A premium, self-licensed financial services firm in the Newcastle is looking for a Financial Adviser to take over an established portfolio of approximately 50 clients.
This role focuses entirely on advice quality and relationship management. You will be backed by a full internal support team, including investment, compliance, paraplanning, and administration specialists.
The Role
- Portfolio Management: Act as the primary adviser for 50 clients, managing all regular reviews and touchpoints.
- Strategy & Advice: Deliver holistic advice across superannuation, retirement, SMSFs, trusts, and tax-aware strategies.
- Portfolio Oversight: Collaborate with the internal investment team to manage direct equities, managed funds, and platform investing.
- Compliance: Maintain high standards of record-keeping, file notes, and KYC data within a self-licensed framework.
- Collaboration: Partner with internal paraplanners to deliver high-quality SOAs/ROAs.
financial adviser | existing portfolio employer: HR Partners
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