Description

About the role

We are seeking an experienced Financial Adviser to provide outstanding service and high quality, tailored advice in partnership with accountants and other professionals. This role is to support our continued growth, with an emphasis on strengthening client relationships and supporting great client outcomes. You will be part of a professional, high performing advice team, working alongside skilled Associate advisers and an experienced 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 service; and
Contribute to the growth and success of a professional, high performing advice team by utilizing your expertise and skills in partnerships 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
Hybrid working arrangement
Being part of a diverse, impactful and inclusive professional environment
 

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 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 organizations 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 accumulators through to retirees and business owners who need a holistic professional services firm for their advice needs. Based in Melbourne’s CBD, we are growing our presence in Sydney where we're partnering with leading Wealth and Accounting firms to help 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.