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Senior Financial Adviser

Details of the offer

Full timeSalary structure to recognise your experienceThis fantastic role is based in Toowoomba, with relocation incentives available. To learn more about your new home, follow the link at the bottom of this ad.About us:GTH is known for being the firm who offers sound and thorough financial support to our clients, bringing long-term security and peace of mind.Despite constant external change, our core value remains consistent – to provide exceptional comprehensive service specific to each client, whether we're helping individuals, small businesses, primary producers or large-scale enterprises. Our business growth stems from referrals from clients, banks and law firms. Internally, we are a team with a growth mindset constantly aware of what financial Advice means in an evolving world.Operating since 2004, our team enjoy the stability of our traditions accompanied by a culture of bringing a solutions focussed mindset to all we do. While we are well established, we are a growing firm – not just in size or client base – but in our mindset of what Financial Advice means.The Opportunity:In this role, you will be responsible for managing client portfolios, providing life insurance and Superannuation solutions, structuring succession plans, advising on Self-Managed Super Funds (SMSF), and guiding clients through wealth and retirement planning. You will have sign off approval on advice documents and ensure the paraplanning and administrative team have all necessary information to model/analysis, prepare and implement the approved financial strategies.Our client base is largely made up of SME businesses with head offices based in regional QLD or northern NSW, joining our team as a Senior Adviser will see you working autonomously to build and maintain long term relationships with your clients and supporting them through their changing needs, ensuring that advice remains consistent with their goals, risk profile and scope.About You:We are looking for an experienced, Authorised Adviser who sees the humanity in their clients and creates plans that are tailored to their needs. To succeed in our team you will share our commitment to solutions and bring a growth mindset to all you do.In addition to this, you will be…FASEA compliantHave significant experience providing holistic advice to a diverse client baseSMSF Accredited (highly regarded)Xplan proficient (highly regarded)Competitive salary structureFlexible working arrangementsOngoing professional development and training opportunitiesA collaborative and supportive team cultureAccess to cutting-edge tools and resources to serve your clients and run your day effectivelyAbout ToowoombaToowoomba is uniquely positioned. Geographically it sits within 1.5hrs of Brisbane and as a home for business, is the epicentre of many Agricultural, Health, Education, Professional Services, Construction, Manufacturing and Transport organisations.This is a region that affords you the luxury of true work life balance, with diverse and interesting client work as well as living amongst award winning parks and gardens that the whole family can enjoy. With many of South East QLD's wineries and tourist attractions a short distance away, this is a region that is fast becoming a fantastic choice for professionals wanting to get away from the rat race.Interested in making the move? Learn more about your new home here: https://www.livetoowoomba.com.au/If you're passionate about helping clients achieve their financial goals and meet the qualifications outlined above, we'd love to hear from you! Please submit your resume or contact Stephanie on 0413 631 231 for a confidential discussion.
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Nominal Salary: To be agreed

Source: Whatjobs_Ppc

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