Financial Advisor Opportunity
This role offers the chance to take on a pre-existing client portfolio and make meaningful contributions to a professional mission. You will be supported by an experienced operations and client service team, allowing you to focus on delivering high-quality advice and building lasting relationships with clients.
The successful candidate will be responsible for managing and expanding a book of clients across various life stages, providing tailored financial strategies that align with individual goals and circumstances. Staying up-to-date with legislative changes is also essential for ensuring compliant and relevant advice.
To succeed in this position, you will need:
* 5+ years of experience as a Financial Advisor;
* Relevant qualifications and registration on the Financial Adviser Register;
* Experience in managing a client book;
* Strong analytical and problem-solving skills.
In return, you can expect a challenging and rewarding role that allows you to make a real difference in people's lives.
About This Role
Deliver holistic financial advice to clients across superannuation, retirement planning, investments, and aged care;
Manage and grow a portfolio of pre-retiree and retiree clients;
Develop tailored financial strategies aligned with individual goals and life stages;
Stay informed on legislative and market changes to ensure compliant and relevant advice.
Key Skills
* Strategic Thinking
* Problem-Solving
* Financial Planning
* Client Relationship Management