senior financial adviser

2 days ago

Newcastle, New South Wales, Australia Private Advertiser Full time $120,000 - $200,000 per year

The Business

We are a well-established diverse wealth management business, with offices throughout Australia. We are one of the largest privately owned wealth business's in Australia. With our own AFSL and deep industry experience across planning, accounting and lending, we deliver a broad suite of integrated financial solutions tailored to the needs of each client.

The Opportunity

Working in our Sydney CBD office within a dynamic business with a relaxed and professional culture, you will be an integral part of a team focused on delivering the best possible solutions for clients.

We offer clients a truly holistic range of advice and services, including;

  • Superannuation
  • Retirement Planning
  • Investment
  • Risk management
  • SMSF
  • Estate Planning
  • Lending Solutions

What are we looking for?

We're seeking a motivated and experienced Financial Adviser who thrives on building strong client relationships and delivering holistic advice.

To be successful in this role, you will:

  • Have a minimum of 5 years' experience in client-facing advisory roles
  • Demonstrate a strong track record of delivering client-centric outcomes
  • Be driven to spend more time engaging with clients and less time on administration
  • Be confident in providing well-rounded, strategic advice across multiple areas

The position involves servicing an existing book and several established referral sources.

Supporting you in this role is an established team of paraplanners, client service staff, associate advisers and lending specialists focused on removing as much of the administrative burden from your day to day responsibilities as possible.

Some flexibility to work from home.

The right candidate will also be offered a clear pathway to equity in the business and attractive bonus model.

How to Apply

Please submit your resume along with a cover letter outlining your qualifications and experience as a financial adviser. Applications without a cover letter will not be considered.

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