Our Client:

An excellent opportunity has arisen for a Financial Planner to join an established financial advice firm in the Adelaide CBD.
You will be taking over an existing book of clients with the support of a well-experienced back office team.

Our client focuses on providing high levels of service to their clients. They pride themselves on their high-performing brand in the Adelaide market along with strong referral partners. You will be looking after a book of clients and taking on new clients referred to you.

This is the ideal role for you if you are ambitious and keen to work with high value clients. You must have experience being an Authorised Representative.

The role

• Build and maintain relationships with clients
• Manage an existing book of clients and grow the client base by working with the referral partners
• Approve and sign-off all advice documents, ensuring all advice is consistent with the Client’s goals, risk profile and scope.
• Provide quality advice for clients on complex decisions they need to make regarding their wealth
• Work closely with staff for performance management, development and succession planning

About you

• 3+ years experience as an Authorised Representative and FASEA compliant
• Experience across holistic advice
• Strong client centric approach and ability to build on relationships with key referral partners

Please apply for this role if you are interested in a confidential conversation or email [email protected] your updated resume.