Job Description:
We are seeking a skilled and experienced Financial Adviser to join our team. As a key member of our organization, you will be responsible for providing high-quality financial advice to our clients.
Key Responsibilities:
* Build and maintain strong relationships with clients to understand their financial goals and objectives
* Provide personalized financial planning strategies tailored to each client's needs
* Possess specialist knowledge of financial products and services, offering informed recommendations that align with clients' objectives
* Follow approved procedures and protocols to ensure compliance and excellence in service delivery
* Meet minimum hours of required professional development training per annum to stay up-to-date with industry developments and best practices
Requirements:
* Registered on ASIC's Financial Adviser Register (FAR)
* Hold a FASEA Approved Degree
* Completed the Professional Year (if required)
* Passed the FASEA Exam
* Demonstrated track record of following structured advice process and procedures
* Demonstrated ability to meet activity targets and conversion rates to personal advice
* Phone-based advice experience (preferred)
* Must meet the Professional Standards for Financial Advisers
About Us:
We value diversity, inclusion, and flexibility in our workplace. We encourage candidates from all backgrounds to apply and explore our opportunities for career growth and development.
Why Join Us:
We believe in empowering our employees to take ownership of their work and make a meaningful impact in their careers. Our company offers a dynamic and inclusive environment where you can grow professionally and personally.