Financial Advisor
- Build and manage long-term client relationships
- Conduct client meetings and deliver tailored financial advice
- Ensure compliance with ASIC and legislative requirements
Our client is seeking an experienced full time Financial Advisor to join their growing financial planning practice in Karratha. If you're passionate about building long-term client relationships and delivering quality financial advice, this could be the perfect opportunity.
What you'll be doing:
- Build and manage long-term client relationships
- Conduct client meetings, strategy sessions and annual reviews
- Develop and deliver tailored financial advice across superannuation, retirement planning, investments, insurance and wealth creation
- Prepare and present compliant Statements of Advice (SOAs)
- Work closely with administration and paraplanning teams
- Ensure compliance with ASIC, AFSL and legislative requirements
- Identify opportunities to grow existing client relationships
- Support business development through referrals and professional networks
What you'll need:
- 3–5 years' experience as a Financial Adviser or Financial Planner
- Current Australian financial services experience
- Experience providing holistic financial advice and preparing SOAs
- Strong knowledge of superannuation, investments, retirement planning and personal insurance
- Bachelor's degree or recognised financial planning qualification
- Completed Financial Adviser Exam and FASEA education requirements
- Current ASIC Financial Adviser registration and CPD compliance
- Excellent communication and relationship-building skills
- Experience with Xplan, AdviserLogic, Midwinter or similar software is advantageous
- Full working rights in Australia
What's in it for you:
- Attractive OTE of $240,000 – $300,000, comprising a competitive base salary plus an uncapped commission structure
- Established client base with significant opportunities for business growth
- Supportive team and modern systems to help you succeed
- Ongoing professional development and career progression opportunities
- Flexible working arrangements where appropriate
How to apply:
To complete your application for this position please click on the "APPLY" button. Online applications are preferred however for a confidential enquiry please call 08 9221 8122.
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