Career Advancement Opportunities for Experienced Financial Professionals

6 days ago


Adelaide, South Australia beBeeAdviser Full time

Professional Growth and Development

About the Role

This role offers an opportunity to take on an existing client book and deliver tailored advice. As a key member of our financial planning team, you will help manage and grow a portfolio, drive new business, and maintain compliance in a supportive environment.

  • Deliver Exceptional Advice: Provide expert guidance across all areas including investment, super, retirement planning, insurance, and estate planning.
  • Build Lasting Relationships: Foster long-term connections with clients, understanding their goals and needs.
  • Grow Your Career: Take ownership of an existing book and attract new clients through exceptional service and expertise.
  • Lead Client Conversations: Conduct quality discussions to uncover clients' goals and needs, ensuring advice aligns with compliance and best interests.
Required Skills and Qualifications
  • FASEA Certification: Possess relevant tertiary studies and FASEA qualification.
  • Experience: 3+ years as a Financial Adviser.
  • Communication: Develop strong written and verbal communication skills.
  • Clinical Skills: Build rapport and trust with clients, driving growth and development professionally.
Benefits
  • Work-Life Balance: Enjoy flexible start/finish times for a better work-life balance.
  • Bonus Incentives: Receive bonus incentives for team and individual success.
  • Wellness Program: Participate in a paid employee well-being program.
  • Mentoring and Training: Benefit from supportive mentoring and training programs.
  • Dynamic Team: Join a young, dynamic, and collaborative team.
About Us

We are a well-established financial planning firm providing holistic advice to professionals, families, and wealth builders. Our focus is on career development, low turnover, and a strong commitment to employee well-being.



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