Senior Financial Adviser - Quality Client Base
Senior Financial Adviser - Quality Client Base
A new opportunity has arisen within a reputable and highly successful practice that helps everyday Australians achieve their financial goals and bring their lifestyle plans to life. With continuous growth organically and through acquisition, the practice is keen to appoint a new experienced Financial Adviser to their team, to manage a quality client portfolio whilst provide comprehensive and compliant advice to new clients. The client demographic includes pre and post Retirees, Wealth Accumulators and high networth clients.
Your key responsibilities will include:
Manage existing client portfolio and new client referrals provided from established referral partners.
Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial goals and objectives
Provide comprehensive advice across all areas including Superannuation & Retirement planning, Centrelink, Investments, Insurance etc.
Successfully manage relationships key stakeholders and internal referral partners.
Maintain technical knowledge and ongoing training requirements.
Work cohesively as part of a team alongside other Advisers and Support staff.
This is a great opportunity for a self-motivated and experienced Adviser who is able to work autonomously with a passion for financial planning.
In addition, we are seeking:
Experienced & qualified Financial Adviser (AR).
Ideally, completed relevant Tertiary qualification.
Strong technical knowledge across all areas of advice.
Self-managed and able to manage the existing client book whilst meeting new clients.
Strong communication and relationship skills.
Able to work autonomously and within a team environment.
Comfortable using technology, AI, Microsoft Office Suite.
This is an excellent long-term opportunity providing excellent back-office support, flexibility and autonomy, generous remuneration structure plus bonus.
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