Senior Financial Adviser — Client Wealth & Planning Leader

Davies Stewart; 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

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