Financial Adviser

Murray Nankivell; Murray Bridge; On-site; AUD 120,000 - 150,000; Full time

Benefits offered by this job

Income potential up to $150,000 per pa

Job summary

Murray Nankivell is seeking a passionate Financial Adviser with direct equities investment and SMSF experience to join our team. You can work from any of our three full-time offices (Murray Bridge, Bordertown, Naracoorte).

Induction and training occur from Naracoorte to establish rapport and systems familiarity. Travel will be required to cover our client base across the South East, Murraylands and Western Victoria, with collaboration across internal Advisers.

Qualifications

• Minimum 3 years of financial planner experience providing holistic advice to clients (face-to-face).
• Experience with SMSF and direct equities investments would be an advantage but not essential.
• Undergraduate or postgraduate degree meeting FASEA requirements.

Responsibilities

• Collaborate with financial planning and accounting teams to identify opportunities and provide holistic wealth advice to clients with a variety of wealth needs.
• Undertake quality consultative conversations with clients to understand their needs and provide personalised financial advice.
• Assist clients with decisions around protecting and growing wealth and structuring investments.
• Active involvement in business development and new opportunity identification by networking to grow new business.
• Strict adherence to Risk, Compliance and Advice processes and protocols.

Skills

Holistic wealth advice

Client consultations

Interpersonal skills

Direct equities knowledge

SMSF knowledge

Xplan software

Portfolio management

Risk and compliance

Education

FASEA-aligned degree

Job description

About Us

Murray Nankivell is a privately owned and run business in Regional SA. Murray Nankivell provides a broad range of professional services across Accounting, Business Consulting and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisers who hold an Australian Financial Services Licence.

FINANCIAL ADVISER

About Us

Murray Nankivell is a privately owned and run business in Regional SA. Murray Nankivell provides a broad range of professional services across Accounting, Business Consulting and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisers who hold an Australian Financial Services Licence.

Murray Nankivell are committed to forming close partnerships with our clients, enabling us to understand their unique situation and customise the assistance we provide to suit their requirements.

Why join us

• Exceptional income potential – we offer up to $150,000 per annum.


• We have a strong focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work.


• We are an extremely successful firm, with a large and high-quality customer base. This enables us to provide direct referrals from our accounting customer-base.

About The Role

We have a great new opportunity for a passionate and highly driven Financial Adviser with direct equities investment and SMSF experience, to join our team.

The successful candidate can work out of any one of our three full time offices; Murray Bridge, Bordertown or Naracoorte.

Our support team for Financial Planning are in Naracoorte. All induction and training will be conducted from this office. The successful candidate would need to work from this location for induction, to establish rapport and strong working relationships and complete familiarisation with systems and processes.

Ongoing travel will be required to cover our client base in the South East, Murraylands and Western Victoria, collegiately with other internal Advisers.

You are not required to bring new clients, but to succeed in the role, you will have the ability to source new clients.

Key Responsibilities

• Collaborate with financial planning and accounting teams to identify opportunities and provide holistic wealth advice to clients with a variety of wealth needs


• Undertake quality consultative conversations with clients to understand their needs and provide personalised financial advice


• Assist clients with often complex decisions around the best way to protect and grow their wealth and structure their investments


• Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business


• Strict adherence to Risk, Compliance and Advice processes and protocols

About You

Minimum educational requirements

• Undergraduate or postgraduate degree qualification that meets the requirement of FASEA

Practical experience

• Minimum 3 years of financial planner experience providing holistic advice to clients (face-to-face)


• Experience with SMSF and direct equities investments would be an advantage but not essential

Knowledge and skill

• Solid understanding of tax, superannuation, retirement income streams, investments and social security


• Good knowledge of retirement strategies, direct equities, managed investments and personal risk/insurance advice


• Excellent interpersonal and communication skills, including the ability to communicate complex scenarios in a manner that is engaging and allows for the client to get it


• Specialist qualifications in SMSF's would be an advantage


• Previous experience with Xplan financial planning software preferred but not essential