Financial Advisor

Nexia Australia & New Zealand

Financial Advisor

The successful candidate will work with the Financial Solutions Team to develop sound financial planning strategies and recommendations for clients. You will support the work of the Nexia Perth Financial Solutions team and be responsible for broad range of tasks.
 
In this role you will:
  • Nurture and build relationships with clients and referral partners
  • Provide a holistic service offering while maintaining professional and ethical approach
  • Undertake detailed research and analysis of insurance, superannuation and investments
  • Review client files to ensure compliance requirements are met
  • Support the implementation of ‘best practice’ systems and processes
  • Build your own client base

You will have:
  • 5-10 years’ experience in the Banking and/or Financial Planning industry
  • Tertiary Qualifications in a related field (accounting, commerce or finance)
  • Close to meeting the education standards required to be FASEA compliant
  • Excellent communication and presentation skills
  • Experience with Financial Planning Advice Software
  • Focused on the wellbeing and outcome of the client
  • Culturally aligned
  • Australian citizen or permanent residency
  • Clear Police Record