Description

We are a boutique mid size Financial Services Firm with Accounting, Lending and Financial Advisory services. We are a busy firm, with the accounting arm operating on the coast for over 45 years and have been providing exceptional service to our clients over this time. We are growing the Financial Planning arm quickly and have an excellent reputation in the industry. Due to growth, we need a Financial Adviser to deal with new clients to the practice. You would be working along side an existing Financial Adviser and Senior Adviser. We are seeking a go-getter who is keen to continue to grow as an adviser and team member long term.

We develop deep and long-lasting relationships with our clients, this is reflected by the regular referrals we receive from within our client base.

What will your day look like?

As a result of our continued expansion we are looking to add to our team to enhance our service delivery and ease the burden of appointments on the existing advisers. The role is extremely varied and will see the successful applicant actively involved across every level of the advice process.

It is expected that you will lead new client meetings and reviews for these clients. 
From this meeting you will collate file notes, develop and research strategies and products, review the SOA / ROA's from the paraplanner and liaise with the Office Manager / Client Service Officers to implement recommendations, including updating Adviser Logic as needed. 
You will grow a database of clients over time that will become your clients to manage and review.
You will take over some existing clients. 
We place more importance on the quality and outcome of the work rather than the time taken to do it - we place much trust in our employees to 'do the right thing' and do not operate in a culture of micro-management.

In return for this flexibility we expect deadlines to be met and tasks to be prioritised during busy periods without the need for the Partners or Office Manager to double handle or check that tasks have been completed. 

Career Progression

This is a genuine stepping stone to a Partnership position within an expanding practice that embraces technology and a push toward professionalism in the industry.

There will be a high level of client interaction and with time it is expected that you will manage a portfolio of the businesses' clients as you mature in your career. 

It is expected that this role will transition to potential for equity over the long term.

It is expected that you will be able to demonstrate:

Excellent written and verbal communication skills
High attention to detail – accuracy and compliance are extremely important to you and you are able to demonstrate a strong technical knowledge
Minimum of 5 years experience in a similar role, or able to demonstrate applicable skills
ADFP / Tertiary Qualifications, meeting the requirements to be an Authorised Representative.
Already passed the FASEA exam.
Strong planning skills across all facets of Financial Planning, with a focus on overall wealth advice. 
Sound understanding of investment markets including SMA's, ETF's, Direct Shares and Wrap Accounts
Up to date with CPD points and a clean compliance record, if you are Authorised
To apply for this position please upload a Cover Letter and a current Resume.