About Us

Over the past 20 years, Bell Partners Wealth Creation & Financial Advisory has become a leading provider of comprehensive financial planning and wealth management services with multiple branches located in Brisbane, Canberra, Newcastle, Melbourne, Northwest Sydney, Port Macquarie and the Tamworth/New England area. With a strong focus on client success, our teams work closely with clients to provide tailored financial planning advice and solutions that help them achieve their personal and financial goals.

Why Join Us?

At Bell Partners, we are committed to providing our employees with a supportive and fulfilling work environment. In addition to a competitive salary, including:

• Opportunities for career progression and professional development
• Flexible work arrangements to support work-life balance
• Comprehensive training and mentorship programs
• Access to the latest financial planning tools and technology
• A collaborative and inclusive team culture

About the role

We currently have a opportunity for an experienced full time Financial Adviser to join the team in Port Macquarie. In this crucial role you'll be helping clients achieve their financial goals and secure their financial future.

Your duties will involve but not be limited to:

• Conducting comprehensive client needs analysis and risk profiling to understand their financial situation and objectives
• Developing and implementing personalised financial plans covering areas such as investments, superannuation, insurance, and retirement planning
• Providing ongoing advice and support to clients to monitor and adjust their financial strategies as their needs evolve
• Maintaining detailed client records and ensuring compliance with all regulatory and professional requirements
• Proactively identifying new business opportunities and nurturing client relationships
• Representing the company and participating in relevant industry events and networking activities
• Collaborating with the wider team to deliver exceptional client service

About You

Along with your strong work ethic and previous experience in a similar role you'll have/be:

• Relevant tertiary qualifications in finance, financial planning or a related discipline
• RG146 compliant with a current Financial Adviser designation
• Full Australian working rights or be a permanent resident
• Minimum 3-5 years of experience as a qualified financial adviser or planner
• Demonstrated track record of providing high-quality financial advice and client service
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly
• Strong analytical and problem-solving skills, with attention to detail and accuracy
• Commitment to ongoing professional development and a deep understanding of the financial planning industry
• Ability to work collaboratively within a team and independently to achieve goals

How to Apply

If you're an experienced Financial Adviser who is passionate about making a positive impact on people's lives, we encourage you to apply now via SEEK. Attach a brief cover letter along with your up to date resume outlining your suitability for the role.

In order for your application to be accepted, you must satisfy all of the above criteria. Applications from those who require sponsorship or enquiries from recruitment companies will not be considered.

We look forward to hearing from you.