Financial Adviser
Progress your career with Australasia's leading provider of integrated financial advisory & accounting services.
Summary about this job
Financial Planning
Company: Crowe Horwath
Location: Perth
Work type: Full Time
Salary: n\a
Phone: +61-8-5332-7674
Fax: +61-3-9848-2490
E-mail: n\a
Site: n\a
Detail information about job Financial Adviser. Terms and conditions vacancy
The Company
Crowe Horwath in Australasia is the largest provider of accounting, audit, tax, business and financial advice to individuals and small and medium enterprises. From a comprehensive network of over 110 offices located in regional, rural and metropolitan areas, we combine local knowledge with world-class technology to help you on your financial journey.
Our vast geographical footprint and team of over 3,000 principals, professionals and support staff provides you access to expertise across the entire range of financial services, ensuring more than just financial advice.
With affiliations to our global network, Crowe Horwath International is ranked amongst the top 10 global accounting networks, and is known for delivering quality accounting and advisory services in more than 130 countries. We are the relationship that you can count on - large enough to offer a range of expertise and skills - and small enough to provide the personal touch.
The Role
We have a fantastic opportunity available for a Financial Adviser to join our established Perth office on a permanent full-time basis.
This role will provide strategic financial planning and investment advice to a sustainable and profitable portfolio of clients as well as introducing possible alternative efficiencies where it suits the client’s needs. Furthermore, you will generate revenue by winning new clients whilst continuing to service existing relationships to drive loyalty and retention.
Your key deliverables will include:
- Collaborating and communicating with clients to understand their financial objectives
- Providing strategic financial planning and investment advice including asset allocation, investment structures, estate planning, superannuation and retirement planning.
- Servicing, retaining and delivering solutions to meet client needs developing relationships and prospecting new opportunities through your strong business development expertise
- Achieving annual revenue targets
- Maintaining professional relationships with key internal and external stakeholders
- Supervising day-to-day client service advisory activities
Qualifications & Experience
- 5+ years financial planning experience
- Bachelor of Finance or Commerce (or related degree with Finance major)
- CFP qualified
Skills & Knowledge
- Strong relationship and stakeholder management skills
- Strong commercial acumen
- Excellent oral and written communication skills
- Strong analytical skills
- Diplomatic, personable, and professional
- Collaborative team player
This role provides an outstanding opportunity to work as part of a highly regarded team in a collaborative environment. If you are seeking a new challenge where your performance and contribution is valued and you are motivated by the opportunity of being part of a growing business, we want to meet you!
Next Steps:
If this sounds like an exciting opportunity that aligns with your experience and career goals, we want to hear from you. Please submit your Cover Letter and Resume today.
Please note that only successful candidates will be contacted.