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FAAA; Adelaide; Presencial; AUD 85.000 - 120.000; Jornada completa

Descripción de la vacante

FinSec Partners in South Australia is seeking a dedicated Financial Advisor to manage a diverse client portfolio, including high-net-worth and retail clients. You will identify tailored strategies to enhance financial well-being, conduct client meetings and deliver comprehensive financial plans with independence and professional support.

With a forward-thinking culture and strong IT capabilities, you will nurture long-term relationships, review plans regularly, and contribute to process

Responsabilidades

• Identify tailored strategies to enhance clients' financial well-being and outcomes
• Conduct client meetings and execute comprehensive financial plans
• Servicing existing clients and reviewing plans with a focus on service over selling

Descripción del empleo

Committed to delivering the highest standard of client advice and working as a cohesive team, FinSec Partners is a proudly South Australian and steadily growing financial planning and advisory firm. With a well-established client base, they provide quality advice and offer a comprehensive range of services including general financial planning, superannuation and SMSF strategies, debt management, UK pension transfers, insurance and wealth creation. Self- licensed since 2016, FinSec Partners remains steadfast in its commitment to its core values, professional standards and a strong internal culture, that ensures a superior client experience.

As a Financial Advisor at FinSec Partners, you'll enjoy the autonomy to manage a diverse portfolio including a variety of high-net-worth individuals and retail clients. In this key role, you'll take the lead in identifying tailored strategies to enhance clients' financial well-being, conduct client meetings and execute comprehensive financial plans. With the support of a highly skilled team, you will have access to a wealth of expertise to collaborate, innovate and problem solve effectively. In this role you will have the freedom to build and nurture long-term client relationships, retain loyal clients, and continually innovate to drive success. This is an opportunity to treat the business as your own and contribute to its growth and evolution. A qualified and experienced Financial Advisor, you will encourage clients to think outside the square, helping them gain a deeper understanding of their financial situation through practical information and analysis. Your focus will be on servicing existing clients and reviewing plans not on 'selling'. Your passion for service, natural empathy and excellent listening skills will enable you to foster strong relationships. With a forward-thinking mindset and strong IT capabilities, you will embrace change, share knowledge, and collaborate to improve processes and drive efficiencies. ASIC Authorised Representative compliant, you possess a solid understanding of financial strategies and advice, along with the experience of managing your own client portfolio. This role presents an exciting opportunity to elevate your career while making a tangible impact, thriving in a culture built on curiosity, professionalism, and innovation.