Financial Adviser | HNW Portfolio
- Newcastle
- Full Time
- Established Wealth Business
The Company
A premium, self-licensed financial services firm in the Newcastle is looking for a Financial Adviser to take over an established portfolio of approximately 50 clients.
This role focuses entirely on advice quality and relationship management. You will be backed by a full internal support team, including investment, compliance, paraplanning, and administration specialists.
...The Role
- Portfolio Management: Act as the primary adviser for 50 clients, managing all regular reviews and touchpoints.
- Strategy & Advice: Deliver holistic advice across superannuation, retirement, SMSFs, trusts, and tax-aware strategies.
- Portfolio Oversight: Collaborate with the internal investment team to manage direct equities, managed funds, and platform investing.
- Compliance: Maintain high standards of record-keeping, file notes, and KYC data within a self-licensed framework.
- Collaboration: Partner with internal paraplanners to deliver high-quality SOAs/ROAs.
Your Experience
- Qualifications: FASEA qualified with a minimum of 1 years’ experience as a Financial Adviser.
- Experience: Proven track record managing HNW/wholesale clients, ideally in a boutique or private wealth setting.
- Technical Skills: Deep knowledge of investments, SMSFs, complex trust structures, and tax strategies.
- Systems: Proficiency with Xplan and IPS (Iress Portfolio System) or similar.
- Attributes: High attention to detail, strong business development skills, and the confidence to manage sophisticated stakeholders.
Please submit your resume via the "Apply" button.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
experience
2 years
