At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Reputable financial advisory firm focused on client success.
- Benefits: Competitive salary, ongoing professional development, and a supportive team environment.
- Other info: Opportunity for career advancement and to work with a dynamic team.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Must meet FASEA requirements and have prior experience as a Financial Adviser.
The predicted salary is between 71100 - 86900 $ per year.
Reports to Head of Advice
Qualifications & Experience Essential
- Meets FASEA education requirements or holds a valid exemption.
- Completed the Financial Adviser Exam.
- An approved Bachelor's degree or higher, such as a Bachelor degree in Accounting and Financial Planning, or Bachelor degree in Financial Planning or a Master of Financial Planning Eligible as an Authorised Representative under an AFSL.
- Accredited to advise on financial products and services.
- Prior experience as a Financial Adviser.
Desirable
- Postgraduate qualifications
- Specialist accreditations
- Job Purpose
- Client Service
- Provide accurate, timely financial advice to existing clients while maintaining up-to-date knowledge through ongoing professional development.
- Ensure all client records and administrative tasks comply with business policies and regulatory requirements.
- Business Development
- Support the firm’s growth by attracting new clients in line with agreed strategic and marketing objectives.
Key Responsibilities Client Engagement
- Build strong client relationships and understand their financial goals.
- Deliver tailored advice and financial plans, involving specialists as needed.
- Act as a key contact and trusted adviser.
- Respond promptly and accurately to client enquiries.
- Support the client service team to ensure timely, compliant advice delivery.
- Advice & Compliance
- Complete adviser responsibilities to a high standard and within deadlines.
- Adhere to AFSL policies, regulatory requirements, and compliance obligations.
- Review and guide advice research, modelling, and analysis.
- Ensure ongoing service, disclosures, and consents are completed accurately.
- Maintain accurate client records and contribute to process improvements.
- Professional Development & Growth
- Generate referrals through strong client relationships.
- Support client acquisition initiatives as needed.
- Maintain and enhance professional knowledge through ongoing development.
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Senior Financial Adviser in Brisbane employer: Esencia Wealth
As a Financial Adviser with us, you'll thrive in a supportive and dynamic work culture that prioritises professional growth and client satisfaction. We offer ongoing training and development opportunities to enhance your skills, alongside a collaborative environment where your contributions are valued. Located in a vibrant area, our company provides a unique chance to build meaningful relationships with clients while enjoying a balanced work-life experience.
We think you need these skills to ace Senior Financial Adviser in Brisbane
Financial Advising
Client Relationship Management
Regulatory Compliance
Financial Planning
Analytical Skills
Communication Skills
Problem-Solving Skills
