Financial Adviser Opportunity
As a Fully Qualified Financial Adviser, you will manage client portfolios, provide financial planning and investment advice, and build lasting relationships with clients.
Key Responsibilities:
* Client portfolio management and provision of financial planning and investment advice
* Establishing and maintaining strong client relationships and delivering exceptional customer service
* Staying abreast of industry developments and regulatory changes to inform your work
Requirements:
* A relevant qualification, such as a Certificate IV in Finance and Mortgage Broking
* Completion of the Financial Adviser Exam
* A minimum of three years' experience in financial advisory roles