Senior Financial Adviser
vor 2 Wochen
Senior Financial Adviser - Perpetual Wealth ManagementJoin Jacaranda Financial Planning as a Senior Adviser and be part of a trusted team that empowers clients to achieve their financial goals with confidence. In this role, you will:Develop tailored superannuation, retirement, and wealth-building strategies that align with clients' financial objectives.Provide specialised advice on investments, tax-efficient strategies, and maximisation of age pension entitlements.Collaborate with clients to navigate inheritance, trust, and estate planning, ensuring secure financial futures.Conduct detailed financial assessments, optimising clients' investment portfolios to maximise growth potential.Build long-term client relationships, offering ongoing support and straightforward financial guidance.Stay abreast of financial regulations and market changes, ensuring all advice is compliant and beneficial.About YouWe're looking for someone with:A bachelor's degree in finance, Economics, Business, or a related field.A minimum of 5 years' experience in financial planning or advisory roles, specialising in superannuation and retirement planning.Proven expertise in investment strategies, estate planning, and tax-effective approaches.Excellent communication skills, capable of explaining complex financial concepts in clear, accessible language.Strong analytical and problem-solving abilities, with a proactive approach to delivering client-centered solutions.Employee benefitsWork from anywhere in Australia for up to one month each year.An annual allowance to empower you to prioritise your personal wellbeing.Access to LinkedIn learning, study support and commitment to supporting professional development.We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.Diversity and inclusionWGEA Employer of Choice for gender equality since 2018.Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.A growing number of employee-led networks who work to raise awareness and drive continued change.We support over 50 First Nations Communities, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
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