About the Role
This is an exciting opportunity for a Financial Adviser to join our dynamic team. We are seeking a knowledgeable and experienced professional who can provide comprehensive independent financial planning advice.
The role involves working with clients to understand their financial goals and objectives, and providing guidance on how to achieve them. This includes analysing client data, identifying potential risks and opportunities, and developing tailored advice solutions.
We require someone with excellent communication and interpersonal skills, who can build rapport with clients and work effectively as part of a team.
* You will have experience in the areas of superannuation, retirement planning and SMSFs, as well as good knowledge of estate planning, trusts and companies.
* Excellent organisational and process-driven skills are also essential.
This is a full-time role based in our Gold Coast office. Meetings will be held via Zoom, and you will be fully supported by administration and paraplanning staff.
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Key Responsibilities
The successful candidate will be responsible for:
* Providing comprehensive independent financial planning advice to clients.
* Analysing client data and identifying potential risks and opportunities.
* Developing tailored advice solutions that meet client needs and objectives.
* Working closely with clients to understand their financial goals and objectives.
* Building strong relationships with clients and other stakeholders.
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Requirements
To be successful in this role, you will need:
* A minimum of 3 years' experience as a practicing financial adviser.
* Experience in the areas of superannuation, retirement planning and SMSFs.
* Good knowledge of estate planning, trusts and companies.
* Excellent interpersonal and communication skills.
* Strong organisational and process-driven skills.
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What We Offer
In return for your expertise and enthusiasm, we offer:
* A competitive salary (based on experience).
* A fun and supportive work environment.
* Opportunities to collaborate with a team of knowledgeable and high-achieving professionals.
* Regular company events and social gatherings.
* The chance to be a part of a rapidly growing business with numerous opportunities for advancement.
We value integrity, professionalism and teamwork, and are committed to providing a positive and inclusive workplace culture.
If you are a motivated and experienced Financial Adviser looking for a new challenge, please apply now!
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