary degree in Accounting or Taxation.
• Possesses an Advanced Diploma in Financial Planning (pre’d), SMSF (pre’d), and RG146 compliance and FASEA gualifications.
• Exhibits outstanding communication skills and the ability to develop strong client relationships.
• Demonstrates a high level of professional polish, with a robust professional network.
• Shows a high degree of commercial insight and a proactive, flexible approach to challenges.
• Self-motivated with a track record of professional success.
• Ability to view the world with a commercial lens, looking for opportunities to identify new clients and growth opportunities.

This position offers a dynamic environment where your expertise will be valued and your contributions will directly impact our clients and the growth of our practice. We are committed to the professional development of our team and provide a platform for you to excel and grow.
  
If you are ready to take the next step in your career with a market-leading firm, please apply through the provided link or for a confidential discussion, contact Sonia at [0412 177 560](tel:0412 177 560).