Our client is a well-established Financial Planning Practice who are renown for their professionalism and strong focus on providing quality advice to their clients. With a great team environment and a designated team of support and paraplanning staff the practice is seeking to appoint a new Financial Adviser to their team.
As Senior Financial Adviser your position will provide holistic advice to new and existing clients ranging from Retirees, Mum & Dad clients, Business Owners and High-Networth individuals. You will be provided with a quality client base whilst receiving new client leads from internal referral channels.
Additional elements of your role will include:
* Provide high quality advice to new and existing clients within a compliant manner.
* Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial goals and objectives.
* Provide comprehensive advice across all areas including Superannuation & Retirement planning, Investments and SMSF's.
* Successfully manage relationships with clients and internal referral partners.
* Maintain technical knowledge and ongoing training requirements.
We are seeking a professional and self-motivated individual who is passionate about financial planning and helping clients their personal financial goals.
You will have:
* Minimum of 5 years current Financial Planning experience.
* Completion of a relevant Tertiary qualification along with SMSF Accreditation.
* Strong technical knowledge across all areas of advice.
* Self-managed and able to meet agreed objectives
* Strong communication and relationship skills
* Able to work autonomously and within a team environment.
This is an excellent long-term career opportunity within a Practice who values their employees, providing flexibility with WFH. You will be provided with a competitive income plus bonus relevant to experience.
For further information and confidential discussion, please contact Shelly on or email your application to