Financial Advisors – all levelsPosition SummaryOur client is seeking client-focused Financial Advisors to provide holistic financial planning and wealth management solutions to individuals, families, professionals, and business owners. Advisors will build and maintain long-term client relationships, assess financial needs, develop tailored financial strategies, and support clients in achieving their financial goals.The role offers opportunities across multiple experience levels, from entry-level advisors developing foundational skills to senior advisors managing complex client portfolios and mentoring team members.Key ResponsibilitiesClient Relationship ManagementBuild and maintain trusted, long-term client relationships.Conduct financial needs analyses and risk assessments.Understand clients' financial goals, objectives, and personal circumstances.Deliver ongoing financial planning reviews and recommendations.Provide exceptional client service and support.Financial Planning & AdviceDevelop comprehensive financial plans.Advise clients on:Investment planningRetirement planningRisk and insurance solutionsEstate planningTax-efficient wealth strategiesEducation and savings planningBusiness assurance and succession planningMonitor and review financial strategies regularly.Business DevelopmentGenerate new business opportunities through networking, referrals, and prospecting activities.Build strategic relationships with centres of influence and professional partners.Participate in marketing and client engagement initiatives.Maintain a healthy pipeline of prospective clients.Compliance & GovernanceEnsure all advice and recommendations comply with applicable regulatory requirements.Maintain accurate client records and documentation.Adhere to company policies, ethical standards, and industry best practices.Complete ongoing professional development and compliance training.Portfolio ManagementReview investment performance and suitability.Assist clients with portfolio constru...

Experience Requirements by Level
Junior Financial Advisor
Experience: 0–2 years
Key Focus

• Learn financial planning processes and client engagement.
• Support senior advisors with client servicing and administration.
• Build foundational advisory and business development skills.

Requirements

• Relevant financial qualification.
• RE5 completed or working towards completion (where applicable).
• Strong communication and interpersonal skills.
• Desire to build a career in wealth management.

Financial Advisor
Experience: 2–5 years
Key Focus

• Manage own portfolio of clients.
• Deliver comprehensive financial planning advice.
• Achieve individual sales and business development targets.

Requirements

• Proven advisory experience.
• Relevant industry qualifications.
• Strong relationship-building skills.
• Demonstrated ability to acquire and retain clients.

Senior Financial Advisor
Experience: 5–10+ years
Key Focus

• Manage high-net-worth and complex client relationships.
• Lead sophisticated financial planning engagements.
• Mentor junior advisors.
• Drive business growth initiatives.

Requirements

• Extensive financial planning experience.
• Established client base and referral network preferred.
• Strong technical knowledge across wealth management disciplines.
• Leadership and coaching capability.

Lead Advisor / Wealth Partner
Experience: 10+ years
Key Focus

• Lead strategic client relationships.
• Contribute to business growth and leadership.
• Develop advisor capability and succession planning.
• Influence firm strategy and client experience standards.

Requirements

• Significant wealth management experience.
• Strong commercial acumen.
• Proven leadership track record.
• Established reputation within the industry.

Core Competencies

• Relationship management
• Financial planning expertise
• Client-centric approach
• Business development
• Communication and presentation skills
• Analytical and problem-solving ability
• Integrity and professionalism
• Time management and organisation
• Attention to detail
• Team collaboration

Education & Professional Requirements

• Bachelor's Degree or Diploma in Financial Planning, Finance, Commerce, Economics, or related field.
• Relevant professional designations advantageous (e.g., CFP® or equivalent).
• Regulatory licensing and accreditation as required.
• Continuous professional development participation.

Key Performance Indicators (KPIs)

• New business generated
• Assets under management/advice
• Client retention rates
• Client satisfaction scores
• Financial planning activity levels
• Compliance and audit outcomes
• Referral generation
• Revenue and growth targets