Financial Services Professional
As a key figure in our financial services team, you will be accountable for managing client advice needs, converting prospective clients, and introducing new clients to our network. This involves proactively sourcing, engaging, and managing referrals and key relationships to drive productivity, compliance, and client satisfaction.
Expertise in financial planning is essential in driving growth and building long-lasting relationships while delivering exceptional client experiences. You must work collaboratively with the team, inspiring and developing others as you share your knowledge and expertise in the field.
To succeed, you must be RG146 Compliant and have passed the Adviser exam. Additionally, you should have completed an approved course in Australian Tax Law and Commercial Tax. A relevant degree can be advantageous in differentiating yourself from other applicants.