Urgent: Financial Career Advancement
About the Opportunity:
This is an excellent opportunity for experienced financial advisers to join a dynamic business in a period of growth. They provide holistic financial advice to a broad client base.
The ideal candidate will have 3+ years of experience and be looking to develop their career in a streamlined business with full back office support.
Benefits include substantial existing client books, new client leads, and opportunities for professional development.
Duties and Responsibilities:
* Manage an existing client book
* Receive new client leads and onboard new business
* Provide holistic advice on superannuation, personal insurance, and investments
* Deliver exceptional client service
* Meet compliance requirements
* Collaborate with paraplanning and admin staff
About You:
To be successful, you will need:
* Completed FASEA educational requirements
* 3+ years experience as an authorised financial adviser
* Experience providing advice on superannuation, personal insurance, and investments
* Confident handling of leads and onboarding new clients
* Excellent communication skills
* Able to work in a fast-paced environment
Base Salary and Bonus Structure:
Flexible depending on experience.
How to Apply:
If interested, please apply via this ad or send your CV to the relevant contact.