Financial Adviser
Financial Adviser
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Job Description
Take the next step in your career with a role that combines opportunity support and rewards.
Are you ready to embrace the challenge of building strong client relationships and delivering exceptional financial advice Whether youre a seasoned Financial Adviser or just starting your journey as a Junior Adviser this opportunity is for you! At Coastal Advice Group were growing in Western Australia and were searching for a driven Financial Adviser to join our team in Perth.
About the Role
Youll onboard and manage a portfolio of clients building enduring relationships that foster trust and deliver value. Our cutting-edge automated workflows including outsourced advice documentation empower you to focus on what you do bestadvising clients.
What We Offer:
- Compensation that Reflects Your Value: A competitive fixed and variable remuneration package that recognizes not only high performance but also those who exemplify our core behaviours and the right attitude.
- Career Growth: Opportunities to advance as we expand our presence in WA.
- Supportive Environment: Join a team that values collaboration and professional development.
- Flexibility: Some travel required within Perth and surrounding suburbs.
What Were Looking For:
- Client Focus: Passionate about delivering high-quality client-centric financial advice.
- Adaptability: Able to work with diverse clients and develop tailored strategies to meet their goals.
- Growth-Oriented Mindset: Whether youre an experienced adviser or a recent entrant we value a willingness to learn and grow.
- Leadership: Capable of guiding support staff to deliver outstanding client service.
Key Responsibilities:
- Engage new and existing clients through discovery advice presentation and progress meetings.
- Originate and convert new client opportunities in alignment with company values and pricing philosophy.
- Utilise our advanced tools such as Wealth Central to streamline processes and maximize impact.
- Uphold compliance standards and contribute to the continuous improvement of our advice delivery process.
- Leverage networks and referrals to drive business development for yourself and the wider team.
Qualifications & Skills:
- Qualifications to be a registered Authorised Representative of RI Advice Group.
- Commitment to ongoing professional development and education requirements.
- Strong communication skills and the ability to articulate the value of financial advice.
- A dedication to embodying our brand values and supporting the performance uplift of the business.
Join us in shaping the future of financial advice in Perth. Take on a role that challenges rewards and grows with you.
How to Apply:
Submit your resume and cover letter to with the subject line Financial Adviser Application Perth.
Required Experience:
IC
Employment Type
Full-Time
