Description

Our client is a well-established Financial Planning Practice who are renown for their professionalism and strong focus on providing quality advice to their clients. With a great team environment and designated back office support, a new position is available for an experienced Financial Adviser to join the team.

As Financial Adviser your position will be to manage a quality established client base whilst provide comprehensive advice to new clients. Your client portfolio consists of pre Retirees, Wealth Accumulators, Business Owners and High-Networth individuals. In addition, there is an opportunity to travel regionally and work with Agri Clients.

Additional elements of your role will include:

Manage existing client portfolio and new business referrals.
Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial goals and objectives.
Provide comprehensive advice across all areas including Superannuation & Retirement planning, Investments and SMSF's.
Successfully manage relationships with clients and internal referral partners.
Maintain technical knowledge and ongoing training requirements.
We are seeking a professional and self-motivated individual who is passionate about financial planning and helping clients to achieve their personal financial goals.

You will have:

An experienced Financial Adviser (AR) managing and providing financial advice to clients.
Completion of a relevant Tertiary qualification along ideally with SMSF Accreditation.
Strong technical knowledge across all areas of advice including Centrelink and ideally SMSF's. 
Self-managed and able to grow the existing client book and convert new client referrals.
Strong communication and relationship skills, ideally with previous experience partnering with Accountants.
Able to work autonomously and within a team environment.
Able to travel regionally each month.
This is an excellent long-term career opportunity providing numerous benefits, including flexibility to WFH, competitive renumeration plus bonus along with opportunity for Partnership.

For further information and confidential discussion, please contact Shelly on 0413 957 089 or email your application to s.pokorny@intlsearchpartners.com