Address
Form of work
Salary- Salary range: $100,000 - $150,000 (based on experience)
- Hybrid
As a Licensed Australian Financial Adviser (SMSF Specialist), you'll play a pivotal role in helping clients establish, manage, and optimize their SMSFs. You'll leverage your deep knowledge of SMSF regulations and investment strategies to provide personalized advice tailored to each client's unique needs and goals. This rewarding role requires strong technical expertise, exceptional communication skills, and a commitment to building long-term relationships with clients.
Responsibilities
- Develop and implement comprehensive SMSF strategies aligned with client risk tolerance, investment objectives, and retirement goals.
- Conduct thorough financial needs analyses and provide personalized investment recommendations based on market trends and regulations.
- Guide clients through the process of establishing and administering SMSFs, ensuring compliance with all legal and regulatory requirements.
- Prepare and present clear, concise, and easy-to-understand explanations of financial concepts and investment strategies.
- Maintain strong working relationships with clients, providing ongoing support and proactively addressing their concerns.
- Stay up-to-date on the latest SMSF regulations, investment trends, and market developments.
- Contribute to the growth and success of the team by collaborating with other Financial Advisers and support staff.
- Holds a valid Australian Financial Services (AFS) Licence and SMSF Adviser Specialisation.
- Possesses 3+ years of experience as a Licensed Australian Financial Adviser, preferably with a focus on SMSFs.
- Demonstrates a strong understanding of SMSF regulations, investment strategies, and tax implications.
- Has excellent communication and interpersonal skills, able to build rapport with clients of diverse backgrounds.
- Enjoys building long-term relationships and providing exceptional customer service.
- Is a problem-solver with a strong analytical mind and attention to detail.
- Is highly motivated, self-directed, and able to work independently.
- Has a passion for helping people achieve their financial goals.
We are currently the 3rd fastest-growing business in Australia across all industries according to the Australian Financial Review.
We are privileged to have 25+ years combined experience between our two Founders, over 7,500 valued members, and over 250+ full-time staff spread across Australia and growing. We pride ourselves on being the industry leaders.
It is our mission to serve our valued members, earning over 1,400+ positive Google reviews and a 4.8 Star rating, this is unheard of in our industry. We are in need of people who share the same values as we do. Experience is not the be-all and end-all for a career with us, this opportunity is open to all driven individuals who are committed to help people and earn life-changing income.
Powered by JazzHR
