Experienced Financial Adviser

Are you ready to take the next step in your career, servicing an existing client base while building your own book of clients. Join our family friendly firm and achieve the work life balance you have been looking for.

Ausminer is seeking an experienced adviser looking to make a career defining move with a busy Accounting/Financial Planning group with a constant supply of referrals and the potential for you to earn your way into partnership. We offer flexibility for individuals to be able to achieve their aspirational career goals while maintaining a healthy work/life balance.

About us

Ausminer Financial Group has been operating throughout the Goldfields region of WA and surrounding towns since 1988. We are a growing boutique Financial Planning and Accounting firm in South Perth seeking an experienced Financial Planner/Adviser. Convenient location and parking available.

Qualifications & experience

• You must have 3 to 5 years experience in a similar role

Tasks & responsibilities

• Analysing client information and assist in developing clear financial planning strategies specifically tailored to each client
• Liaising with third party providers such as superannuation funds and insurance companies to collate and analyse client information obtained
• Assisting our paraplanner in preparing Statements of Advice documents whilst maintaining a trail of working papers for compliance purposes 
• Keep abreast of market movements and raise relevant matters that may impact client advice process
• May need to be flexible in travelling to our Kalgoorlie office to assist with our Goldfield's client base