The Business

This growing integrated advisory, lending and accounting business improves financial well-being for their broad range of clients. Providing a range of financial planning solutions for clients from all walks of life including first home buyers and accumulators through to more sophisticated investors and retirees. With a strong focus on cash-flow management, debt management, risk management, wealth creation, retirement and estate planning, they personalise the approach for each client, understanding that one size does not generally fit all. They have a focused, client centric approach and are passionate about understanding each and every client’s individual situation.

The Opportunity

This role offers an exciting opportunity to manage a well-established portfolio of long-term clients, all of whom are in the pre-retirement or retirement phase. We are seeking individuals who are passionate about financial advice and building strong client relationships, delivering exceptional service at every stage.

The firm is looking for a personable, energetic, and driven professional who can effectively manage multiple client files in a fast-paced yet well-supported environment. Ideally, candidates will have experience working closely with retirees and an ability to connect with this demographic.

Those seeking a long-term career opportunity will be highly valued, with both partial and full equity options available.

The Role

• Understand clients’ immediate needs, long term objectives and level of comfort with risk
• Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
• Provide quality and trusted financial advice
• Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
• Ensure accuracy and compliance of client files and advice documentation
• Provide guidance and technical direction to paraplanners and implementation staff

About You

• Must have 5-6 years experience as a Financial Adviser with a strong interest in working with a retiree client base
• Be passionate about servicing clients and interested in an opportunity for the long term
• FASEA approved qualifications
• Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest
• An ability to handle a large client book and be comfortable with multi-tasking
• Strong sense of professionalism and a client-centric approach
• Highly motivated with an ability to generate referrals from existing client base
• Possess Organisational and prioritisation skills
• Fast-paced, dynamic environment