Description
Our client is a well-established wealth planning firm with several offices across Adelaide. We are looking for a dynamic, confident Senior Financial Planner to join their experienced team within our city-fringe office. Our client is Focused on Clients and has an excellent reputation in Financial Planning from hard work, client advocacy and innovative thinking.
To be successful in the role you will be highly motivated ,experienced and a driven Senior Financial Adviser to join our advisory team. You will be responsible for providing high-quality financial advice to clients, helping them achieve their financial goals through strategic planning and investment solutions. You will be expected to build strong client relationships and lead a team of junior advisers to maintain service excellence.
Key Responsibilities:
Client Advisory & Relationship Management:
o Provide tailored financial advice to a diverse range of clients including individuals, families, and business owners and entities like Trusts, SMSF’s.
o Conduct in-depth client reviews, identifying financial goals, risk tolerance, and investment needs.
o Develop and implement comprehensive financial strategies including retirement planning, wealth management, tax planning, and estate planning.
with a client-focused mindset.
o Communicate complex financial concepts clearly and effectively.
o Work collaboratively within a team-oriented environment.
o Manage and nurture long-term client relationships, ensuring consistent communication and service excellence.
Compliance & Regulatory Adherence:
o Ensure all financial advice and practices comply with relevant industry regulations and company policies.
o Maintain accurate records of client interactions and financial transactions in line with compliance requirements.
o Participate in regular training and professional development to stay compliant with regulatory changes.
Team Leadership & Mentoring:
o Provide guidance and mentorship to junior advisers and support staff.
o Lead by example in client servicing, strategic thinking, and ethical practice.
o Foster a collaborative team environment that promotes growth and development.
Key Qualifications:
Bachelor’s degree in finance, Business, Economics, or related field.
Certified Financial Planner (CFP), Financial Adviser Standards and Ethics Authority (FASEA), or equivalent qualification.
Minimum of 5–7 years of experience in financial planning or advisory roles.
Deep understanding of financial products, investment strategies, tax laws, and retirement planning.
Excellent communication, interpersonal, and negotiation skills.
Proven ability to build lasting client relationships
Strong analytical skills with attention to detail and accuracy.
High ethical standards and commitment to professional integrity.
Skills and Attributes:
Strategic thinker with a proactive approach to financial advising.
Strong leadership capabilities with experience in team mentorship.
Exceptional problem-solving skills and decision-making abilities.
Ability to work independently as well as part of a team.
High proficiency in financial planning software and Microsoft Office Suite.
Why Join Us?
Competitive remuneration package and performance-based bonuses.
Opportunity for career growth and professional development.
Collaborative team environment with a focus on client success.
Access to continuous learning and industry certifications.
If you’re ready to make an impact and drive financial success for businesses, we’d love to hear from you!
To register your interest, email your resume and covering letter directly to [email protected]. Candidates whose application closely matches the selection criteria will be contacted to discuss the role in further detail and arrange an initial interview. Only successful applicants will be contacted.
