Financial Planner - Exciting Opportunity

An exciting opportunity to join our progressive and growing company awaits you.

Caveo Partners is one of Adelaide's first fully integrated professional advice practices.

With 35 years' experience, our leadership and advice teams' expertise span a wide range of areas including Financial Planning, Accounting, Tax, Digital Management Accounting, Finance Advice, Business Advice, Superannuation, Investments, Personal Protection, Business Strategy and Estate Planning.

With a diverse team of over 80, Caveo Partners continues their exciting journey of rapid expansion.

Benefits and culture

We embrace a collaborative and transparent culture with leadership that strives to make a difference, creating foundations of trust.  We are thoughtful and empathic, taking the time to truly understand our clients and our people and passionate about the future we help to create every day.

As a member of the Caveo Partners team, you will have the opportunity to work alongside a high performing team of professionals. The diversity and depth of experience of our team keeps us fresh and unique.

We have a strong celebration culture, making sure to celebrate all milestones big and small as a team.

A career with Caveo Partners is rewarding both personally and professionally. We offer:

• Reward and recognition programs;
• Option of flexible work hours;
• Competitive salary package;
• Financial rewards that are linked to performance through an annual bonus;
• Career development through professional training programs and by working alongside industry leaders;
• Educational assistance to support your career development;

The Opportunity

In this role you will be working closely with the Directors to provide financial planning advice to a base of clients, focussing on assisting them achieve their financial and lifestyle goals.  You will meet with clients and assist them to identify and plan for their financial goals by providing suitable strategies, and access to solutions and ongoing support. You will also have amazing mentors to support, help and guide you along the way.

 Responsibilities include:

• Being the main point of contact for the clients for enquiries relating to advice
• Building relationships with a view of being the primary adviser to the client base
• Conducting annual advice meetings with clients or as client needs require
• Working in an integrated, collaborative manner with the full Caveo Advice Team
• Ensuring compliance with standards, industry legislation and regulations
• Liaising with relevant professionals both internally and externally
• Keeping detailed and accurate client file notes
• Adopting and embracing changing technology landscape in the provision of advice
• Creating and leveraging off referral networks

Key requirements

• Previous experience in a financial planning practice of 5 yrs +;
• Bachelor of Financial Planning or similar FASEA qualified or in the process of completing requirements
• Ability to engage with clients with confidence;
• High quality and attention to detail in the preparation of all work output;
• Ability to focus and prioritise work with sound time management skills;
• Excellent written and verbal communication skills;
• Highly productive, energetic and results focused; 
• Team player; and
• Intrastate travel 2-3 days per month will be required as part of this role.

Want to join our team?  Apply now