Financial Adviser

Finnia; City of Melbourne; Vor Ort; AUD 100.000 - 130.000; Vollzeit

Zusammenfassung

Canopy Financial Group is seeking an experienced Financial Adviser to work with our Principal Financial Adviser, delivering high-quality, holistic financial advice and superior client outcomes.

You will manage an existing client base, conduct meetings, review appointments, and guide clients through the full advice process from engagement through implementation and ongoing reviews.

Qualifikationen

• Fully qualified Financial Adviser under Australian regulatory requirements.
• Completed ASIC education requirements to provide personal financial advice.
• Minimum 3 years of experience as a Financial Adviser in an Australian practice.
• Experience delivering holistic financial advice and personal insurance advice.

Aufgaben

• Conduct client meetings and review appointments independently.
• Build trusted relationships with clients and referrals.
• Present financial advice recommendations clearly and professionally.
• Explain complex financial concepts in accessible terms.
• Guide clients through the advice process from engagement to implementation and review.
• Provide holistic advice across superannuation, retirement, investments, cashflow, estate planning, risk management and reviews.
• Conduct insurance reviews for life, disability, trauma and income protection.
• Maintain compliant client records and support the Principal Adviser.

Kenntnisse

Verbal & written communication

Trust & rapport building

Autonomous working

Ausbildung

Bachelor degree in Financial Planning/Finance/Commerce/Business

Jobbeschreibung

Canopy Financial Group is seeking an experienced and client-focused Financial Adviser to work alongside our Principal Financial Adviser, supporting the delivery of high-quality financial advice and exceptional client outcomes. This role is ideal for an adviser who enjoys building long-term client relationships, delivering holistic financial advice, providing personal insurance advice, and managing client matters from commencement through to implementation and ongoing review. The successful candidate will be provided with a steady flow of referred clients and existing client relationships to manage.

Key responsibilities

Conduct client meetings and review appointments independently

Build strong, trusted relationships with clients and prospective clients referred to the practice

Present financial advice recommendations in a clear, confident and professional manner

Effectively communicate complex financial concepts in a way clients can easily understand

Guide clients through the advice process from initial engagement through to implementation and ongoing review

Provide advice across superannuation strategies, retirement planning, investment advice, cashflow and wealth accumulation strategies, estate planning considerations, risk management strategies, and ongoing financial planning reviews

Conduct insurance reviews and needs analyses and provide advice relating to life insurance, total & permanent disability insurance, trauma insurance, and income protection insurance

Manage client relationships from commencement through to implementation and review

Maintain compliant client records and file notes

Support the Principal Financial Adviser in delivering advice strategies and client outcomes

About you

Fully qualified Financial Adviser under current Australian regulatory requirements

Bachelor Degree in Financial Planning, Finance, Commerce, Business or a related discipline

Completed all ASIC education requirements to provide personal financial advice

Minimum 3 years' experience as a Financial Adviser within an Australian financial planning practice

Demonstrated experience providing holistic financial advice

Strong experience providing personal insurance advice

Exceptional verbal and written communication skills

Strong ability to build trust and rapport with clients

Self-motivated and capable of working autonomously

About us

Canopy Financial Group is a growing and professional advice practice where client service, technical excellence and relationship management are highly valued.