Financial Adviser

About the Role
We are recruiting for a Financial Adviser to join a growing financial planning business based in Armidale, NSW. This is a unique opportunity to work with a well-established firm that delivers holistic financial advice to a diverse client base, with a particular focus on the agricultural sector.

You’ll step into a role with an existing client base, while also building relationships with new clients referred through multiple offices across the business. This position offers the chance to make a real impact, working alongside a highly experienced adviser and partner, to provide tailored financial solutions.

About the Business
With six offices across regional and metropolitan areas, this firm has a strong presence in the financial services sector, offering a wide range of solutions. This busines takes a highly personalised approach to advice, with a particular focus on farmers and the agricultural community.

The Armidale office is a vibrant and supportive environment, where you will work with a team of professionals and have access to remote client support and paraplanning resources.

Key Responsibilities

• Deliver holistic financial advice across SMSF, investments, and insurance.
• Build and maintain strong relationships with clients, particularly within the agricultural sector.
• Collaborate closely with the principal adviser to support client growth and deliver exceptional service.
• Use platforms like Xplan and Worksorted to manage client workflows efficiently.

• Experience as a Financial Adviser or recently completed their Professional Year (PY).
• A strong understanding of SMSFs, investment advice (using SMAs), and insurance (life, TPD, trauma, and income protection).
• Familiarity with Xplan and other financial platforms like Netwealth or Hub24.
• Exceptional interpersonal and communication skills.
• An understanding of or interest in working with agricultural clients.

• Supportive Team: Join a collaborative, modern office with a strong focus on personal and professional development.
• Flexibility: Flexible work-from-home options considered on a case-by-case basis.
• Generous Leave: Enjoy six weeks of annual leave to support work-life balance.
• Growth Potential: Step into a role with an established client base and opportunities for growth.
• Impactful Work: Work with a firm that values meaningful outcomes for its clients.
• Parking: Plenty of on-site parking for all staff.