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Posted 16d ago
Senior Financial Advisor
Davies Stewart
Adelaide SA 5000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide tailored financial advice and strategies to clients.
- Build and maintain strong, long-term client relationships.
- Collaborate with internal teams to deliver comprehensive solutions.
+60d ago
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited
Adelaide SA•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
- Collaborate with team members to formulate advice strategies and generate tailored advice documents.
- Lead and coach junior team members while preparing financial calculations and attending client meetings.