Senior Financial Advisor

Fortuna Advisory Group; Perth; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive remuneration package

Career progression

Professional development

Job summary

Grove Securities, part of the Fortuna Advisory Group, is seeking an experienced Financial Adviser in our West Perth office. You will deliver tailored financial advice to individuals, families, and entities such as trusts and SMSFs, building lasting client relationships.

Key responsibilities include retirement planning, wealth management, tax and estate planning, and mentoring junior advisers. A strong ethical mindset and regulatory compliance are essential to success.

Qualifications

• Experience in financial planning or advisory roles.
• Bachelor’s degree in Finance or related field.
• SMSF knowledge and industry designations are highly regarded.

Responsibilities

• Provide tailored financial advice to individuals, families, and business entities including trusts and SMSFs.
• Develop and implement retirement, wealth, tax, and estate planning strategies.
• Manage and nurture long-term client relationships with consistent communication and service excellence.
• Lead and mentor junior advisers and support staff; uphold compliance and ethical standards.

Skills

Client Advisory

Relationship Mgmt

Team Leadership

Financial Planning

SMSF Knowledge

Education

Bachelor's degree in Finance

SMSF Association membership

SMSF Specialist Adviser designation

Tools

Financial planning software

Microsoft Office

Job description

Grove Securities part of the Fortuna Advisory Group:

Grove Securities is part of the Fortuna Advisory Group and specialises in Self-Managed Superannuation services, Financial Planning and Tailored Investment Advice. The team at Grove Securities are always striving to deliver the highest standard of advice and ongoing support to Clients.

Fortuna Advisory Group multi-disciplinary advisory firm offering end-to-end professional services including Financial Planning and Wealth Management, Business Advisory, Tax and Accounting, Mortgage Broking and Business Loans, Legal and Succession/Estate Planning, Insurance Broking, Managed IT and Cyber Security, and HR, Recruitment and Investigation solutions. Since launching in Perth in 2012, Fortuna has grown to support over 15,000 clients nationally and is recognised as one of Australia’s fastest-growing professional services groups.

The Opportunity:

We’re looking for an experiencedFinancial Adviserto step into a high-impact role within our team at our West Perth Office.

This is more than a role, it's a career-defining opportunity. As our successful candidate, you'll deliver exceptional financial advice that empowers clients to achieve their goals through smart strategic planning and tailored investment solutions.

You’ll build genuine, lasting client relationships driving a culture of service excellence within the business.

Best of all? This position has been earmarked as a succession plan offering a clear runway for the right person to step into a senior position and shape the future direction of the firm.

Key Responsibilities:

Client Advisory & Relationship Management:

• Provide tailored financial advice to a diverse range of clients including individuals, families, and business owners and entities like Trusts, SMSF’s.
• Conduct in-depth client reviews, identifying financial goals, risk tolerance, and investment needs.
• Develop and implement comprehensive financial strategies including retirement planning, wealth management, tax planning, and estate planning.
• Manage and nurture long-term client relationships, ensuring consistent communication and service excellence.

Compliance & Regulatory Adherence:

• Ensure all financial advice and practices comply with relevant industry regulations and company policies.
• Maintain accurate records of client interactions and financial transactions in line with compliance requirements.
• Participate in regular training and professional development to stay compliant with regulatory changes.

Team Leadership & Mentoring:

• Provide guidance and mentorship to junior advisers and support staff.
• Lead by example in client servicing, strategic thinking, and ethical practice.
• Foster a collaborative team environment that promotes growth and development.

Key Qualifications:

• Experience in financial planning or advisory roles.
• Bachelor’s degree in Finance, Business, Economics, or related field. Experience in advising in Self Managed Super funds will be highly regarded
• SMSF Association membership and SMSF Specialist Adviser designation will be highly regarded
• Deep understanding of Self Managed Super Fund structures, financial products, investment strategies, tax laws, and retirement planning.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to build lasting client relationships
• Strong analytical skills with attention to detail and accuracy.
• High ethical standards and commitment to professional integrity.

Skills and Attributes:

• Strategic thinker with a proactive approach to financial advising.
• Strong leadership capabilities with experience in team mentorship.
• Exceptional problem-solving skills and decision-making abilities.
• Ability to work independently as well as part of a team.
• High proficiency in financial planning software and Microsoft Office Suite.

Why Join Us?

• Competitive remuneration package
• Established client base and referral network
• Opportunity for career growth and professional development.
• Collaborative & supportive team environment with a focus on client success.
• Access to continuous learning and industry certifications.

If you’re ready to make an impact and drive financial success for individuals, families, business owners and entities like Trusts and SMSF’s, we’d love to hear from you! Grove Securities