Financial Planning Role
We are seeking a Financial Adviser to work alongside our existing team members and support the growth of our practice.
The role involves providing exceptional service to clients, developing deep relationships with them, and referring new business opportunities within our client base.
The successful applicant will be responsible for leading client meetings and reviews, collating file notes, researching strategies and products, and liaising with other team members to implement recommendations.
Key responsibilities include:
* Lead new client meetings and reviews.
* Collate file notes and develop strategies and products.
* Liaise with other team members to implement recommendations.
The ideal candidate will have excellent communication skills, a strong attention to detail, and a commitment to quality and outcome over speed. They should also possess relevant experience in a similar role and hold ADFP / Tertiary Qualifications or equivalent.
This is a genuine opportunity for career progression and development, with potential for equity and long-term growth within the practice.
Responsibilities may include:
* Managing a portfolio of clients.
* Developing and maintaining relationships with clients.
* Providing wealth advice and planning services.
Key qualifications include:
* Excellent written and verbal communication skills.
* Strong technical knowledge and understanding of financial markets.
* Relevant experience in a similar role.
For this position, we are seeking a motivated and experienced individual who is able to work effectively as part of a team and contribute to the growth and success of our practice.