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April

Financial Adviser

Underwood Executive - Adelaide, SA

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

/ FOCUS ON CLIENT EXPERIENCE & VALUE

/ SUPPORTIVE CULTURE & HIGH PROFESSIONAL STANDARDS

/ SELF-LICENSED FINANCIAL PLANNING FIRM


Committed to delivering the highest standard of client service and working as a cohesive team, this proudly South Australian and steadily growing financial planning and advisory firm celebrates their successes, values individual differences and encourages innovation and diversity. Offering a range of services including general financial planning, superannuation and SMSF strategies, debt management, UK pension transfers, insurance and wealth creation, the team at FinSec Partners provides quality advice and service to their well-established client base.

As a Financial Adviser in this client centric firm, you will have the freedom to manage your own diverse portfolio of clients, which can be a mix of existing high net worth and retail individuals, coupled with clientele you may bring with you (although, not essential). A hands-on reviewer, you will identify suitable opportunities to enhance clients’ financial positions, manage client meetings and agendas, and help implement client plans. The aim is to build long term relationships, retain existing clients and to continue to look at new ways to evolve and innovate, while treating the business as your own.

Providing expertise, you encourage clients to think outside the square and help them to better understand their situation through practical information and analysis. Servicing existing clients and reviewing plans is your sweet spot, without feeling like you are ‘selling’; due to your passion for service, your natural empathy and listening skills. IT savvy and forward thinking, you thrive in questioning the status quo, sharing knowledge and working collaboratively to bring process efficiencies to life. FASEA compliant (or committed to a pathway of meeting the requirements), you have knowledge of financial strategies and advice, along with the experience of running your own portfolio.

Join Finsec Partners, a proudly South Australian and self-licensed firm, in this unique role which will see you working in collaboration with an experienced advice team. A firm that continually invests in their growth and its people, you will enjoy the culture of curiosity, wisdom, professionalism and innovation.

Applications should be forwarded to the attention of Vanessa Jones in Word format. Confidential telephone enquiries are welcome to Rachel on 08 8214 8020.