Financial Adviser | Strategic Holistic Advice | Norwood Are you a seasoned Financial Adviser looking to step into a role where you can focus on advice delivery and client relationships without the burden of cold prospecting? Davies Stewart is partnering with a highly regarded financial planning practice in Norwood to find an experienced candidate for this pivotal employment opportunity. About the Role This full-time job is based in the heart of Norwood and offers the perfect balance of stability and growth. You will be joining an established firm with a strong referral stream and a consistent flow of new client leads, ensuring you hit the ground running from day one. As a Financial Adviser, you will be the primary source of holistic, compliant advice, supported by a dedicated paraplanning and client service team. This allows you to do what you do best: add genuine value to your clients' financial lives. If you are a professional who values a client-first approach and high standards of compliance, this is the ideal role for you. Key Responsibilities will include: Advice Delivery: Delivering strategic, holistic financial advice across superannuation, investments, retirement planning, personal insurance, and wealth strategies. Portfolio Management: Growing a client portfolio through an existing referral stream and converting high-quality leads provided by the business. Client Engagement: Conducting meaningful client meetings, reviews, and strategy discussions to ensure long-term financial success. Strategy & Compliance: Reviewing SoAs and RoAs while maintaining the highest standards of professional and ethical conduct. Leadership Support: Working closely with the Director on advice strategy and business growth, including mentoring junior advisers where required. What You'll Bring Experience: 5 years’ experience as a Financial Adviser within the Australian market. Compliance: Full FASEA/ASIC compliant qualifications and current adviser registration. Technical Knowledge: Deep expertise in superannuation, investments, and retirement planning. Experience with complex structures (Trusts, Companies, and SMSFs) is highly advantageous. Relationship Skills: A proven ability to build and maintain strong, trust-based relationships with a diverse range of clients. Mindset: A professional, ethical, and client-centric approach to financial planning. The Benefits: Competitive Package: A strong base salary plus a performance-based bonus structure. Warm Lead Flow: All new advice leads are provided through established business networks—no cold prospecting required. Full Administrative Support: Back-end support from a dedicated paraplanning and admin team, allowing you to focus on the "front-end" of advice. Growth & Culture: Direct access to leadership, professional development (CPD) support, and flexible work arrangements where appropriate. If you are a highly capable and motivated candidate ready to advance your career within a thriving South Australian practice, we encourage your immediate application. Apply Now To register your interest, please forward your current resume and cover letter via the application link. Your confidential application will be acknowledged by email and shortlisted applicants will be contacted by phone from the Davies Stewart team. For a confidential conversation please contact our office | 08 8232 8008 To stay up to date with this role and other positions available through Davies Stewart, please visit our website and social platforms or contact our friendly team. P | 08 8232 8008 E | info@daviesstewart.com Follow Us LinkedIn: daviesstewart Facebook: DaviesStewartRecruitment Instagram: DaviesStewartRecruitment
