Full Time Financial Investment Adviser (Dulwich)

Company: Panda Finance Solution Position Title: Financial Investment Adviser Location: U2/188 Fullarton Road Dulwich SA 5065 Employment Type: Full-time (38 hours per week) Salary: $110,000 per annum + superannuation About the Company Panda Finance Solution is an Adelaide-based financial services and finance brokerage company providing tailored lending, investment and financial solutions to individuals, families, investors and business clients across Australia. Our services include home and investment property finance, commercial lending, asset finance, wealth creation strategies, retirement planning and financial advisory services. We work closely with a broad panel of financial institutions and lenders to assist clients in achieving their financial and investment objectives through personalised and strategic financial advice. Due to continued business growth, we are seeking an experienced and highly motivated Financial Investment Adviser to join our professional team in Adelaide. Key Responsibilities
- Interviewing clients to assess their financial circumstances, income, assets, liabilities, investment objectives, risk tolerance and long-term financial goals.
- Developing comprehensive financial plans and investment strategies tailored to clients' individual financial situations and objectives.
- Advising clients on wealth creation, investment opportunities, portfolio diversification, asset allocation and long-term financial growth strategies.
- Providing advice on investment products, managed funds, shares, bonds, fixed-interest investments and other approved financial instruments.
- Monitoring investment performance and reviewing financial plans regularly to ensure strategies remain aligned with clients' objectives and changing market conditions.
- Advising clients on retirement planning, superannuation strategies, wealth preservation and estate planning considerations.
- Assisting clients in meeting superannuation compliance requirements and understanding available retirement income options.
- Analysing clients' borrowing capacity and financial position to recommend suitable mortgage, home loan, investment loan, refinancing and commercial lending solutions.
- Assessing loan structures and funding options to support clients' investment strategies, property acquisition plans and business growth objectives.
- Advising clients on sources of funds, financing arrangements, debt management strategies and the financial implications of borrowing decisions.
- Liaising with banks, lenders, financial institutions and other service providers to facilitate the approval and implementation of lending and investment solutions.
- Recommending and arranging appropriate insurance products as part of clients' broader financial and wealth management strategies.
- Collecting, analysing and interpreting financial, accounting and investment information to support financial planning and investment recommendations.
- Preparing financial plans, investment reports, cash flow projections, forecasts, portfolio reviews and other client advisory documentation.
- Maintaining detailed client records, file notes and compliance documentation in accordance with regulatory requirements and company policies.
- Building and maintaining long-term client relationships through the provision of qualified, ethical and high-quality financial advisory services.
- Keeping abreast of developments in financial markets, investment products, lending regulations and industry trends to provide informed advice to clients.
- Participating in ongoing professional development activities and ensuring compliance with relevant financial serv Qualifications and Experience
- Bachelor degree or higher qualification in Finance, Financial Planning, Commerce, Accounting, Economics, Business or a related discipline. Australian tertiary qualifications are preferred.
- Minimum three (3) years of relevant full-time experience as a Financial Investment Adviser, Financial Planner, Wealth Adviser, Investment Consultant or closely related role.
- Demonstrated experience in preparing financial plans, investment strategies and wealth management solutions.
- Excellent analytical, communication and interpersonal skills.
- Strong report writing, financial analysis and client relationship management skills.
- Ability to work independently while maintaining high professional and ethical standards. How to apply: Applications open on 29 May 2026 and close on 28 June 2026 Please send your CV to . Please include the job role title in your email. Apply on Kit Job: kitjobau.com/job/3qylcn