Description
A great opportunity within a successful Financial Services Wealth Management group who is experiencing growth organically and through acquisition. For many years, the team have assisted individuals, families and business owners achieve clarity, confidence and long-term financial wellbeing through high-quality, personalized advice. With a great team environment and a designated support, the practice is seeking to appoint an experienced Financial Adviser to manage established relationships whilst provide quality advice to new client referrals.
Additional elements of your role will include:
Provide high quality and compliant advice to clients.
Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial objectives.
Provide a broad scope of comprehensive advice across all areas including Superannuation & Retirement planning, Investments, Centrelink etc.
Manage internal relationships with key stakeholders across the business.
Maintain technical knowledge, financial trends and regulatory updates.
Ensure your ongoing training requirements are maintained including CPD Points.
We are seeking a professional and self-motivated individual who is passionate about financial planning and helping clients to achieve their financial objectives.
You will have:
Minimum of two years of Financial Planning experience.
Completion of a relevant Tertiary qualification.
Strong technical knowledge across all areas of advice.
Self-managed and able to meet agreed objectives
Strong communication and relationship skills
Able to work autonomously and as part of a team.
This is a great long-term career opportunity within a Practice who values their employees, providing flexibility and autonomy. You will have access to up-to-date technology along with excellent support services. Income is relevant to experience with bonus opportunity. Equity opportunity.
For further information and confidential discussion, please contact Shelly on 04 089 or email your application to s.p@intlsearchpartners.com
