Financial Adviser

vor 2 Wochen

Canberra, Österreich Parker Wealth Holdings Vollzeit

Financial Adviser - Parker Wealth Canberra Are you a client‑focused Financial Adviser looking to take your career to the next level? We are an advisory business that is experiencing strong growth and seeking a person that can make a difference to the financial well‑being of our clients and in our firm. The right candidate being part of our team means that your future is unlimited. We are offering a very attractive salary (based on experience) and bonus system, dedicated support and the potential for you to realise any career aspirations. Client Experience at the Core: At Parker advisers are empowered to build and broaden relationships with existing clients, deeply understand their advice needs and deliver tailored strategies that make a real difference. Delivery Excellence: You’ll manage and nurture client relationships, conduct thorough reviews and ensure advice is both compliant and clearly communicated. Our streamlined processes and support mean you can focus on what matters most. Environment: Work alongside experienced advisers, business managers and support teams. Share insights, participate in business planning and contribute to the firm’s vision in a supportive, forward‑thinking setting. Growth: Maintain and expand your professional competencies with ongoing training, specialist courses and industry‑leading development opportunities. We support your growth and celebrate your development. Duties (but not limited to) Annual Client Review Meetings Advice on strategies around superannuation, tax planning and investment management Presentation of Statements of Advice Responding to client advice queries Working with the client service team to ensure advice is implemented Meeting with prospective clients Ensuring advice is within compliance guidelines Key Responsibilities Retain and grow client relationships through regular reviews and strategic prospects, understand their needs and deliver clear, compliant advice following professional standards. The applicant we are seeking would possess the following RG146 (minimum education standard) Successfully passed the Adviser exam (mandatory for Authorisation) A passion for helping people and providing advice that makes a difference in people’s lives A focus on the best advice without compromise or conflict Experience in tax planning and investment strategies, understanding of TSB, TBC and superannuation strategies for accumulators and retirees Knowledge and experience in advising clients that are part of public sector defined benefit schemes You will be rewarded with Being a key part of the leading advice business in Canberra An opportunity to develop your own client portfolio A documented and agreed career pathway with quarterly check‑ins with our Managing Director An attractive remuneration package (based upon experience) Achievable bonuses for meeting targets The flexibility to work in our newly renovated office in Canberra City A warm, inclusive and collaborative working environment Key Skills Financial Services Financial Models Account Management General Ledger Accounts ERP Payroll External Auditors Customer Relationships Credit Card Financial Statements Business Units Annual Budget Income New Clients Financial Management Required Experience Junior IC Employment Type Full‑Time Experience Years Vacancy 1 #J-18808-Ljbffr

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