About the Company

Our client is a financial services provider offering tailored advice to retail, wholesale, and professional clients. Their services include investment, superannuation and pension planning, insurance, estate planning, and strategic tax-saving solutions, delivered with a focus on each client’s unique goals and objectives.

Our client is seeking a Financial Adviser who embraces a client-centric approach and will take over an existing book of clients.

Key Responsibilities

• Foster strong client relationships by delivering exceptional service and meaningful interactions;
• Cultivate and maintain trusted partnerships with referral sources to drive business growth and retention;
• Assess and analyse client investment objectives, timeframes, and risk tolerance to inform strategy;
• Act as the central point of contact between clients, internal teams, and external service providers;
• Create, present, and regularly update comprehensive financial plans aligned with client goals;
• Support the creation and refinement of internal policies, workflows, and advice templates to enhance operational efficiency;
• Conduct product reviews and manage client accounts, including superannuation and insurance assessments, policy lodgements, cancellations, and updates to existing accounts;

Technical Skills & Qualifications

• Must be FASEA qualified and eligible to be on the Financial Adviser Register;
• Solid understanding of the financial planning process
• Experience in successfully managing an existing book of clients and executing client retention strategies
• Excellent written and verbal communication skills;
• Strong attention to detail and proficient with Microsoft Word, Excel, Outlook and CRM System;
• Demonstrated ability to manage time effectively while maintaining a high level of reliability and dependability;
• Previous experience with XPLAN financial planning software preferred.

If you are interested in this position please apply via the the attached link.

To learn more about this position, please contact:

Riley Thompson 0423 356 100 / [email protected]