Financial Planner Opportunity
We are seeking an experienced Financial Planner to join our team and take on a book of clients with the support of a well-experienced back-office team.
The ideal candidate will have experience as an Authorised Representative, be FASEA compliant and have strong client centric approach and ability to build relationships with key referral partners.
This is a great opportunity for someone who is ambitious and keen to work with high value clients and provide quality advice for complex decisions regarding their wealth.
The successful candidate will be responsible for:
* Building and maintaining relationships with clients
* Managing an existing book of clients and growing the client base by working with referral partners
* Approving and signing-off all advice documents, ensuring all advice is consistent with the Client's goals, risk profile and scope
* Providing quality advice for clients on complex decisions they need to make regarding their wealth
* Working closely with staff for performance management, development and succession planning
Key requirements include:
* 3+ years' experience as an Authorised Representative and FASEA compliant
* Experience across holistic advice
* Strong client centric approach and ability to build relationships with key referral partners
Our business prides itself on providing high levels of service to our clients and focuses on building strong relationships. This is a fantastic opportunity for someone who is passionate about delivering exceptional results and providing excellent client experiences.