Job Title: Senior Financial Advisor
We are seeking an experienced and skilled professional to provide high-quality financial guidance, manage complex client strategies, and deliver meaningful outcomes.
About the Role
The ideal candidate will possess:
* A minimum of 5–10+ years of experience in a similar capacity
* FASEA-qualified and listed on the ASIC Financial Adviser Register
* Deep technical knowledge across key financial disciplines
* Strong communication and interpersonal skills
* Demonstrated experience managing complex client strategies
Key Responsibilities:
As a Senior Financial Advisor, your primary responsibilities will include:
* Delivering personalized financial advice across super, SMSF, investment, insurance, and tax
* Managing and expanding a portfolio of clients with complex financial needs
* Conducting detailed fact-finds, identifying key risks/opportunities, and building strategic financial plans
* Presenting advice clearly and confidently to influence decision-making
* Ensuring compliance and accurate advice documentation
* Running regular strategy reviews to align with evolving client goals
What We Offer
We offer a dynamic and supportive work environment, with opportunities for career growth and professional development. You will be part of a vibrant office with modern facilities and a culture that values balance and wellbeing.
Why Apply
At our organization, we pride ourselves on providing a seamless recruitment experience. Our team works closely with the executive team to ensure every step of the process is smooth and efficient.