Senior Financial Advisor

Davies Stewart; Adelaide; On-site; AUD 95,000 - 130,000; Full time

Benefits offered by this job

5 weeks annual leave

Birthday leave

$1,500 wellbeing and lifestyle benefit

Job summary

Davies Stewart is seeking a Senior Financial Advisor to join their Morphett Vale office in South Australia. You will provide tailored financial advice, develop comprehensive plans, and support clients with investments, superannuation, insurance, and retirement strategies.

The role includes dedicated paraplanning and admin support to focus on client relationships. You will collaborate with internal teams to deliver integrated financial solutions while ensuring compliance with current regulations

Qualifications

• Full qualification and ASIC-compliant status as a Financial Adviser.
• Minimum 3 years of experience providing holistic financial advice to retail clients.
• Proven track record of building strong client relationships and delivering tailored advice.
• Australian citizenship or permanent residency.

Responsibilities

• Develop and manage comprehensive financial plans, covering investments, superannuation, insurance, and retirement planning.
• Build and maintain strong, long-term client relationships through regular communication and annual review meetings.
• Collaborate with internal Accounting, Tax, Lending, and Business Advisory teams to deliver seamless, integrated solutions.
• Stay up to date with legislation, regulations, and industry best practices to ensure compliant advice.

Skills

Client relationship management

Communication skills

Financial planning

Education

Graduate Diploma in Financial Planning

ASIC-compliant Financial Adviser status

Job description

Are you an experienced, client-focused professional looking to build a long-term career with a company that genuinely cares for and supports its team?

Davies Stewart is partnering with Assured Business and Wealth Advisors to recruit a dedicated full-time Senior Financial Advisor for their established Morphett Vale office in South Australia. This is an exceptional permanent employment opportunity for a high-calibre candidate to take over an established client portfolio within a highly valued, collaborative environment that offers fantastic perks (including 5 weeks of annual leave, birthday leave, and a $1,500 wellbeing and lifestyle benefit upon passing probation!).

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 an 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. Core responsibilities include:

• 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

To be successful in this vital job, you will possess:

• 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.