Financial Adviser

Kaizen Recruitment; Perth; On-site; AUD 120,000 - 150,000; Full time

Job summary

A leading recruitment agency in Australia is seeking a Financial Adviser to assist senior advisers and manage client relationships. Ideal candidates will possess a relevant degree, be on the Financial Adviser Register, and have experience with high-net-worth clients. This full-time role promotes a supportive environment for professional growth.

Qualifications

• 0-3 years of experience post completion of professional year and Financial Adviser Exam.
• Listed on the Financial Adviser Register (FAR) and authorised to provide personal financial advice.
• Experience working with high-net-worth clients is ideal.

Responsibilities

• Assist Senior Wealth Advisers in managing client relationships and preparing for meetings.
• Respond to client inquiries and provide updates on financial matters.
• Help onboard new clients by gathering financial data.

Skills

Client relationship management

Financial advising

Compliance adherence

Education

Bachelor's Degree or higher

Tools

Financial planning software

Job description

Join to apply for the Financial Adviser role at Kaizen Recruitment

5 days ago Be among the first 25 applicants

Join to apply for the Financial Adviser role at Kaizen Recruitment

Get AI-powered advice on this job and more exclusive features.

About the Company

Our client is a recognised industry leader in the financial planning industry, having been honoured three times as the FAAA’s Professional Practice of the Year and consistently ranked among Australia’s best places to work. Guided by the philosophy that great outcomes begin with great people, they nurture an environment where passion, purpose, and wellbeing fuel every step forward.

About the Company

Our client is a recognised industry leader in the financial planning industry, having been honoured three times as the FAAA’s Professional Practice of the Year and consistently ranked among Australia’s best places to work. Guided by the philosophy that great outcomes begin with great people, they nurture an environment where passion, purpose, and wellbeing fuel every step forward.

This is an exciting opportunity for talented professionals who are seeking to advance their careers in financial planning while contributing to a values-driven organisation committed to excellence.

Key Responsibilities

• Assist Senior Wealth Advisers and Principals in managing client relationships and preparing for meetings;
• Respond to client enquiries and provide timely updates on financial matters;
• Help onboard new clients by gathering financial data and documentation;
• Adhere to compliance requirements, including writing and assisting in the preparation of advice documents;
• Attend industry events, workshops, and seminars to stay at the forefront of financial planning trends, practices, and regulations.

Qualifications, Skills & Experience

• 0-3 post completing professional year and Financial Adviser Exam.
• Listed on the Financial Adviser Register (FAR) and authorised to provide personal financial advice;
• Experience working with high-net-worth clients is ideal;
• Approved Bachelor's Degree or higher;
• Robust understanding of investment platforms, superannuation funds, tax, estate planning, and complex entity structures;
• In-depth knowledge of financial markets and investment principles.

If you are interested in learning more about this position, please contact:

Simon Gvalda - 0412 122 593 |[e-mail]
Riley Thompson -0423 356 100 | [e-mail]

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Staffing and Recruiting

Referrals increase your chances of interviewing at Kaizen Recruitment by 2x

Get notified about new Financial Advisor jobs in Perth, Western Australia, Australia.

Perth, Western Australia, Australia 6 days ago

Financial Analyst, Performance Reporting

Osborne Park, Western Australia, Australia 2 weeks ago

Perth, Western Australia, Australia 2 weeks ago

Perth, Western Australia, Australia 4 days ago

Perth Airport, Western Australia, Australia A$120,000.00-A$150,000.00 6 days ago

Perth, Western Australia, Australia 6 days ago

Perth, Western Australia, Australia 2 weeks ago

Nedlands, Western Australia, Australia 1 week ago

Perth, Western Australia, Australia A$80,000.00-A$100,000.00 23 hours ago

Perth, Western Australia, Australia A$110.00-A$125.00 1 week ago

Forrestfield, Western Australia, Australia 5 days ago

Murdoch, Western Australia, Australia 4 months ago

Perth, Western Australia, Australia 1 week ago

Perth, Western Australia, Australia 6 days ago

Deals - Corporate Valuations Advisory, Senior Consultant

Perth, Western Australia, Australia 2 weeks ago

Perth, Western Australia, Australia 1 week ago

Senior Accountant, Step Up to The Role You’ve Been Accounting For!

Perth, Western Australia, Australia 1 week ago

Perth, Western Australia, Australia 1 week ago

Perth, Western Australia, Australia 1 day ago

Perth, Western Australia, Australia 2 weeks ago

Consultant - Corporate Tax Financial Services

Perth, Western Australia, Australia 1 week ago

Perth, Western Australia, Australia 1 week ago

South Perth, Western Australia, Australia 5 days ago

Fremantle, Western Australia, Australia 6 days ago

Business Analyst Full Time, 12 Month Fixed Term

Perth, Western Australia, Australia 1 week ago

Perth, Western Australia, Australia 5 days ago

Perth, Western Australia, Australia 15 hours ago

Practice Consultant (Senior Manager), Financial Inclusion

Perth, Western Australia, Australia 2 weeks ago

Perth, Western Australia, Australia 1 month ago

Perth, Western Australia, Australia 3 weeks ago

Perth, Western Australia, Australia 2 weeks ago

Mosman Park, Western Australia, Australia 1 week ago

Perth, Western Australia, Australia 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.