Senior Financial Adviser in Ballarat

Senior Financial Adviser in Ballarat

Ballarat Full-Time 63000 - 77000 $ / year (est.) Remote
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At a Glance

  • Tasks: Manage a high-value client book and provide holistic financial planning.
  • Company: Candor Recruitment, a supportive team in Ballarat.
  • Benefits: Equity partnership path, flexible schedule, and strong back-office support.
  • Other info: Work-from-home options available with excellent career growth potential.
  • Why this job: Join a dynamic team and make a real impact on clients' financial futures.
  • Qualifications: Experience in financial advising and strong communication skills.

The predicted salary is between 63000 - 77000 $ per year.

Candor Recruitment in Ballarat is seeking a Senior Financial Adviser to take over and manage an existing high-end client book. The role offers an equity partnership path and a flexible schedule with work-from-home options, backed by a strong back-office support team.

You will provide holistic financial planning across superannuation, investments, insurance, retirement planning and estate structuring, collaborating with paraplanning and client services to deliver quality advice on complex wealth.

Senior Financial Adviser in Ballarat employer: CANDOR Recruitment

Join our vibrant Accounting and Financial Planning firm in Greenwich, where we pride ourselves on fostering a supportive and dynamic work culture. With stunning views of Sydney Harbour, our office offers a flexible environment that accommodates part-time hours for the right candidate, ensuring a perfect work-life balance. We are committed to employee growth, providing opportunities for professional development while you engage with a diverse range of SME clients in a fun and collaborative atmosphere.

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Contact Details:

CANDOR Recruitment Recruitment Team

We think you need these skills to ace Senior Financial Adviser in Ballarat

Holistic Financial Planning
Superannuation Knowledge
Investment Strategies
Insurance Expertise
Retirement Planning
Estate Structuring
Client Relationship Management