Senior Financial Advisor
- Provide tailored financial advice and strategies to clients.
- Build and maintain strong, long-term client relationships.
- Collaborate with internal teams to deliver comprehensive solutions.
- Great team culture
- Supportive and collaborative team environment
- Strong community focus
Are you an experienced, client-focused professional looking to build a long-term career with a company that genuinely cares for and supports its team?
Davies Stewart is partnering with Assured Business and Wealth Advisors to recruit a dedicated full-time Senior Financial Adviser for their established Morphett Vale office in South Australia. This is an exceptional permanent employment opportunity for a high-calibre candidate to take over an established client portfolio within a highly valued, collaborative environment that offers fantastic perks (including 5 weeks of annual leave, birthday leave, and a $1,500 wellbeing and lifestyle benefit upon passing probation!).
About Assured Business and Wealth Advisors
Established in 1992, Assured Business and Wealth Advisors is a respected South Australian professional services firm with over 30 years of trusted relationships. They pride themselves on building long-term connections based on trust, professionalism, and personalised service, backed by expert divisions in accounting, taxation, lending, and business advisory. Known for a great team culture, a strong community focus, and a deeply supportive environment, they are committed to helping both their clients and staff thrive.
The Role
Working within an integrated professional services firm, you will provide tailored financial advice and strategies that help clients achieve their financial and lifestyle goals. Best of all, you will enjoy dedicated paraplanning and admin support so you can focus on building relationships rather than cold prospecting. Core responsibilities include:
- Client Strategy & Advice: Developing and managing comprehensive financial plans, covering investment strategies, superannuation, insurance, and retirement planning.
- Relationship Management: Building and maintaining strong, long-term client relationships through regular communication and annual review meetings.
- Holistic Collaboration: Working closely with internal Accounting, Tax, Lending, and Business Advisory teams to deliver seamless, comprehensive solutions.
- Compliance & Currency: Staying up to date with legislation, regulations, and industry best practices to ensure contemporary, compliant advice.
What You Bring
To be successful in this vital job, you will possess:
- Full qualification and ASIC-compliant status as a Financial Adviser meeting current industry standards, including a Graduate Diploma in Financial Planning or equivalent.
- Minimum 3 years of experience providing holistic financial advice to retail clients.
- A proven track record of building strong client relationships and delivering tailored advice.
- Excellent communication skills, with the ability to explain complex concepts clearly and practically.
- Australian citizenship or permanent residency.
Looking for a supportive workplace where your expertise is truly valued? We want to hear from you.
Apply Now
To register your interest, please forward your current resume and cover letter via the application link.
Your confidential application will be acknowledged by email and shortlisted applicants will be contacted by phone from the Davies Stewart team.
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To stay up to date with this role and other positions available through Davies Stewart please visit our website and social platforms or contact our friendly and experienced team.
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