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

The role is exciting as it is looking after an existing book of long-term clients – all are in the pre-retirement or retirement stages of life. We are looking for individuals who are passionate about advice and relationships and can provide an excellent level of client service.

This firm would love to employ a people person with energy, passion, and drive and the ability to handle multiple client files at once – although well supported, it is a very busy role! Ideally, we would love to speak to people who have had experience working closely with retirees and who can relate well to that demographic.

Someone who was looking for a long-term option in their career would be highly regarded – there are partial and full equity options available.

The Role

• Understanding 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
• Ensuring accuracy and compliance of client files and advice documentation
• Assist providing 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
• Organisational and prioritisation skills
• Fast-paced, dynamic environment