Financial Adviser (Bundall)

About Us: Join our energetic and expanding team at Savant Private, a leader in wealth management services. We are committed to nurturing talent and providing our advisers with the tools and support needed to excel. As part of our team, you’ll have the opportunity to work with over 2,000 existing clients, providing personalized financial advice and contributing to their financial success. Position Overview: We are seeking a dedicated Financial Adviser to join our team. This role is perfect for a relatively new adviser who is looking to expand their skills and be mentored by an experienced team. You will play a key role in advising clients, particularly in areas related to Managed Discretionary Accounts, Self-Managed Super Funds (SMSF) and Retirement Planning. Why Join Us?
- Career Growth: Be part of an expansion phase with opportunities to learn more complex areas of advice and advance your career.
- Collaborative Environment: Work alongside our accountants, solicitors, investment managers, and client services teams.
- Professional Development: Access to ongoing training and career advancement opportunities.
- Supportive Culture: Join a team where long-term career building is encouraged and celebrated. Key Responsibilities:
- Provide expert advice to our existing client base, focusing on managed accounts, SMSF, TTR, and account-based pensions.
- Learn more about complex retirement strategies and progress to providing this advice to our client base.
- Collaborate with paraplanners, accountants, and the investment team to implement effective strategies.
- Ensure compliance with industry regulations and maintain high standards for client records and CRM usage. Qualifications and Experience:
- Fully qualified and ASIC-compliant Financial Adviser (post-1 January 2026 standards).
- Expertise in SMSF, TTR, and account-based pensions well regarded.
- Experience with Managed Discretionary Accounts.
- Proficiency in CRM systems such as Salesforce and XPlan is preferred. Application Process: Interested candidates are encouraged to apply by submitting their resume and a cover letter. Please include answers to the following questions:
- What best describes your right to work in Australia?
- How many years of experience do you have as a financial adviser?
- What is your expected annual base salary? The Benefits:
- Competitive salary: $120k–$150k + Super
- Career growth opportunities across the business
- Collaborative, supportive team culture
- Flexible work arrangements Apply on Kit Job: kitjobau.com/job/3rhbrm