Financial Planner- Move back to Adelaide??

The Company

This Financial Planning firm has been established for over 20 years and delivers comprehensive Wealth Management advice while partnering with Accountants.  They are located 4kms North East of Adelaide CBD

The business is dedicated to treating their clients financial wellbeing as a whole, and steering them in the most appropriate direction for their personal and business situation.

The Role

You will be provided with a book of clients (approx 200) who will be introduced to you by an existing Financial Planner, ensuring a smooth transition.  You will be responsible for the provision of financial advice including but not limited to;

          Retirement planning



          Insurance (the client base is very insurance focused)

          Estate planning,

          SMSF advice and structuring.  

Key Deliverables 

  • Collaborating and communicating with clients to understand their financial objectives     
  • Providing strategic financial planning and investment advice including asset allocation, investment structures, estate planning, superannuation and retirement planning.
  • Servicing, retaining and delivering solutions to meet client needs developing relationships and prospecting new opportunities 
  • Maintaining professional relationships with key internal and external stakeholders      

About You 

You'll be a self-starter with strong organizational and planning skills. You'll be able to visualise the big picture and understand all the small components that need to come together to achieve your desired outcome.

Experience and Qualifications

  • 3+ years of experience as a Financial Planner
  • Must be on the ASIC AR register prior to 31 December 2018,
  • Must be committed to ongoing training to meet FASEA standards. 

Full paraplanning and administration support will be provided.


For more information, please apply now

14/09/2020 $0 Melbourne 1 Banking & Financial Services
Apply for this job

Option 1: Use this option if you want to upload a new cover letter and a Resume file

Apply Now ! Send Your Resume