AddressWe have a unique opportunity for an experienced, motivated Senior Financial Adviser to inherit an established client book, servicing the Warragul and surrounding region. You will take ownership of a solid diverse client base, whilst connecting and engaging with our local team of Accountants. If you thrive on being busy, enjoy collaborating with others and have a commercial outlook, please keep reading.
What will your typical week look like?
- Collaborate and communicate with clients to understand their financial objectives
- Provide strategic financial planning and investment advice
- Achieve annual revenue and growth targets
- Develop relationships and prospect new opportunities through your strong business development expertise
- Service, retain and deliver solutions to meet client needs
More about the perks
- Work as part of a highly regarded team in a collaborative environment
- Flexible advice role servicing a diverse client base across the region
- Competitive salary, flexible work options and more
- Clearly defined career progression with strong growth opportunity
Let’s talk about you!
- Previous experience as a Senior Adviser providing comprehensive financial advice
- Successful completion of the FASEA exam (and are on the Adviser register)
- Exceptional relationship and stakeholder management skills
- SMSF experience will be highly regarded
- A positive, proactive and result orientated focus with a strong commercial acumen
Lets talk about our team
- Highly experienced collaborative team of Advisers, mentors and Leaders
- Large Corporate Advice business with solid infrastructure, systems, and support
- Close knit local team who collaborate and work together
- Administration support provided through Client Services and internal paraplanning teams
Next Steps?
Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.
PLEASE NOTE: Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
