This is an opportunity to work with a financial planning firm that prioritizes long-term client relationships and strategic advice.
About the Firm
The firm has built a loyal client base by providing ongoing, thoughtful advice that addresses all areas of financial life.
With a close-knit team and well-developed internal processes, the business supports its advisors to focus on building professional relationships and delivering quality advice in a structured environment.
Key Responsibilities:
* Providing tailored financial advice for clients with diverse goals and needs
Requirements:
* A completed Professional Year and authorisation
* Strong interpersonal skills and sound technical knowledge
* A clear commitment to ethical, client-focused advice
What's on Offer:
* A stable, professional business environment close to home
* A quality client base and structured advice process
* Internal support for relationship management and advice delivery
* A genuine team environment where clients are the priority