Financial Adviser

Location: Adelaide CBD, South Australia
Job Type: Permanent
Salary: Up to AU$125000.00 per annum
Contact: Adrian O'Donnell
Specialisation: Wealth Management
Reference: 201988_1583196691


Purpose of the role

The main purpose of this role is to provide high quality financial planning advice to new and existing clients; by identifying and working with potential clients through referral, networking and marketing channels.

Main focus areas

  • Deliver quality advice to existing and new clients in line with business frameworks
  • Maintain client records to ensure high quality, consistent advice
  • Maintain high compliance standards in line with industry best practice
  • Deliver exceptional client experience
  • Drive new business relationships through networking, referral partnerships and marketing campaigns
  • Identify opportunities to work with client segments to grow business
  • Be active in providing process improvement ideas, particularly in improving client experience

Successful candidate will

  • Have minimum 2 years personal advice delivery experience
  • Be on ASIC Financial Adviser Register
  • Be registered with Tax Practitioners Board (TPB)
  • Have qualifications to FASEA standards - completed approved degree or on pathway to completion
  • Passed FASEA exam (preferred)
  • CPD compliant at former/ current employer
  • Excellent technical knowledge across financial planning strategies including SMSF
  • Excellent client relationship skills

To apply for this fantastic opportunity, apply and upload CV or contact Adrian O'Donnell for more details on 0402 030 906 or adrian.o'donnell@porterallen.com.au