At a Glance
- Tasks: Meet clients, assess their financial goals, and create tailored financial strategies.
- Company: Foundation Wealth Advisers, dedicated to providing personalised financial care.
- Benefits: Full-time role with opportunities for professional growth and client relationship management.
- Other info: Join a supportive team in Hobart, TAS, focused on client success.
- Why this job: Make a real difference in clients' lives through empathetic financial planning.
- Qualifications: Strong financial planning skills and excellent communication abilities required.
The predicted salary is between 82800 - 101200 $ per year.
Company Description
Foundation Wealth Advisers provides personalized, professional financial advice focused on “A Lifetime of Financial Care.” The team supports clients through all life stages, including starting a career, family changes, property purchases, redundancy, retirement, and aged care decisions.
The firm emphasizes empathy, clear communication, and tailored guidance, taking time to understand each client’s unique needs and concerns.
Clients receive thorough, easy-to-understand financial plans designed to reduce stress and build confidence.
Role Description
The Financial Advisor role is a full-time, on-site position based in Hobart, TAS.
The advisor will meet with both new and existing clients to understand their goals, assess their financial situation, and develop comprehensive strategies covering areas such as budgeting, investments and retirement planning.
Day-to-day tasks include preparing and presenting financial plans, reviewing portfolios, conducting product and market research, and ensuring advice aligns with regulatory and compliance requirements.
The role involves ongoing relationship management, regular progress reviews, and clear communication to help clients feel informed and confident in their decisions.
The advisor will collaborate with internal team members and external partners as needed to deliver high-quality, client-focused service.
Qualifications
- Strong skills in Financial Planning and Financial Advisory, with a focus on client-centered, holistic advice.
- Solid understanding of Finance and Investments, including asset allocation, risk profiles, and portfolio review.
- Expertise in Retirement Planning, including superannuation, income streams, and long-term wealth strategies.
- Relevant tertiary qualifications in finance, economics, commerce, or a related field; additional certifications in financial planning are highly regarded.
- Knowledge of regulatory and compliance requirements, with a commitment to ethical and transparent advice.
- Excellent interpersonal, communication, and relationship-building skills, with the ability to explain complex concepts clearly.
- Strong analytical and problem-solving abilities, attention to detail, and sound judgment in decision‑making.
- Experience in a financial advisory or similar client‑facing role is beneficial, ideally within a planning or wealth management environment.
- #J-18808-Ljbffr
Senior Financial Planner in Hobart employer: Foundation Wealth Advisers
Foundation Wealth Advisers is an exceptional employer that prioritises a supportive and collaborative work culture in the heart of Hobart, TAS. With a strong emphasis on professional development, employees are encouraged to grow their skills in financial planning while making a meaningful impact on clients' lives through tailored financial advice. The firm’s commitment to empathy and clear communication fosters a positive environment where team members can thrive and contribute to a lifetime of financial care for their clients.
Contact Details:
Foundation Wealth Advisers Recruitment Team
