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Portfolio Manager

2 weeks ago

Adelaide, South Australia beBeeExpertise Full time $80,000 - $120,000
Financial Planning Expertise

About the Role

We are seeking an experienced Financial Adviser to join our growing team in central Adelaide. As a key member of our financial planning firm, you will be responsible for managing and growing an existing client book, delivering tailored advice, and driving new business.

  • Manage and grow an existing portfolio of clients
  • Deliver tailored advice across various areas including investment, super, retirement planning, insurance, and estate planning
  • Built long-term relationships with clients and attract new ones
  • Conduct quality conversations with clients to understand their goals and needs
  • Ensure advice aligns with compliance and best interest of the client
Key Skills and Qualifications

To succeed in this role, you will need:

  • FASEA qualification with relevant tertiary studies
  • At least 3 years' experience as a Financial Adviser
  • Strong written and verbal communication skills
  • Able to build rapport and trust with clients
  • Driven to grow and develop professionally
Benefits

We offer a range of benefits to support your career development and well-being:

  • Flex start/finish times for work-life balance
  • Bonus incentives for team and individual success
  • Paid birthday leave & employee well-being program
  • SUPPORTIVE MENTORING AND TRAINING PROGRAMS
About Us

Our financial planning firm is a well-established organization with offices nationwide. We provide holistic advice to professionals, families, and wealth builders.