About the role
Responsibilities include but are not limited to:
- Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies
- Engage and maintain client connections with internal and external referral partners
- Contribute towards prcoess improvement within a business focused on servicing client needs with professionalism and in an ethical manner
- Work with support team to ensure accurate implementation of advice strategies and to provide ongoing advice
- Provide advice to a range of clients including super, insurance, low to moderate investment portfolios, pre and post retirement, new business and ongoing servicing of clients
- Office located close to CBD and successful candidate will have ability to grow further business in Sth Eastern suburbs
Successful candidate will have the following:
- Proven experience as a Financial Planner
- FASEA approved qualifications
- Strong compliance record
- Ability to work autonomously as well as with stakeholders to ensure quality advice is provided and implemented for new and existing clients
- Self driven with a can-do attitude
To be considered for this highly rewarding role please email your resume via the link or to have a confidential discussion about this and other opportunities across financial services, please contact Adrian O'Donnell on 0402 030 906
