About the role
This is an opportunity to be based in our Newcastle office or remote from Sydney working with some of our top teams in the company. We have an amazing opportunity for candidates who want to grow their career and are looking for their next challenge. You will be trained up to hit the ground running in the Wealth Management Services. deVere Australia is a sustainable, rewarding, and award‑winning company who strive to make a difference in our clients’ lives and financial wellbeing. We are looking for Financial Advisors who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Key Responsibilities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in‑depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs‑based solutions through effective communication and influencing.
- Continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Advise on a full range of products and services that can be offered, including UK pension transfers, QROPS advice, Australian superannuation rollover, lump sum investments, fixed‑income products, global funds (including equity, ESG, regular savings plans, portfolio bonds, international pension planning).
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
Skills Required
- Graduate Diploma or Degree equivalent in Financial Planning.
- Strong sales acumen and experience with clients face‑to‑face.
- Service‑focused with robust numerical and analytical skills with close attention to detail.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can help you to analyse the risks involved in certain investments.
- A proven financial sales track record.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Industry leading administration & full compliance structures.
- Best in the business technical department.
- IT & CRM systems that match & lead the evolving industry.
- Full product training.
- MUST BE BASED IN AUSTRALIA WITH WORKING RIGHTS.
Please attach your CV when applying to this role.
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