Financial Advisor at Boardroom Appointments

• A leading financial services organisation is seeking a highly motivated and client-focused Financial Advisor to join its growing private client team.
• This role offers the opportunity to build a successful advisory practice while delivering tailored financial planning and investment solutions to a high-value client base. You will play a key role in guiding clients through their financial journeys, providing expert advice across wealth creation, protection, and long-term planning.

THE ROLE

• You will be responsible for delivering holistic financial advice and building long-term client relationships, while growing a sustainable and high-quality advisory practice.

Key responsibilities include:

• Providing tailored financial advice in line with regulatory requirements and best practice
• Conducting comprehensive financial needs analyses, including risk, retirement, and estate planning
• Developing and implementing personalised financial plans for clients
• Recommending appropriate investment and insurance solutions
• Building and maintaining strong, long-term client relationships
• Conducting regular client reviews and adapting strategies as needs evolve
• Collaborating with internal stakeholders to deliver a seamless client experience
• Identifying and developing new business opportunities
• Maintaining accurate records and documentation of financial advice
• Supporting and mentoring junior team members where required

WHAT WE ARE LOOKING FOR

• We are seeking a driven and professional advisor with strong technical expertise and a passion for delivering exceptional client outcomes.

Key requirements:

• Relevant tertiary qualification (CFP preferred)
• 5–7 years' experience within financial services or financial advisory roles
• Strong understanding of financial planning, investments, and long-term insurance
• Knowledge of income tax and estate planning principles
• Proven ability to build and manage client relationships
• Experience in delivering holistic financial advice
• Strong organisational and time management skills
• Excellent communication and interpersonal skills

WHO YOU ARE

• Client-centric with a strong advisory mindset
• A relationship builder with excellent networking ability
• Commercially aware with a results-driven approach
• Self-motivated and able to work independently
• A team player who contributes to a collaborative environment
• Resilient, adaptable, and comfortable in a dynamic environment