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About the Role
Hoxton Wealth is seeking a skilled Financial Advisor to join their Australian team. This role involves servicing existing clients, expanding the client base, and refining holistic financial planning strategies to help clients achieve their financial goals.
Responsibilities
- Maintain and nurture relationships with an existing book of clients, ensuring their financial needs are met with exceptional service and attention to detail.
- Develop and deliver comprehensive financial plans that encompass investments, retirement, insurance, estate planning, and tax strategies tailored to client objectives.
- Identify opportunities to grow the client book by acquiring new clients through referrals, networking, and targeted outreach.
- Work closely with the broader Hoxton Wealth team to integrate holistic planning into existing practices and enhance service offerings.
- Ensure all client interactions and advice comply with regulatory standards and company policies.
- Educate clients on financial planning principles and opportunities, empowering them to make informed decisions.
Requirements
- Minimum 3-5 years of experience as a Financial Advisor, with a proven track record of servicing and growing a client base.
- Must hold a FASEA-approved qualification (e.g. approved bachelor degree or graduate diploma in financial planning) and have passed the ASIC Financial Adviser Exam and completed the Professional Year.
- Alternatively, must satisfy the Experienced Provider Pathway and have passed the ASIC Financial Adviser Exam.
- Registered on ASIC's Financial Adviser Register (FAR).
- Exceptional interpersonal and communication skills, with the ability to explain complex concepts in a clear and relatable manner.
- Strong analytical skills to assess client needs and create tailored solutions.
- A proactive mindset with the ability to manage client relationships and generate new business opportunities.
- A collaborative approach to working within a team to achieve shared goals.
Skills
- Financial Planning
- Client Relationship Management
- Business Development
- Investment Management
- Retirement Planning
- Insurance
- Estate Planning
- Tax Strategy
- Regulatory Compliance
- Client Education
- Interpersonal Skills
- Communication Skills
- Analytical Thinking
- Proactive Mindset
- Teamwork
Location
- Australia
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- FASEA-approved qualification (e.g. approved bachelor degree or graduate diploma in financial planning)
- ASIC Financial Adviser Exam
- Professional Year
Salary/Compensations
- Competitive remuneration package
Benefits
- Supportive team environment
- Professional development opportunities
- Access to ongoing training
- Opportunities to refine skills in holistic financial planning
- Existing client portfolio
- Attractive salary package
- Incentives
- Global presence
- Opportunities for cross-border collaboration
About the Company
- Hoxton Wealth is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions.
- With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.