Senior Financial Adviser: International & SMSF Focus

Integrate Recruitment; Melbourne; On-site; AUD 90,000 - 130,000; Full time

Job summary

Integrate Recruitment is assisting a Melbourne-based wealth management firm to appoint an experienced Financial Adviser. You will inherit an established portfolio and provide comprehensive financial planning across superannuation, investments and retirement planning.

With strong SMSF knowledge and the ability to manage international client relationships, you will engage with Australian and overseas pensions while benefiting from strong support from operations and administration.

Qualifications

• Must hold qualifications to provide personal financial advice in Australia.
• Strong SMSF knowledge and practical advisory experience are essential.
• Ability to manage an established client portfolio and work with cross-border wealth matters.

Responsibilities

• Take ownership of an established client portfolio (~75 clients).
• Deliver comprehensive advice across superannuation, SMSFs, investments and retirement planning.
• Conduct ongoing reviews and build long-term client relationships.

Skills

Client relationships

SMSF knowledge

Independent work

Education

Australian financial adviser qualifications

Job description

Integrate Recruitment is assisting a Melbourne-based wealth management firm to appoint an experienced Financial Adviser. You will inherit an established portfolio and provide comprehensive financial planning across superannuation, investments and retirement planning.

With strong SMSF knowledge and the ability to manage international client relationships, you will engage with Australian and overseas pensions while benefiting from strong support from operations and administration.