Part-time (3D) or Full Time + Hybrid

Manage a book of existing clients

Well established fast growing practice

Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.

The Company

Norwest based Financial Planning and Mortgage Broking firm with strong ties to the community and a proud 20 year history of growth and success providing quality financial advice.

Owned and operated by highly experienced industry professionals servicing wealth accumulators and retirees in investments, superannuation, insurance and lending. The business has 6 specialist staff across Advice, Aged Pensions and Mortgages.

The business has a large and loyal client base with strong revenues, a highly efficient well staffed back office, and is currently enjoying extensive growth in new clients.

The Role – Financial Adviser

Ideally 3 days per week to commence and located in the Bella Vista office, the primary focus of the role is to provide a high level of service and advice to an existing portfolio of clients (70) through personal interaction, client reviews, and education services.

Working closely with the Principal Adviser to review existing client plans and maintain advice relationships and uncover new client advice opportunities.

The Benefits

The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships. Enjoy a service focused advice role with existing clients, predominantly wealth accumulators.

Benefit from a high level of internal support with dedicated administration with all back office functions taken care of by the team.

The Person

Ideal applicants will have 5 years’ experience in a client facing advice role encompassing a broad range of client types and demographics. You will display strong technical skills with experience working with wealth accumulators’ primary needs across, investments, insurance, and lending.

Remuneration

An attractive market salary plus incentives will be negotiated with the successful applicant.

You are a mature advice professional demonstrating an elevated level of client service ethic, aptitude, and capabilities, working knowledge of cash flow modelling, tax structures and long term investment strategies.

Licensing Requirements

Only Advisers residing in Australia meeting current licensing (FAR) requirements will be considered.