Now Hiring – Financial Advisers

Who we are:

Financial Planning Services ProductReview.com.au – 2022 Winner (1000+ Five Star Reviews and Counting!)

Superannuation Advice Australia is a well-established Advisory Firm, with our offices located in the heart of Brisbane City and across from the beaches of Gold Coast. We offer an opportunity to join an attentive, full-service team of experienced planners, whose real-world experience and knowledge works seamlessly to deliver best-in-practice financial outcomes to meet our clients’ goal-based objectives. 

With many everyday Australians concerned about their finances, our primary focus is to provide certainty and clarity to our clients. At SAA, we believe in the power of quality financial advice and only employ talented specialists, to ensure our clients receive the best possible service.

The role:

Due to experiencing high business growth, we are seeking Financial Advisers for both Brisbane and Gold Coast offices, to assist and support our on-going client-centric service model, at the highest level. Our business model allows advisers to focus on providing quality advice, with professional support staff assisting with compliance and the paperwork side of things.

Key responsibilities will include:

– Providing phone-based advice, allowing our clients to access the benefits of our services from the comfort of their own home and with minimal interruption to their day

– Responsible for reviewing and providing financial advice to clients which have been with us for at least 12 months, with a focus on superannuation, insurance and retirement planning

– Completing annual reviews with clients, including discussion on the performance of their recommended superannuation fund, a review of their personal insurances, ensuring their investment portfolio matches their risk profile and providing information regarding retirement planning as required

– Ensuring Statement of Advice documents being sent to clients are compliant and contain up to date information relevant to the client

– Managing new client portfolios and building new client relationships

– Providing ad hoc advice on superannuation, insurances; estate and retirement planning

The successful applicant:

– Approved qualification

– Highly professional, excellent oral and written communication skills

– High attention to detail, supported by a solid technical background

– Provide outstanding service while building rapport with clients

– Committed and dedicated to our clients and thrive to help them achieve their financial goals.

– Knowledge of retirement planning and insurance

What’s in it for you:

– Competitive base salary + bonuses, plus superannuation

– Excellent office locations

– Flexible work arrangements, including the opportunity to work a 4 day week

– Opportunity to work as part of a highly regarded team in a collaborative environment

– Extensive resources, support and training

– Modern workplace, which embraces technology

– Opportunity for growth, learning and development

– Free dinner meals, gym discounts, break out rooms with pool tables, work social events etc.

If you are seeking a new challenge where your performance and contribution is valued, and you are motivated by the opportunity of being part of a growing business, we want to meet you!

Please send your resume and cover letter to jobs@superadviceaustralia.com

If you would like to learn more about us and the position, please contact HR on 1300 471 314