Financial Adviser
1 week ago
What you'll do:
- Chat with clients
- Build relationships, understand their goals, and create strategies that genuinely make a difference.
- Work closely with an experienced paraplanner who'll help bring your advice to life through polished SOAs and ROAs.
- Stay on top of products, legislation, and strategy options so your advice is always sharp and compliant.
- Keep things simple and client friendly.
What we're looking for:
- At least 2 years' experience giving financial advice.
- Strong grasp of super, insurance, and retirement strategies.
- Great communicator who is confident in meetings and genuine with clients.
- Detail-focused but easygoing.
- A team player who enjoys bouncing ideas around with your paraplanner and the wider crew.
What we offer:
- A consistent stream of clients, no cold calling or hunting.
- Full paraplanning and admin support, so you can focus on advice and relationships.
- A friendly, down-to-earth team that values collaboration and a good laugh.
- Flexibility, professional development, and a competitive salary.
- The chance to really make your mark in a growing, modern advice business.
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