Senior Financial Advisor

at  Matthews Steer Chartered Accountants

Are you looking for a career path to Partner level?
Come and join our progressive Melbourne accounting and wealth advisory firm where you’re treated as ‘more than just a number’. We’re recruiting a talented Senior Financial Advisor who has a track record of managing a client portfolio. Ideally, you will bring a $400k+ client portfolio to manage with the support of a well-established team. The successful candidate will enjoy a streamlined interview process for an immediate start, an attractive joining bonus, and a career path to Partner.

QUALIFICATIONS AND REQUIREMENTS

• Strong knowledge of financial planning, investment strategies and related concepts.
• Bachelor’s degree in Business or Commerce (Finance/Accounting) or related degree with a Finance or Financial Planning major.
• Qualified Financial Advisor and experienced hands-on client manager.
• Business development experience and a proven ability to manage and grow a client portfolio effectively.
• FASEA qualified with 6 years+ Financial Advisor experience.
• Relationship-driven leader dedicated to building the capability of your colleagues and championing their success
• Excellent communicator and comfortable engaging with clients and colleagues at all levels.

You will be responsible for placing your clients’ personal goals and financial security at the heart of every investment strategy you formulate. As a collaborative team player, you will enthusiastically work with colleagues across the business to identify opportunities and improve processes.

• Manage and grow your existing client portfolio, overseeing WIP, workflow, invoicing, and delegation to junior team members.
• Build and nurture client relationships by understanding client needs and providing proactive advice and tailored guidance.
• Take ownership of technical responsibilities, including the timely and accurate preparation of SoAs, RoAs, and SoPs, and leverage tools such as XPLAN to ensure seamless implementation.
• Work in accordance with compliance guidelines to deliver outcomes and solutions for our clients.
• Provide on-the-job training and empower team members to grow and excel.

Ready to make your next big career move?
Apply now