Financial Adviser

Our client is seeking a dedicated full-time Financial Advisor to join their thriving team. This is an exciting opportunity for an individual who can contribute to the success of a dynamic organisation during a period of substantial expansion. The role involves bringing about new business and playing a pivotal role in establishing enduring client relationships.

What you'll do:

As a Financial Advisor, you will be responsible for providing comprehensive financial planning advice to high-net-worth clients. You will manage existing client relationships while actively pursuing new business opportunities. Your excellent communication skills will be utilised in dealing with clients and during the onboarding process. You will deliver outstanding and efficient service to all customers, provide guidance and mentorship to junior advisors (if senior), demonstrate exceptional client relationship and rapport-building capabilities, and stay updated on industry/market knowledge.

• Provide comprehensive financial planning advice to high-net-worth clients
• Manage existing client relationships while actively pursuing new business through leads, referrals and your own internal network
• Exhibit excellent communication skills, both in dealing with clients and during the onboarding process
• Deliver outstanding and efficient service to all customers
• Provide guidance and mentorship to junior/provisional advisers (if senior)
• Demonstrate exceptional client relationship and rapport-building capabilities
• Stay updated on industry/market knowledge

What you bring:

The ideal candidate for the Financial Advisor role will have a FASEA/ASIC approved Bachelor's degree or higher in financial planning, finance, economics, or a related field. They will have completed their Professional Year (open to Junior Advisors) and demonstrated excellence in communication skills. The successful candidate will have proven ability to develop new business and possess a motivated, polished and enthusiastic persona. An existing network would be highly favourable.

• FASEA/ASIC approved Bachelor's degree or higher in financial planning, finance, economics, or a related field
• FASEA/ASIC Compliance
• Completed Professional Year (Open to Junior Advisors)
• Demonstrated excellence in communication skills
• Demonstrated ability to develop new business
• Possesses a motivated, polished and enthusiastic persona
• Existing network highly favourable

What sets this company apart:

This is an opportunity to become part of a collaborative, value-driven organisation that offers competitive base salary, bonus structure, and long-term incentives. The business is streamlined with efficient back office support with growth opportunities to advance your finance career further. Flexible work arrangements are available, and you will become part of a high performing and growth-oriented team.

If you're ready to take the next step in your career as a Financial Advisor, we would love to hear from you. Apply today!

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

To apply please click apply or call Matthew Hall on 07 3032 2*** for a confidential discussion.