The Company:
An excellent opportunity has arisen for a Financial Planner to join an established financial advice firm in Sunshine Coast. They are a larger firm with over five office locations and clients across Australia and internationally. We are open to a driven junior adviser for this role.
You will be taking over an existing book of clients with the support of an experienced back-office team. The firm is experiencing exponential growth and you will play a key part in supporting the business' exponential growth.
This role will focus on providing high levels of service to their clients and they have a strong brand in the market along with strong referral partners. You will be looking after a book of clients and taking on new clients referred to you.
The Role:
* Build and maintain relationships with clients
* Manage an existing book of clients and grow the client base by working with referral partners
* Ensure the Administration team have all the necessary information and documentation to implement the approved financial strategies from the SoA.
* Approve and sign-off all advice documents, ensuring all advice is consistent with the Client's goals, risk profile and scope.
* Provide quality advice for clients on complex decisions they need to make regarding their wealth
* Work closely with staff for performance management, development and succession planning
You Will Need:
* 1-3 years experience as an Authorised Representative
* MUST be FASEA compliant
* Experience across holistic advice
* SMSF Accreditation is highly regarded
* Strong client centric approach and ability to build relationships with key referral partners
Please apply if you have the relevant experience for this role and interested in a confidential conversation. Alternatively, email your resume.