Financial Adviser
vor 11 Stunden
About BNR Financial Services BNR Financial Services is a boutique, privately owned advice firm based in Berwick. We combine institutional-grade expertise with a warm, relationship-driven approach, delivering holistic advice that genuinely improves our clients’ financial lives. Every decision is guided by care, integrity, and long-term outcomes, not products. With strong referral momentum, consistent new enquiries, and a growing client base, we are expanding our team. About the Role We’re seeking an experienced Financial Adviser to join our collaborative, client-first practice. You’ll work directly with the two directors, playing a key role in onboarding new clients and managing ongoing relationships. This is a rare opportunity to join a boutique firm where your voice matters and your work has genuine impact. You will lead clients through BNR’s structured advice process, provide tailored recommendations across superannuation, investments, retirement, insurance and cash-flow, and uphold the highest ethical and compliance standards. You’ll be supported by paraplanning and admin so you can focus on what you do best - advising and developing meaningful client relationships. Key Responsibilities Deliver holistic financial advice aligned with client goals and best-interest principles. Guide prospects through BNR’s two-meeting advice process. Prepare and present Statements of Advice with clarity and professionalism. Maintain compliance with Essential Financial Planning Australia standards. Build confidence and trust through education, communication, and proactive care. Contribute to continual improvements in client experience, process, and service delivery. About You Degree-qualified and compliant with 2026 FASEA educational requirements. Minimum 3 years of client-facing advice experience (5+ preferred). Strong technical capability across superannuation, investments and insurance. Skilled Xplan user, confident managing advice end-to-end. Empathetic communicator who enjoys simplifying complexity. Ethical, self-motivated, collaborative, and genuinely client-focused. Why Join BNR? Purpose-driven work that improves clients’ long-term financial wellbeing. Clear growth pathway, including future equity opportunities. Balanced environment - Berwick office with hybrid flexibility once trained. Paraplanning and admin support to optimise your client time. How to Apply Submit your CV and a short cover letter explaining how your advice philosophy aligns with BNR’s client-first approach. All applications are treated confidentially. #J-18808-Ljbffr
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