This is a role for a fresh Advisor with a strong sense of initiative and professionalism. Due to organic growth & expansion, you will be required to provide holistic, ongoing strategy across Investments, Superannuation (SMSF), Transition to Retirement, Centrelink Planning & Aged Care, to a range of clients, considering all possibilities & solutions to complex planning problems. Working closely with the Partners & Directors, you will be responsible for client management, preparation and implementation of financial plans, and oversight of back-office support.

Working from the Geelong office within a dynamic team with a relaxed and professional culture, you will be an integral part of the business's direction in delivering the best possible solutions for clients, achieving financial prosperity. Ideally, you will have 1 + years of experience as a Financial Advisor in a similar role within a financial planning firm. You will also demonstrate a track record of meeting clients’ expectations in assisting them on their trajectory to financial freedom.

Vital to this role, you will

Have a client-centric approach to your work

Understand the individual needs of your clients

Can effectively communicate appropriate strategies to support clients’ short- and long-term financial goals

Analyse a client's situation and appropriately determine their wealth management and wealth protection needs

Provide financial planning advice to clients while managing expectations and timeframes

Work with a team of Financial Planners to achieve the best strategy outcomes for clients

Strong problem-solving and decision-making skills, with the ability to think strategically

Tertiary qualification in a relevant field (e.g., business, finance, FASEA qualified)

For a formal position description, please call Sean Walsh, Director at Impact Talent Recruitment Pty Ltd on 0421 289 406.

If this job isn't quite right for you, but you are open to exploring new career opportunities, please follow Impact Talent Recruitment on LinkedIn or request to connect with Director, Sean Walsh.