Job Title: Financial Adviser
A financial adviser is a professional who helps individuals and organizations make informed decisions about their financial resources. This includes providing guidance on investment, retirement planning, and risk management strategies.
Key Responsibilities:
* Provide phone-based advice to clients to help them achieve their financial goals.
* Review and provide financial advice to clients on superannuation, insurance, and retirement planning.
* Complete annual reviews with clients to assess their financial situation and provide recommendations for improvement.
* Ensure that Statement of Advice documents are compliant and up-to-date.
* Manage new client portfolios and build relationships with clients.
* Provide ad-hoc advice on superannuation, insurances, estate and retirement planning.
Requirements:
* Currently authorized as a financial planner and listed on the Financial Adviser Register.
* FASEA approved and qualifications.
* Minimum 3 years' experience in financial planning.
* Highly professional, excellent oral and written communication skills.
* High attention to detail, supported by a solid technical background.
Benefits:
* Competitive salary package.
* Flexible working arrangements, including remote options.
* Extensive resources, training, and development opportunities.
* A modern workplace that embraces technology and innovation.
* Perks like free coffee and regular social events.
About Us:
We are a growing team dedicated to helping everyday Australians create a clear and confident picture of their financial future. We specialize in delivering best-in-class financial outcomes tailored to our clients' unique goals.
Apply Now:
Visit our website to learn more about us and submit your application.