October 22, 2024

PKF Perth

Perth

OTHER & FULL TIME

Financial Adviser

Introduction:
Your opportunity – Propel your career

At PKF Perth, we’re a locally owned, globally connected Chartered Accounting and advisory firm, proudly serving the WA business community for over 40 years. As our practice grows, we're excited to welcome a skilled Financial Adviser to join our team. If you're looking for a dynamic, supportive environment where your career can truly thrive, this is the role for you.

Collaborative, supportive environment: You’ll join a team that’s committed to working together and always finding better, more efficient ways to serve our clients.
Steady stream of leads: As part of a larger accounting practice, our network ensures a constant flow of high-quality leads.
No client book required: We don’t expect you to bring a book of clients. But if you have one, we’ll be more than happy to help you service it with the same level of excellence we bring to all our clients.
Dedicated support: You’ll have a dedicated onboarding and implementation team at your side, making sure every client experience is seamless from start to finish.
Desirable client base: You’ll be working with high-net-worth individuals and complex entity structures, offering you both challenges and rewards.
Flexible schedule: Manage your own time in a way that works best for you. We value work-life balance just as much as you do.
Ongoing education: We’ve got you covered when it comes to continuing education, making sure you stay ahead of the curve and at the top of your game.

Skills and Experiences:
About You – A Rising Star

You’re laser-focused on client service and strategic planning, and you know how to deliver real value.
You hold a FASEA-relevant degree or have completed the FASEA pathway.
You bring five or more years of experience in similar roles, and you’re ready to take the next step.
You’re well-versed in superannuation, self-managed superannuation, insurance, investments, and estate planning.
You understand the ins and outs of entity structures—businesses, trusts, SMSFs—and while accounting knowledge is a plus, it’s not essential.

This is your chance to be part of something special, where your expertise is valued, your career is nurtured, and your success is supported.

About PKF

Established in Australia in 1968, PKF is a founding member of the global PKF community that exists today. From the outset, our purpose has remained - to propel the future of our clients, our people, and our community.

Our Australian network comprises over 800 talented professionals, and more than 100 partners, who deliver a full range of contemporary advisory, tax and audit solutions to clients locally, nationally, and internationally.

Our values are important to us. They guide our interactions, reflect our beliefs, and represent our dedication to common principles. Learn more about why people love working at PKF here.