Financial Adviser

We are a boutique Financial Services Firm with Lending and Financial Advisory services. We are a busy family operated Company and have been providing exceptional service to our clients over the last 15 years. We are well established and have an excellent reputation in the industry. Due to growth, we need a Financial Adviser to deal with new clients to the practice. You would be working along side an existing Associate Adviser and Senior Adviser. We are seeking a go-getter who is keen to continue to grow as an adviser and team member long term.

We develop deep and long-lasting relationships with our clients, this is reflected by the regular referrals we receive from within our client base.

To apply for this position please upload a Cover Letter and a current Resume. 

What will your day look like?

As a result of our continued expansion we are looking to add to our team to enhance our service delivery and ease the burden on the managing partner. The role is extremely varied and will see the successful applicant actively involved across every level of the advice process.

• It is expected that you will lead new client meetings and reviews for these clients. 
• From this meeting you will collate file notes, develop and research strategies and products, review the SOA / ROA's from the paraplanner and liaise with the Office Manager / Client Service Officers to implement recommendations, including updating Adviser Logic as needed. 
• You will grow a database of clients over time that will become your clients to manage and review.
• Reflecting the seniority of this position, it is expected that you will be occasionally prepared to travel between Brisbane and the Sunshine Coast for client appointments as necessary and manage your diary and workload accordingly.

We place more importance on the quality and outcome of the work rather than the time taken to do it - we place much trust in our employees to 'do the right thing' and do not operate in a culture of micro-management.

In return for this flexibility we expect deadlines to be met and tasks to be prioritised during busy periods without the need for the Partners or Office Manager to double handle or check that tasks have been completed. 

Career Progression

This is a genuine stepping stone to a Partnership position within an expanding self-licensed boutique that embraces technology and a push toward professionalism in the industry.

There will be a high level of client interaction and with time it is expected that you will manage a portfolio of the businesses' clients as you mature in your career. 

It is expected that this role will transition to potential for equity over the long term.

It is expected that you will be able to demonstrate:

• Excellent written and verbal communication skills
• High attention to detail – accuracy and compliance are extremely important to you and you are able to demonstrate a strong technical knowledge
• Minimum of 7 years experience in a similar role, or able to demonstrate applicable skills
• ADFP / Tertiary Qualifications, meeting the requirements to be an Authorised Representative.
• Already passed or intend to sit the FASEA exam in the next 6 months
• Strong planning skills across all facets of Financial Planning, with a focus on overall wealth advice. 
• Sound understanding of investment markets including SMA's, ETF's, Direct Shares and Wrap Accounts
• Up to date with CPD points and a clean compliance record, if you are Authorised

Salary is negotiable depending on experience. A base salary and bonus structure will be in place. Please forward your resume to jolene@elitewealth.com.au.