Financial Adviser Opportunity

  • Do you want qualified referrals, as many as you can handle?
  • Do you want dedicated admin support?
  • Do you believe in putting your clients first?

If you are from South Australia, you probably know about Bernie Lewis, one of the best known financial services brands in South Australia.

You probably know we are a multiple award winning firm with an Adelaide head office that is synonymous with professionalism and a “Client First” approach.

You probably also know that when anyone thinks about a home loan, they invariably think of Bernie Lewis. After all, we have been a mainstay of the mortgage lending and financial services industry in South Australia for 30 years.

However, what some people don’t know is that besides home loans, Berne Lewis has a successful Financial Solutions division comprised of Financial Advisers and a team of support staff that work closely with our clients to provide the most appropriate financial strategy.

We are now looking at further building on the success of our Financial Solutions Division by appointing an additional Financial Planner who will share in our values and be valued by a diversified, growing and long term client base that we have built and continue to grow.

Reporting to the Managing Director, this newly created role will work closely with other Financial Planners and Client Services staff and will benefit from a very strong referral network of satisfied clients, leaving you to do what you do best - add value to and help create, long term financial security to our client’s lives.

The successful applicant will be required to apply their client focused approach to providing the best solution, drawing from an extensive suite of products and services that may be most suitable for a range of incomes and circumstances, so as to genuinely help them to achieve financial security.

You will be given autonomy to exceed expectations based on realistic performance targets, and be provided with full support to achieve your objectives that includes

  • Full administration support from a team of Client Service Officers
  • The opportunity to partly work from other Bernie Lewis branch offices
  • Genuine, pre-positioned referrals that literally fall in your lap. Uncapped and untapped growth potential.
  • Diversified clients that includes those that may become high net worth, as well as those that are already.

If you are a Planner looking to apply your experience, have minimally completed your Advanced Diploma in Financial Planning, are RG146 compliant, TPB certified, have at least two years experience as an Adviser and prefer to positively contribute to the financial well-being of South Australians, this opportunity will definitely be of interest.

A full range of benefits are provided with this role including a highly competitive base salary, an incentive program, and professional development expenses, along with a host of other benefits.

For a confidential discussion please contact Michael Murphy on 0427 601 517 or send us your resume and cover letter expressing your interest and we will be in touch.