Financial Advisor

Impressive NSW financial planning business with offices regionally and in Sutherland shire is now looking for an experienced financial advisor to join it's Miranda office and service an existing portfolio of clients.

Well regarded and established, and boasting an enviable reputation for provision of quality, tailored financial advisor to a loyal and continuously growing clientele, this is an exceptional position for the right person looking for an incredible long term opportunity.

Role

This role will be primarily responsible for servicing and existing book of approximately 65 client groups which are predominantly retirees and pre-retirees. With consistent referrals coming into the business from exclusive partnerships, there is also plentiful opportunity to further grow this.

This advisor role will work very closely with another advisor in the business and be supported by a dedicated CS team. There is future opportunity for partnership for the right person looking to truly grow with a well known brand in the local area. A true succession role.

Firm

This firm has an exceptional reputation and houses a truly collaborative and supportive team. Boasting an enviable clientele and reputation, this business is not only a pillar in the local community but also across regional NSW. With a loyal and growing client base and a stable and long standing team, these are testament to not only the quality of financial advisory services they provide but also the work environment and career opportunities they afford their team.

You

The right candidate for this role will be an experienced advisor looking for a long term home and one who has experience in provision of fully holistic financial advice.

Experience across superannuation, retirement planning, investments, insurance, SMSFs and SMAs is essential, as is the ability to build strong, genuine and long lasting relationships with clients.

The desire to work in a collaborative team dedicated to exceptional client outcomes and be with a business long term are also key traits we are looking for, as are appropriate qualifications and meeting FASEA requirements in order to step straight into this client facing role.

Benefits

In turn, this opportunity offers an attractive salary plus bonus, local office base close to home, future partnership, and flexible hybrid work arrangement.

This is an exceptional opportunity with a stellar firm and we would like to find the right person to take over these client relationships as soon as possible.

Applications can be sent to Kim Eveleigh at or call Ki on for a confidential discussion.