Connecting...

Financial Adviser

Job Title: Financial Adviser
Contract Type: Permanent
Location: Mackay, Queensland
Industry:
Salary: Negotiable
Reference: 179357_1511411404
Contact Name: Nandani Gosai
Contact Email: nandanig@porterallen.com.au
Job Published: November 23, 2017 15:30

Job Description

The role:
As an experienced Financial Adviser you will work within the retail division in the Mackay branch managing a range of clients and offering advice across wealth accumulation, finance management and wealth protection.

Key Duties:

  • Build a strong pipeline of engaged prospective clients.
  • Identify client needs via in-depth discussions in order to meet those needs.
  • Contribute to a strong team environment with collaboration and cross referral activity.
  • Provide sound strategic and transactional advice to clients within the Australian regulatory context.

Skills & Experience:

  • Minimum qualification DFP and tax certificate, ADFP is preferable or can be completed within 12 months of starting
  • Willing to do further study, eg. SMSF, Gearing and Derivatives
  • Previous face-to-face experience in financial planning specifically providing advice
  • Excellent written and verbal communication skills
  • A personable nature with the ability to build rapport with a broad range of clients

Culture & Benefit:

  • Highly competitive salary with excellent benefits
  • Continuous learning and development opportunities
  • Work close to home

This is a fantastic opportunity for an ambitious Financial Adviser to be apart of a vibrant team! Apply below or email your CV to nandanig@porterallen.com.au.

Get similar jobs like these by email

By submitting your details you agree to our T&C's