Committed to delivering the highest standard of client advice and working as a cohesive team, FinSec Partners is a proudly South Australian and steadily growing financial planning and advisory firm. With a well-established client base, they provide quality advice and offer a comprehensive range of services including general financial planning, superannuation and SMSF strategies, debt management, UK pension transfers, insurance and wealth creation. Self- licensed since 2016, FinSec Partners remains steadfast in its commitment to its core values, professional standards and a strong internal culture, that ensures a superior client experience.
As a Financial Advisor at FinSec Partners, you'll enjoy the autonomy to manage a diverse portfolio including a variety of high-net-worth individuals and retail clients. In this key role, you'll take the lead in identifying tailored strategies to enhance clients' financial well-being, conduct client meetings and execute comprehensive financial plans. With the support of a highly skilled team, you will have access to a wealth of expertise to collaborate, innovate and problem solve effectively.
In this role you will have the freedom to build and nurture long-term client relationships, retain loyal clients, and continually innovate to drive success. This is an opportunity to treat the business as your own and contribute to its growth and evolution.
A qualified and experienced Financial Advisor, you will encourage clients to think outside the square, helping them gain a deeper understanding of their financial situation through practical information and analysis. Your focus will be on servicing existing clients and reviewing plans – not on 'selling'. Your passion for service, natural empathy and excellent listening skills will enable you to foster strong relationships. With a forward-thinking mindset and strong IT capabilities, you will embrace change, share knowledge, and collaborate to improve processes and drive efficiencies. FASEA-compliant (or committed to achieving ASIC professional standards), you possess a solid understanding of financial strategies and advice, along with the experience of managing your own client portfolio.
This role presents an exciting opportunity to elevate your career while making a tangible impact, thriving in a culture built on curiosity, professionalism, and innovation.