Australia

Financial Adviser (Morphett Vale)

Financial Adviser (Morphett Vale)
Description
About the role Assured Business and Wealth Advisors Pty Ltd is seeking an experienced financial adviser to join our team in Morphett Vale, South Australia. This is a full-time role where you will be responsible for providing tailored financial advice and services to our valued clients. What you'll be doing
- Developing and managing comprehensive financial plans for clients, including investment strategies, superannuation, insurance, and retirement planning
- Analysing client financial situations and recommending appropriate products and services to meet their unique goals and needs
- Building and maintaining solid relationships with clients through regular communication and review meetings
- Staying up-to-date with changes in legislation, regulations, and industry best practices to ensure clients receive compliant and cutting-edge advice
- Collaborating with the wider Assured Business and Wealth Advisors team to deliver exceptional client service, including our internal paraplanner What we're looking for
- Fully qualified and ASIC-compliant Financial Adviser (post-1 January 2026 standards)
- Minimum 3 years' experience as a financial adviser
- Demonstrated track record of providing tailored financial advice to a diverse client base
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in simple terms
- Strong analytical and problem-solving skills
- Commitment to ongoing professional development and keeping up with industry changes
- Ability to work closely within a team to bring optimal outcomes for clients
- Must be an Australian citizen or permanent resident What we offer At Assured Business and Wealth Advisors, we are committed to supporting our employees' professional and personal growth. You'll enjoy a competitive salary, ongoing training and development opportunities, and a collaborative, friendly work environment. About us Established in 1992, Assured Business and Wealth Advisors is a leading financial planning firm in South Australia. We pride ourselves on our personalised approach to financial advice, and our mission is to help our clients achieve their financial goals and live their best lives. With a team of experienced and qualified advisers, we are committed to providing exceptional service and delivering tailored solutions for our clients. If you're ready to take the next step in your financial planning career, we'd love to hear from you. Apply now to be considered for this exciting opportunity. Apply on Kit Job: kitjobau.com/job/3rm4ip
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