Financial Planner

Location: Adelaide, South Australia
Job Type: Permanent
Salary: Negotiable
Contact: Adrian O'Donnell
Specialisation: Wealth Management
Reference: 205691_1599445293

Responsibilities include but are not limited to:

  • Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies with a focus on investment advice
  • Engage and maintain client connections with internal and external referral partners
  • Contribute towards prcoess improvement within a business focused on servicing client needs with professionalism and in an ethical manner
  • Work with support team to ensure accurate implementation of advice strategies and to provide ongoing advice
  • Provide advice to a range of HNW and UHNW clients
  • Network and build strong referral partnerships with 3rd parties

Successful candidate will have the following:

  • Proven experience as a Financial Planner (minimum 5 years)
  • FASEA approved qualifications
  • Strong compliance record
  • Ability to work autonomously as well as with stakeholders to ensure quality advice is provided and implemented for new and existing clients
  • Self driven with a can-do attitude and ability to work at a fast pace
  • Experience delivering advice within investments space


To have a confidential conversation about this role or enquire more please contact Adrian O'Donnell on 0402 030 906 or email adrian.o'donnell@porterallen.com.au.