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Jobs Search
Start Date
Immediate
Expiry Date
05 Dec, 25
Salary
0.0
Posted On
06 Sep, 25
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Good communication skills
Industry
Financial Services
Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning, lending, and implementation teams work together to ensure the adviser’s time is spent where it matters most.
As a Senior Financial Adviser, you will be responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients. The scope of advice may include:
Your client meetings will take place primarily in the office or via video, with occasional off-site meetings as required. You will be supported by a dedicated Associate Adviser and the broader teams, including Review Booking, Paraplanning, and Client Service & Implementation (CSI), ensuring you can focus on client relationships and strategic advice.
Responsibilities:
Success in this role looks like:
This is a business where you are very set up success but you’ll need to bring a strong level of personal values and desire to add real value to your clients. The firm vales loyalty and will provide a very healthy and welcoming environment to work and excel in.
If this is an opportunity of interest, please contact John Molony (john@bkcon.com.au).
As a Senior Financial Adviser, you will be responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients. The scope of advice may include:
Responsibilities:
Success in this role looks like: