A leading financial services organisation is seeking a highly motivated and client-focused Financial Advisor to join its growing private client team.
This role offers the opportunity to build a successful advisory practice while delivering tailored financial planning and investment solutions to a high-value client base. You will play a key role in guiding clients through their financial journeys, providing expert advice across wealth creation, protection, and long-term planning.
THE ROLE
You will be responsible for delivering holistic financial advice and building long-term client relationships, while growing a sustainable and high-quality advisory practice.
Key responsibilities include:
Providing tailored financial advice in line with regulatory requirements and best practice
Conducting comprehensive financial needs analyses, including risk, retirement, and estate planning
Developing and implementing personalised financial plans for clients
Recommending appropriate investment and insurance solutions
Building and maintaining strong, long-term client relationships
Conducting regular client reviews and adapting strategies as needs evolve
Collaborating with internal stakeholders to deliver a seamless client experience
Identifying and developing new business opportunities
Maintaining accurate records and documentation of financial advice
Supporting and mentoring junior team members where required
WHAT WE ARE LOOKING FOR
We are seeking a driven and professional advisor with strong technical expertise and a passion for delivering exceptional client outcomes.
Key requirements:
Relevant tertiary qualification (CFP preferred)
5 - 7 years' experience within financial services or financial advisory roles
Strong understanding of financial planning, investments, and long-term insurance
Knowledge of income tax and estate planning principles
Proven ability to build and manage client relationships
Experience in delivering holistic financial advice
Strong organisational and time management skills
Excellent communication and interpersonal skills
WHO YOU ARE
Client-centric with a strong advisory mindset
A relationship builder with excellent networking ability
Commercially aware with a results-driven approach
Self-motivated and able to work independently
A team player who contributes to a collaborative environment
Resilient, adaptable, and comfortable in a dynamic environment
WHY THIS ROLE
Opportunity to build and grow your own advisory practice
Access to a strong brand, product offering, and client base
Collaborative and high-performance team environment
Exposure to a sophisticated and high-net-worth client segment
Ongoing learning, development, and career progression
Work within a culture that values innovation, excellence, and entrepreneurship