xy+

Experienced Adviser – WE ARE STILL LOOKING FOR YOU!

Experienced Adviser – WE ARE STILL LOOKING FOR YOU!

A&B Financial Planning (Temora NSW)

or

Remote

|

JOB OVERVIEW

The Role / Benefits
- This is the ideal opportunity for those looking for something different. Working in Temora’s rural setting is the alternative to working in the CBD, where business and life is a constant rush!
- You will be ideal for this role if you have strong experience providing goals-based advice, working with accumulators, SMSF's Trusts, Retirement and Succession Plan strategies, and investment advice.
- The role focuses on client-facing with full back-office support provided via our in-house paraplanners and CSO's.
- The role includes providing high-quality education and financial planning advice either face to face or via other channels (phone/video); a limited amount of travel will be necessary.
- You will manage reviews and have regular contact with our clients.
- We care deeply about our people and our team; Our inclusive culture encourages and empowers all of us to belong. Flexibility is part of this culture. Specifically, we believe in having a work/life balance. Over-time or extended hours is not expected.
- Growth and progression available – there may be the opportunity to buy equity in the business for the right person.
- Salary dependent on experience – ranging up to $110,000 p.a. plus super.
***We will consider a senior adviser not proceeding with extra education requirements required before 1 January 2026.
***Full-time is preferred, however we may consider a part-time or contract role and/or could be some opportunity to work remotely.

This is not just a job.
We are offering a career and lifestyle for you and your family! Go on… consider a country change!
The Lifestyle - Set in Regional NSW is the beautiful town of Temora (1hr north of Wagga Wagga). An idyllic place where you and your family will grow and thrive.
- Great schools, both public and private.
- Numerous sporting clubs / hospital / modern medical centre.
- Numerous eateries, coffee shops and hairdressers.
- Lake Centenary (and walking track) fishing, boating, skiing and swimming.
- The town pool, Olympic sized / water slide / splash park / heated therapy pool.
- Temora Aviation Museum / Rural Museum / Skate Park / Platform Y (Youth centre and community hub for the under 25’s).
- Town Hall Movie Theatre / State Parks nearby / driving distance to Murrumbidgee River.
- Temora is a main travel junction. Smack bang between Sydney and Melbourne, and a main route from Melbourne to Brisbane / 2.5hrs drive from Canberra.
https://www.temora.nsw.gov.au/Home
https://www.countrychange.com.au/2019/03/20/temora-small-town-big-heart/

ABOUT US

We are a rural Financial Planning practice that supports the local community with a strong focus on family and small business. Our mission is to help our clients build long term financial success by delivering exceptional client service and quality financial advice. With a staff of eight, including three authorised financial planners, our size allows us to be completely client focused. We are committed to our strong customer service record and are able to deliver a broad service offering. We are licensed through an independent AFSL and have an extensive range of platforms and investments available for superannuation, investment and insurance-related business. We are passionate about providing excellent service to our clients. It brings them peace of mind that only comes from dealing with the best.

REQUIREMENTS

- You must be an Authorised Representative, registered as an existing adviser on the ASIC Financial Advice Register.
- You must have passed the FASEA National Adviser Exam.
- You will have completed an approved FASEA qualification or working towards completion.
- Significant and demonstratable experience in providing financial advice / comprehensive goals-based advice.
- Strong proficiency with superannuation and retirement strategies.
- 5 years + as a Financial Adviser.
- Experience dealing with new and existing clients.
- Experience providing holistic advice.
- Client-focussed, always putting the client first.
- Strong compliance and understanding of industry regulations.

Expected

- Strong communication and presentation skills.
- Strong compliance history.

Preferred

- Experience using XPLAN.
- Registered SMSF adviser.