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FAAA; Albury City; On-site; AUD 110,000 - 170,000; Full time

Job summary

FAAA in Albury is seeking a Financial Adviser to support an existing client cohort and drive growth through internal and external referrals. You will focus on client relationships and delivering comprehensive wealth management solutions within a well-resourced Private Wealth team.

The role emphasizes participation in industry commentary, contributing to thought leadership, and maintaining an active presence online and at events to expand the firm’s private wealth footprint.

Qualifications

• ASIC-approved Financial Planning qualifications or readiness to commence the Professional Year.
• Significant experience in end-to-end client relationships from a Wealth Management perspective.
• Proven expertise managing senior client relationships with complex financial structures.
• Willingness to drive strategic initiatives for marketing and client acquisition.
• Strong knowledge of financial services industry, legislation, regulation across Accounting, Tax, Superannuation, Insurance & Investments.

Responsibilities

• Work with the Senior Adviser to provide capacity while driving growth, capability and strategy.
• Learn and understand the client engagement model and value proposition for each service line.
• Build and develop trusted relationships with the Albury team and wider group.
• Contribute to the Financial Advisory team and transition client relationships successfully.
• Grow and develop team capability and participate in group technical forums.

Skills

Senior client relationships

Wealth management

Strategic initiatives

Regulatory knowledge

Engage at senior level

Education

ASIC-approved Financial Planning qualifications

Professional Year ready

Job description

The Business

Our client is an international professional services network with an award-winning presence in Australia. The Private Wealth team is growing quickly, following a similar trajectory to other service lines across the business. By providing both retail and wholesale financial advice, this firm supports their clients with an all-encompassing offering.

The Opportunity

The Private Wealth team is seeking a Financial Adviser to support an existing cohort of clients, and drive growth through both internal and external referrals. The team is well-resourced to support administration and research, so you can focus on client relationships and developing strategic opportunities.

The ideal candidate will be encouraged to participate in industry commentary, contribute to thought leadership, and maintain a strong presence through online channels and events.

Key Responsibilities

• Working with the Senior Adviser, you will be providing capacity whilst also driving growth, capability and strategy.
• Learn and understand the client engagement model and the value proposition for each service area of the broader business.
• Build and develop trusted and robust relationships with the Albury team as well as the wider group and key stakeholders within the business.
• Contribute strongly to the Financial Advisory team and actively drive the successful transition of some client relationships and the development of others.
• Assist to grow and build on the capability of the team and be active in your participation within group wide technical forums.

About You

• ASIC-approved Financial Planning qualifications; or ready to commence your Professional Year.
• Significant experience in, and understanding of, the end-to-end client relationship from a Wealth Management & Accounting perspective.
• Proven expertise in managing senior client relationships that involve complex financial structures.
• Be familiar with and keen to develop and drive strategic initiatives that will assist marketing and the overall client acquisition process.
• Substantial knowledge of the financial services industry as whole, including legislation and regulatory obligations with experience essential in Accounting, Tax, Superannuation, Insurance & Investments.
• A confident persona and an ability to engage clients at the senior level.
• A strong desire to progress your career and someone who is seeking a long term, stable and well-resourced corporate environment.