About us: · We are passionate about helping our clients achieve their financial goals! · Hunter Financial has been helping our clients to achieve their financial goals since 2004. · With over 28 team members, we help our clients get from where they are now, to where they want to be in the future, and we have fun while doing it. · Our commitment to excellence has not gone unnoticed, as evidenced by the numerous awards and accolades we have received in recent years. Philip Smith's recognition as the Count Financial Adviser of the Year in 2023 and 2024 is a testament to the dedication and expertise of our entire team. · We want to grow with you and help you grow. · We want to provide you with autonomy and flexibility so you can do what you do best. Our Values: · We are here to serve our clients. They are at the heart of what we do – the front and centre. · We bring energy and empathy to everything we do. · We like to think 10X. We've got big growth goals, which means we have to think big. · We give flexibility, and we expect accountability. · We’re one team – no solo players. We're in it together. About you: · You are seeking more than a job – you want a career where you can grow and develop. · You love creating an amazing experience and outcomes for clients. · You have a high attention to detail and a passion for organisation. · You bring energy and motivation to your work. · You like autonomy but know that you need your team to hit your goals. · You want to be part of a workplace culture that is committed to growth and innovation. · You love to have fun (because work shouldn’t be boring). · You have a strong commitment to compliance and ethical standards. About the Role: · Build and maintain trust and relationships with clients. Delivering an exceptional client experience. · Conduct your own client appointments and support other Adviser’s in appointments as required. · Support our Advice Team in developing comprehensive financial plans. · Provide tailored, holistic financial advice to new and existing clients. · Work closely with implementation team to ensure efficient implementation of advice. · Maintain precise client records. · Maintain high compliance standards in line with regulatory and internal frameworks. · Complete administrative duties such as file notes, booking appointments, maintaining calendars, answering phone calls, preparing reports and other tasks as required. · Liaise with third parties including accountants and/or lawyers for comprehensive client service. · Flexibility regarding hours and the option to work from home can be discussed. Qualifications and Experience: · Strong technical skills in holistic strategic financial advice. · FASEA Compliant. This role is an exciting opportunity for you to make your mark and help us make a real difference in our client’s lives. Apply now by submitting your cover letter and resume. If you want to talk more about the role or have any questions, email careers@hunterfinancial.com.au We encourage you to explore our website to learn more about the business: www.hunterfinancial.com.au
