Senior Financial Adviser

Assured Business & Wealth Advisors Pty Ltd; Adelaide; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Dedicated paraplanning and administrative support

Ongoing professional development and training support

Flexible working arrangements

Competitive remuneration package

Job summary

Assured Business & Wealth Advisors Pty Ltd seeks an experienced Financial Adviser to join their team in Morphett Vale, South Australia. This full-time position involves servicing an established client base and building long-term client relationships.

The ideal candidate must be fully qualified, ASIC-compliant, and have a minimum of 3 years’ experience in holistic financial advice. Competitive remuneration and professional development opportunities are provided.

Qualifications

• Minimum 3 years' experience providing holistic financial advice to retail clients.
• Demonstrated ability to build and maintain strong client relationships.
• Proven track record of delivering tailored financial advice.

Responsibilities

• Developing and managing comprehensive financial plans for clients.
• Analysing clients' financial circumstances and recommending strategies.
• Collaborating with other teams to deliver holistic financial solutions.

Skills

Holistic financial advice

Communication and interpersonal skills

Analytical and problem-solving capabilities

Client relationship management

Education

Graduate Diploma in Financial Planning or equivalent

ASIC compliance

Job description

Assured Business and Wealth Advisors Pty Ltd is seeking an experienced Financial Adviser to join our established team in Morphett Vale, South Australia.

This is a full‑time position offering the opportunity to service an established client base while continuing to build long‑term client relationships through referrals and business development opportunities. Working within our integrated professional services firm, you will provide tailored financial advice and strategies that help clients achieve their financial and lifestyle goals.

What you'll be doing

• Developing and managing comprehensive financial plans for clients, including investment strategies, superannuation, insurance, and retirement planning.
• Analysing clients' financial circumstances and recommending appropriate strategies and solutions aligned with their goals, objectives, and risk profile.
• Building and maintaining strong long‑term relationships through regular communication, review meetings, and ongoing service.
• Staying up to date with changes in legislation, regulations, and industry best practice to ensure clients receive compliant and contemporary advice.
• Collaborating with our Accounting, Tax, Lending, and Business Advisory teams to deliver holistic financial solutions for clients.
• Supported by dedicated paraplanning and administration resources, allowing you to focus on client relationships and delivering high‑quality advice.

What we're looking for

• Fully qualified and ASIC‑compliant Financial Adviser meeting post‑1 January 2026 standards.
• A Graduate Diploma in Financial Planning or equivalent qualification is required to meet ASIC compliance requirements.
• Minimum 3 years' experience providing holistic financial advice to retail clients.
• Demonstrated ability to build and maintain strong client relationships.
• Proven track record of delivering tailored financial advice to a diverse client base.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and practically.
• Strong analytical and problem‑solving capabilities.
• Commitment to ongoing professional development and maintaining industry knowledge.
• Ability to work collaboratively within a professional team environment to achieve optimal client outcomes.

What we offer

At Assured Business and Wealth Advisors, we are committed to supporting our employees' professional and personal growth.

We offer:

• An established client base and strong referral network.
• Ongoing referral opportunities generated through our Accounting, Tax, Lending, and Business Advisory divisions.
• Dedicated paraplanning and administrative support.
• Competitive remuneration package.
• Flexible working arrangements.
• Ongoing professional development and training support.
• Collaborative and supportive team culture.
• Long‑term career growth opportunities within an established South Australian firm.

About us

Established in 1992, Assured Business and Wealth Advisors is a respected South Australian professional services firm providing holistic financial advice supported by accounting, taxation, lending, and business advisory expertise.

We pride ourselves on building long‑term relationships based on trust, professionalism, and personalised service. Our mission is to help clients achieve financial confidence and peace of mind through every stage of life. With an experienced and collaborative team, we are committed to delivering exceptional client outcomes and tailored advice solutions.

Apply now

If you are an experienced Financial Adviser looking to join a well‑established firm with an existing client base, strong internal referral opportunities, and a supportive professional team, we would welcome a confidential discussion.

Apply now to be considered for this exciting opportunity.