Now Hiring – Senior Financial Adviser

Who We Are:
One of Australia’s leading Financial Advisory Firms, Superannuation Advice Australia (SAA) offers an opportunity to lead 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. Currently experiencing high business growth, we are looking for a senior financial adviser, able to manage and support our on-going client-centric service model, at the highest level.

The Role:
– Manage a team of Associate Advisers by providing professional guidance and skilled mentorship
– Manage client portfolios and existing client relationships
– Manage new client portfolios and build new client relationships
– Conduct client reviews and prepare tailored approaches for varying client strategies
– Brief paraplanning teams; liaise with support staff ensuring the successful implementation and outcomes of individualised client policies and goal-based objectives

Ideal Candidate:
– Currently authorised as a financial planner and listed on Financial Adviser Register
– FASEA approved qualifications, CFP qualified, with a minimum of 7 years’ experience as an adviser
– Highly professional, excellent oral and written communication skills
– Superior stakeholder management abilities
– Attention to detail, supported by a solid technical background
– Focused on delivering personalised client service
– Able to thrive in a dynamic and energetic environment

Job Benefits:
– Full-time, flexible role
– Competitive salary package
– Excellent office location
– Modern workplace, which embraces technology
– Opportunity for growth, learning and development
– Friendly team environment
– Extensive resources and support

The application process will include these questions:

– Have you completed or are you enrolled to complete a Masters level qualification in financial planning?
– How would you best describe your financial planning approach and focus?

To apply, please send your resume and cover letter to