 
        
        Unlock Your Potential as a Financial Professional
We empower our senior financial advisers to provide exceptional advice and build lasting relationships with clients.
This role offers the opportunity to deliver holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients.
 * Residential & Investment Lending
 * Personal & Business Insurance
 * Superannuation and Investment Strategies
 * Retirement Planning
 * Self-Managed Super Funds (SMSFs)
 * Budgeting and Cash Flow Management
 * Estate Planning
 * Tax Planning
Your client meetings will take place primarily in the office or via video, with occasional off-site meetings as required.
Key Responsibilities
 * Deliver comprehensive financial advice
 * Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes
 * Build and maintain referral relationships
 * Maintain detailed, compliant, and timely client records
 * Ensure all advice meets regulatory and compliance requirements
 * Meet individual KPIs as outlined in the Balanced Scorecard
 * Maintain up-to-date industry knowledge
 * Deliver an exceptional client experience
This is a business where you are set up for success. To excel in this role, you'll need to bring a strong level of personal values and desire to add real value to your clients.