Unlock Your Potential as a Financial Professional
We empower our senior financial advisers to provide exceptional advice and build lasting relationships with clients.
This role offers the opportunity to deliver holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients.
* Residential & Investment Lending
* Personal & Business Insurance
* Superannuation and Investment Strategies
* Retirement Planning
* Self-Managed Super Funds (SMSFs)
* Budgeting and Cash Flow Management
* Estate Planning
* Tax Planning
Your client meetings will take place primarily in the office or via video, with occasional off-site meetings as required.
Key Responsibilities
* Deliver comprehensive financial advice
* Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes
* Build and maintain referral relationships
* Maintain detailed, compliant, and timely client records
* Ensure all advice meets regulatory and compliance requirements
* Meet individual KPIs as outlined in the Balanced Scorecard
* Maintain up-to-date industry knowledge
* Deliver an exceptional client experience
This is a business where you are set up for success. To excel in this role, you'll need to bring a strong level of personal values and desire to add real value to your clients.