With a strong presence across Australia, this reputable Financial Planning and Accounting practice specializes in providing comprehensive and complex strategic advice to a diverse client base. With locations in each state, the team provide tailored financial planning solutions to clients ranging from Wealth Creators to Business Owners with SMSF's.

Due to an internal promotion, the practice is keen to appoint an experienced Financial Adviser to manage a quality client portfolio along with new client referrals generated through internal channels. Working closely with the team of Advisers, Accountants and Support staff, your position will include the following:

Key Tasks:

Complete comprehensive financial assessments and analyses to understand clients' financial situations, goals and risk profiles

Develop tailored advice to suit the clients goals and objectives.

Build and maintain strong long-term relationships with clients.

Keep up to date with regulatory and technical updates.

Collaborating with other financial professionals, including Accountants and Solicitors, to deliver comprehensive financial solutions

Contributing to the development of the financial planning practice

Required experience:

Experienced Financial Adviser,

Completed relevant Tertiary qualification.

Ideally SMSF Accredited.

Strong technical knowledge across all areas of advice, ideally including SMSF's.

Excellent communication and interpersonal skills, with the ability to translate complex financial information to sophisticated investors.

Proactive, client-focused mindset with a commitment to delivering exceptional customer service

Ability to work independently as well as collaborate effectively within a team environment

Benefits include:

The Practice is committed to providing their employees with a supportive and rewarding work environment providing ongoing technical training and career development. In addition to a competitive income, plus bonus and Partnerships opportunity, the company provide a range of benefits, including:

Flexible work arrangement (hybrid)

Access to a high-quality client base

A collaborative and engaging company culture

If you are an experienced Financial Adviser looking to join a professional and successful team, we encourage you to apply.

For further details please contact Shelly on 0413 957 089 or email your resume to [email protected]