Financial Adviser Opportunity

Have you had more referrals than you can handle?
Do you enjoy total, dedicated support?
Extensive range of product and services appeal to you?

If you are from South Australia, you probably know about Bernie Lewis.

You probably know they 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, they 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 their clients to provide the most appropriate financial strategy.

They are now looking at further building on the success of their Financial Solutions division by appointing an additional senior Financial Advisor who will share in their values and be valued by a diversified, growing and long term client base that they will be provided with.

Reporting to the Managing Director, this newly created role will work closely with other Advisers, 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 people's lives.

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

You will be given autonomy to exceed expectations based on realistic performance indicators, 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 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

If you are an Adviser looking to apply your experience, have minimally completed your Advance Diploma in Financial Planning, are RG146 compliant and prefer to positively contribute to the financial well-being of South Australians, this opportunity will most likely 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 at antero HR on 0427 601 517. View this position on seek