Financial Adviser

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Financial Adviser

Kaizen Recruitment | Perth, WA, 6001, AU

Posted 18 days ago

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Description

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About the Company

Our client is a recognised industry leader in the financial planning industry, having been honoured three times as the FAAA’s Professional Practice of the Year and consistently ranked among Australia’s best places to work. Guided by the philosophy that great outcomes begin with great people, they nurture an environment where passion, purpose, and wellbeing fuel every step forward.

About the Company

Our client is a recognised industry leader in the financial planning industry, having been honoured three times as the FAAA’s Professional Practice of the Year and consistently ranked among Australia’s best places to work. Guided by the philosophy that great outcomes begin with great people, they nurture an environment where passion, purpose, and wellbeing fuel every step forward.

This is an exciting opportunity for talented professionals who are seeking to advance their careers in financial planning while contributing to a values-driven organisation committed to excellence.

Key Responsibilities

  • Assist Senior Wealth Advisers and Principals in managing client relationships and preparing for meetings;
  • Respond to client enquiries and provide timely updates on financial matters;
  • Help onboard new clients by gathering financial data and documentation;
  • Adhere to compliance requirements, including writing and assisting in the preparation of advice documents;
  • Attend industry events, workshops, and seminars to stay at the forefront of financial planning trends, practices, and regulations.
Qualifications, Skills & Experience
  • 0-3 post completing professional year and Financial Adviser Exam.
  • Listed on the Financial Adviser Register (FAR) and authorised to provide personal financial advice;
  • Experience working with high-net-worth clients is ideal;
  • Approved Bachelor's Degree or higher;
  • Robust understanding of investment platforms, superannuation funds, tax, estate planning, and complex entity structures;
  • In-depth knowledge of financial markets and investment principles.
If you are interested in learning more about this position, please contact:

Simon Gvalda - |
Riley Thompson - |

Seniority level

  • Seniority level

    Associate

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance

  • Industries

    Staffing and Recruiting

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