Description

Steel Lake Advisory Services is a rapidly growing, highly regarded advice firm servicing a broad range of clients' needs, focused on delivering quality advice and service. We are looking for the next adviser to join our 5-star team.

The Opportunity

You'll immediately inherit and manage a warm, established portfolio of risk-only clients. Your primary mission is to provide a proactive review service to these clients and identify broader, comprehensive wealth advice opportunities. You will also assist with servicing our stream of qualified inbound client enquiries to build your advice portfolio.

Your Key Duties & Responsibilities

As an experienced financial adviser, you will provide initial and ongoing advice services to new and existing clients, building on your client base and the strong reputation of Steel Lake Advisory Services. 

Your duties will include:

Proactive reviews of our existing book of insurance-only clients to ensure they're suitably protected and identify opportunities for broader wealth advice
Convert review opportunities and new client enquiries into engaged advice service clients
Provide tailored advice across superannuation, wealth creation, retirement, and risk protection
Handle reactive client enquiries regarding policy adjustments, premium increases, and claims management
Adhere to compliance policies, procedures, and quality advice standards
Grow and retain a client base for ongoing advice 

Your Skills & Experience

This role would suit a highly motivated, client-focused individual who is passionate about providing quality advice and service to a wide range of clients and positions.

Your skills and experience will include:

Experience as a financial adviser with an impeccable compliance and file audit record, 
Strong technical knowledge of superannuation, investments, tax, and insurance
Ability to build rapport quickly, uncover broader client needs, and convert limited scope clients into holistic advice relationships
Excellent customer service and communication skills
Ability to work autonomously while contributing to team growth goals
Education and exam requirements met. Listed on the Financial Advisers Register as being able to provide tax (financial) advice

Benefits & Culture

Strong back-office support is provided, including paraplanning and administration services both in house and through external providers. We also utilise streamlined CRM workflows to deliver efficient and quality advice to a large client base. The main focus of the adviser is to meet with clients, deliver quality advice, manage relationships, and seek new comprehensive advice opportunities for new clients and our existing risk-only client base.

This is a full time position based in our Warners Bay office. You will have full autonomy and flexibility over your calendar to balance client meetings, desk work, personal targets, and your home life.

We believe in assisting with the growth and development of your professional career in financial services as well as helping you achieve your personal financial targets.  We look forward to discussing how we can support you with career progression and personal wealth planning if that is what you desire. 

We celebrate quality, compliant, advice delivery and have team goals that align with the growth of the business, client satisfaction, and compliance.

About the Company

Steel Lake Advisory Services work with a wide range of clients across Australia and Internationally to provide tailored financial advisory services to suit their needs including tax minimisation, wealth creation, personal insurance, investments, superannuation, and retirement planning strategies.

We take pride in having a trusting and honest relationship with our clients, to ensure they fully understand their financial strategy and to ultimately achieve their desired outcomes. 

The company started operating with Principal Adviser Jace Cordell in 2015 as part of the Mortgage Choice Financial Planning (FinChoice) franchise, then changed name and licensee in 2021 to what it is today. Maintaining our personalised, client focused approach has always been at the core of what we do. Over time we've broadened the scope of advice from predominantly insurance and basic super advice for accumulators, to high net wealth retirees, and everyone in between.

We enjoy seeing that we can make a difference to our clients’ financial wellbeing and lifestyle. We work with each client to implement a personalised plan that best utilises their resources to optimise their financial position, whilst making sure they are financially protected in unforeseen circumstances. 

If you are passionate to become involved in a fast moving, growing practice and are seeking new challenges for your career, we would love to hear from you.
Please apply by sending your resume and cover letter. If you would like to have a confidential discussion about the role and any questions you may have, please contact Jace Cordell on 04 381.