Financial Adviser

Canberra - Australia

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Financial AdviserParker Wealth CanberraAre you a client-focused Financial Adviser looking to take your career to the next level. We are an advisory business that is experiencing strong growth and seeking a person that can make a difference to the financial well-being of our clients and in our the right candidate being part of our team means that your future is unlimited. We are offering a very attractive salary (based on experience) and bonus system dedicated support and the potential for you to realise any career aspirations. Why ParkerClient Experience at the Core: At Parker advisers are empowered to build and broaden relationships with existing clients deeply understand their advice needs and deliver tailored strategies that make a real Delivery Excellence: Youll manage and nurture client relationships conduct thorough reviews and ensure advice is both compliant and clearly communicated. Our streamlined processes and support mean you can focus on what matters mostyour Environment: Work alongside experienced advisers business managers and support teams. Share insights participate in business planning and contribute to the firms vision in a supportive forward-thinking Growth: Maintain and expand your professional competencies with ongoing training specialist courses and industry-leading development opportunities. We support your growth and celebrate your Development Opportunities: Actively participate in marketing initiatives networking and growing your client base and revenue with the backing of a respected Were Looking ForExperienced advisers with a proven track record in client relationship management and advice passionate about delivering exceptional client experiences and contributing to a collaborative high-performing with an existing client book who want to transition into an AFSL business for greater support and reduced workload will be highly regarded. On offer is:a busy and challenging position with Canberras largest privately owned advisory firm;an existing book of clients as a base to provide on-going advice and service;the support of a fully qualified team of client service and paraplanning professionals;the opportunity add value and form deep client relationships;the opportunity to expand your skills and knowledge;the opportunity for career progression;work flexibility;positive and supportive work culture; andstate of the art working environment that rewards performance and service excellence and also have some fun! Your goal is to ultimately provide our clients with financial security flexibility and choice. You will be part of a close-knit team providing advice to a broad range of clients with duties including (but not limited to): Annual Client Review Meetings Advice on strategies around superannuation tax planning and investment management Presentation of Statements of Advice Responding to client advice queries Working with the client service team to ensure advice is implemented Meeting with prospective clients Ensuring advice is within compliance guidelines Key ResponsibilitiesRetain and grow client relationships through regular reviews and strategic prospects into clients by understanding their needs and delivering clear compliant to business development and marketing professional standards and pursue ongoing coaching and mentoring to in shaping the business vision and strategy. The applicant we are seeking would possess the following:RG146 (minimum education standard)Successfully passed Adviser exam (mandatory for Authorisation)A passion for helping people and providing advice that makes a difference to peoples livesA focus on the best advice without compromise or conflictExperience in tax planning investment strategies understanding of TSB TBC and superannuation strategies for accumulators and retireesKnowledge and experience in advising clients that are part of the public sector defined benefit schemes You will be rewarded with: being a key part of the leading advice business in Canberrabe part of a business that determines our own destinya documented and agreed career pathway with quarterly check-ins with our Managing Director;the opportunity to develop your own client portfolio;an attractive remuneration package (based upon experience);achievable bonuses for meeting targets;the flexibility to work in our newly renovated office in Canberra City; a warm inclusive and collaborative working environment. Ready to take the next step Join Parker Wealth and deliver advice that truly matterswhile enjoying the support and freedom you a confidential discussion contact our Managing Director Dean EasterbyVia email

Required Experience:

Junior IC

Required Experience:

Junior IC