Senior Financial Adviser – Partnership Path & Hybrid Work

International Search Partners; Brisbane; Hybride; AUD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Autonomy

Generous remuneration package

Résumé du poste

International Search Partners in Brisbane seeks a Senior Financial Adviser to manage a premium portfolio of affluent clients and SME owners. You will work with the professional services team to deliver trusted financial planning and contribute to wealth management growth.

The ideal candidate has 7+ years of experience, strong leadership, SMSF knowledge, and excellent communication. You will mentor staff, lead initiatives with Partners, and help drive business growth while ensuring regulatory

Qualifications

• 7+ years delivering comprehensive advice to affluent clients and SMEs.
• Strong leadership skills and experience leading teams.
• Extensive SMSF and regulatory knowledge.
• Excellent communication and client relationship abilities.
• A commercial mindset focused on growth and objectives.
• Ability to collaborate across office and partners.

Responsabilités

• Manage an established client portfolio of high net-worth and affluent business clients.
• Identify new business through relationships with Accounting, Lending, and Insurance teams.
• Provide tailored, high-value financial planning services to clients.
• Contribute to Wealth Management growth and mentor team members.
• Collaborate with Partners to develop new business initiatives, including AI-driven processes.
• Maintain strong technical knowledge and ensure regulatory compliance.

Connaissances

Financial Advice

Leadership

Relationship Building

SMSF Knowledge

Regulatory Compliance

Business Development

Communication

Formation

Tertiary qualification in financial services

Description du poste

International Search Partners in Brisbane seeks a Senior Financial Adviser to manage a premium portfolio of affluent clients and SME owners. You will work with the professional services team to deliver trusted financial planning and contribute to wealth management growth.

The ideal candidate has 7+ years of experience, strong leadership, SMSF knowledge, and excellent communication. You will mentor staff, lead initiatives with Partners, and help drive business growth while ensuring regulatory