Overview
Our client is a National Financial Services company, renowned for its professionalism and strong commitment to delivering high-quality service to clients. With a collaborative team environment, the firm is seeking to appoint a Financial Adviser within the Wealth Management team, as part of its long-term succession planning strategy.
As a Financial Adviser, you will manage a high-quality existing client portfolio while also providing comprehensive advice to new clients. The client base is diverse and includes pre- and post-retirees, wealth accumulators, agribusiness clients, SME operators, and high-net-worth individuals.
This role offers the opportunity to work within a supportive structure, allowing you to focus on strategy development, relationship management, and delivering exceptional client outcomes.
Key Responsibilities
* Manage an existing client portfolio while driving new business growth through proactive relationship management.
* Conduct comprehensive client meetings to assess financial goals, risk tolerance, and long-term objectives, developing tailored technical strategies aligned to individual needs.
* Provide holistic financial advice across Superannuation and Retirement Planning, Investments, Centrelink, Self-Managed Superannuation Funds (SMSFs).
* Build and maintain strong relationships with clients and internal referral partners to ensure consistent service excellence and cross-functional collaboration.
* Maintain up-to-date technical knowledge through ongoing professional development and compliance with continuing education requirements.
We are seeking a professional and self-motivated individual who is passionate about financial planning and dedicated to helping clients achieve their financial goals. The ideal candidate will demonstrate strong technical capability, a client-first mindset, and a genuine commitment to delivering high-quality strategic advice.
Qualifications and Experience
* Minimum three years' experience in Financial Planning as a registered Authorized Representative.
* Completion of a relevant tertiary qualification, ideally complemented by SMSF Accreditation.
* Strong technical expertise across all areas of financial advice, including Superannuation, Retirement Planning, Agri-Business, Investments, and SMSFs.
* Demonstrated ability to independently manage and grow an existing client portfolio.
* Excellent communication and interpersonal skills, with the ability to build and maintain long-term client relationships.
* Proven capacity to work both autonomously and collaboratively within a team environment.
This is an outstanding long-term career opportunity with potential for Partnership, within a well-established National Practice that genuinely values its employees. The firm offers a supportive and collaborative environment, along with flexible working arrangements, including the ability to work from home several days per week.
Remuneration is competitive and commensurate with experience, complemented by a performance-based bonus structure.
For further information and confidential discussion, please contact Shelly on 0413 957 089 or email your application to
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