Senior Financial Adviser

About the role

We are seeking a Senior Financial Adviser to deliver exceptional, tailored advice within a highly respected Private Wealth firm. This role supports our growth by deepening relationships with High Net Worth clients and driving outstanding client outcomes. You’ll work in a collaborative professional services environment alongside experienced Associate Advisers and a skilled Client Services team to ensure seamless advice delivery.`

Key responsibilities

Reporting to the Head of Private Wealth, the responsibilities of the Financial Adviser role include:

• Provision of strategic, client focused financial advice tailored to individual goals, needs, and circumstances;
• Collaborate with accountants and other referral partners to deliver a seamless client experience and high quality advice outcomes;
• Build and maintain strong, trusted relationships with new and existing clients, focusing on sustainable, long term outcomes;
• Work closely with a team of Associate Advisers and Client services who will support with research, preparation, and implementation ensure efficient service delivery;
• Uphold high standards of compliance and advice quality; and
• Contribute to the growth and success of a professional, high performing advice team by utilizing your expertise and skills in partnering with other advisers and Joint Venture partners.

The Benefits to You

• A competitive salary package including bonus potential and other incentives
• Become part of an established business that continues to grow and invest in its people & partnerships
• Support from an experienced team of paraplanners, associates and client services
• Access to a consistent pipeline of high quality referrals and existing clients
• Hybrid working arrangement
• Clear pathway to Equity participation and growth opportunities

What we’re looking for

• Demonstrated ability to engage well with a diverse range of clients and referral partners
• Strong stakeholder management skills
• Strong technical skills with an excellent understanding of Investments, Retirement Planning and Superannuation (including Self Managed Super Funds)
• Time management and excellent ability to prioritize key tasks
• Experience working with Xplan, as well as Microsoft Word, Excel and Outlook
• Relevant industry qualification including degree in Business, Economics, Finance or Commerce, or a Graduate Diploma of Financial Planning
• Minimum of 3 years industry experience working in a similar role  
• Ability to uphold the organization’s values and standards in professionalism, respect and performance

The Company Background

First Financial is a leading wealth management firm focused on delivering strategic advice for a variety of clients ranging from high income families and retirees through to sophisticated investors and business owners who need a holistic professional services firm for their advice needs. Based in Melbourne’s CBD, we are growing and are looking for new Advisers to support clients meet their goals and objectives with confidence. Our Advisers and Associates are supported by an experienced and talented Operations department, and a team of award-winning investment professionals.