Financial Advisor Opportunity
Our financial advisory firm specializes in retirement planning for 55-65 year-olds, offering strategic guidance with minimal product recommendations.
* Deliver comprehensive independent financial planning advice over a 4-meeting engagement process.
* No ongoing client management, fully supported role with administration and paraplanning expertise.
A fun and supportive work environment, competitive salary based on experience, opportunities to collaborate with knowledgeable professionals, regular company events and social gatherings are available.
Requirements
* A confident, educated, and knowledgeable individual who thrives in providing honest and conflict-free advice is sought.
* Minimum 3 years' experience as a practicing financial adviser, paraplanning experience an advantage.
* Relevant university degree qualification, post-graduate will be an advantage.
* Excellent knowledge in superannuation, retirement planning, SMSFs, estate planning, trusts, and companies is required.
* Exceptional customer service skills and ability to build rapport with clients are essential.