We are seeking an experienced financial expert to join our practice. This role offers a unique opportunity to deliver holistic advice that improves clients' financial lives.
About the Role
* Deliver comprehensive financial guidance aligned with client objectives and best-interest principles.
* Provide support to prospects throughout our two-meeting advice process.
* Maintain adherence to Essential Financial Planning Australia standards.
We will provide paraplanning and administrative support to optimize your client time. You will work closely with our directors, playing a key role in onboarding new clients and managing ongoing relationships.
About You
* Must possess a degree qualification and comply with FASEA educational requirements.
* Minimum 3 years of experience providing client-facing advice (5+ preferred).
Why choose this opportunity? Purpose-driven work that enhances clients' long-term financial wellbeing. Clear growth path, including future equity opportunities. Balanced environment - flexible working arrangements once trained.