Senior Financial Adviser - Accounting PracticeInternational Search Partners – Launceston TAS
Our client is a reputable National Financial Planning & Accountancy Practice with a strong focus on providing a professional and holistic service to their new and existing clients.
Due to continued growth, a new opportunity has been created for a Senior Financial Adviser to work in collaboration with the team of Accountants located across multiple locations, who provide a constant stream of new client referrals.
Working closely alongside the team of Advisers, you will be a self-motivated individual who is passionate about financial planning and helping clients to achieve their financial and lifestyle goals.
In addition, your responsibilities will include:
Provide comprehensive and high-quality advice to clients in an ethical and compliant manner.Conduct client meetings in person and online.Develop comprehensive technical advice individually tailored to your clients' requirements.Actively manage and maintain existing client base.Further grow client portfolio from existing client base and internal referral partners.Work collaboratively as part of a team with Advisers and Accountants.Ability to convert new business relationships.Ensure ongoing training requirements are maintained including CPD Points.To be successful in securing this unique opportunity, we are seeking the following:
Experience in providing comprehensive financial advice to clients.Strong relationship and new business skills, able to work well with Accountants.Strong technical knowledge across all areas of advice including SMSFs.Strong communication and relationship skills.Able to work independently and as part of a team.Completed relevant Tertiary qualification.Benefits include: Existing referral channel.Great team environment.Career path to leadership or Partnership.This is a great opportunity to be part of a successful team within a reputable National brand providing flexibility and autonomy.
You will be well supported administratively and with in-house paraplanning so to allow you time to focus on your clients' needs.
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