Adviser - Epping

The Practice: Epping Location

A highly regarded Hillross firm located in Epping is looking for an experienced Senior Adviser to join the team. This is an opportunity to join a practice which has an established book of clients which requires a high level of service.

This highly successful practice prides itself on providing innovative and responsive advice and developing strategies that make a positive difference to their clients.

  • Holistic Financial Planning firm
  • Growing Practice with existing client base
  • Great career opportunities exist in this practice

The Candidate:
We are looking an experienced adviser who is looking to join a high performing team. If you enjoy working with a book of existing clients and have exceptional client engagement skills this could be the right role for you.

This role will suit a friendly, motivated and outcome orientated Financial Adviser with great interpersonal skills and the ability to inspire people to action. You will be able to show high levels of consistency in terms of activity management, the ability to gain clients trust and respect and a strong service and relationship building ethos. You will be able to work as part of a team and also autonomously.

Previous experience working in a Financial Advice role (Minimum 3 Years), being a part of the financial advice process
Strong focus on providing quality advice
A firm understanding for regulatory requirements
Up-to-date RG146/DFP qualifications are essential with a willingness to continue further studies (FASEA Degree Qualified)
Strong compliance history

The role:
As part of the business you will have the opportunity to work closely with clients and their changing needs & circumstances, whilst providing holistic advice to support them through their life stages.

You will be responsible for the continuous development and servicing of clients and re-engage prospective clients. This role will suit a strong adviser with the ability to network amongst an existing client base. This adviser will have the ability to enthuse and inspire clients around the value of good quality financial advice.

As a senior adviser you will be offered a good level of flexibility and autonomy in this position.


25/11/2019 $0 North Shore & Northern Beaches 1 Banking & Financial Services
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