Senior Financial Adviser

Davies Stewart Recruitment & HR; Adelaide; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

5 weeks annual leave

Birthday leave

Wellbeing and lifestyle benefit $1,500

Annual bonus

Job summary

Davies Stewart, in partnership with Assured Business and Wealth Advisors, is inviting a Senior Financial Adviser to its Morphett Vale office in South Australia. This permanent, full-time role provides hand-on client work with dedicated paraplanning and admin support to focus on relationship building.

You will craft tailored financial plans covering investments, superannuation, insurance and retirement strategies, collaborate with accounting, tax, lending and business advisory teams, and maintain

Qualifications

• Full qualification and ASIC-compliant status as a Financial Adviser meeting current industry standards.
• Minimum 3 years of experience providing holistic financial advice to retail clients.
• Proven track record of building strong client relationships and delivering tailored advice.
• Excellent communication skills, with the ability to explain complex concepts clearly and practically.
• Australian citizenship or permanent residency.

Responsibilities

• Client Strategy & Advice: Developing and managing comprehensive financial plans, covering investment strategies, superannuation, insurance, and retirement planning.
• Relationship Management: Building and maintaining strong, long-term client relationships through regular communication and annual review meetings.
• Holistic Collaboration: Working closely with internal Accounting, Tax, Lending, and Business Advisory teams to deliver seamless, comprehensive solutions.
• Compliance & Currency: Staying up to date with legislation, regulations, and industry best practices to ensure contemporary, compliant advice.

Skills

Communication skills

Relationship management

Client advisory

Holistic collaboration

Regulatory compliance

Education

Graduate Diploma in Financial Planning or equivalent

Job description

Are you an experienced, client-focused financial adviser looking to build a long-term career with a company that genuinely cares for and supports its people? Davies Stewart is partnering with Assured Business and Wealth Advisors to recruit a dedicated full-time Senior Financial Adviser for their established Morphett Vale office in South Australia. This is an exceptional permanent employment opportunity for a high-calibre professional to take over an established client portfolio within a highly valued, collaborative environment that offers fantastic perks. Benefits include 5 weeks annual leave, birthday leave, a $1,500 wellbeing and lifestyle benefit upon passing probation and an annual bonus.

About Assured Business and Wealth Advisors

Established in 1992, Assured Business and Wealth Advisors is a respected South Australian professional services firm with over 30 years of trusted relationships. They pride themselves on building long-term connections based on trust, professionalism, and personalised service, backed by expert divisions in accounting, taxation, lending, and business advisory. Known for a great team culture, a strong community focus, and a deeply supportive environment, they are committed to helping both their clients and staff thrive.

The Role

Working within this integrated professional services firm, you will provide tailored financial advice and strategies that help clients achieve their financial and lifestyle goals. Best of all, you will enjoy dedicated paraplanning and admin support so you can focus on building relationships rather than cold prospecting.

• Client Strategy & Advice: Developing and managing comprehensive financial plans, covering investment strategies, superannuation, insurance, and retirement planning.
• Relationship Management: Building and maintaining strong, long-term client relationships through regular communication and annual review meetings.
• Holistic Collaboration: Working closely with internal Accounting, Tax, Lending, and Business Advisory teams to deliver seamless, comprehensive solutions.
• Compliance & Currency: Staying up to date with legislation, regulations, and industry best practices to ensure contemporary, compliant advice.

What You Bring

• Full qualification and ASIC-compliant status as a Financial Adviser meeting current industry standards, including a Graduate Diploma in Financial Planning or equivalent.
• Minimum 3 years of experience providing holistic financial advice to retail clients.
• A proven track record of building strong client relationships and delivering tailored advice.
• Excellent communication skills, with the ability to explain complex concepts clearly and practically.
• Australian citizenship or permanent residency.