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Form of workJoin a boutique self-licenced financial service firm located in Brisbane’s CBD who are innovative in their approach, Fintech focussed and proactive with technology advances and sustainable business practices. Work in a collaborative setting, providing innovative solutions and personalised advice to a diverse clientele, spanning personal and business strategy & product solutions.
They take an entrepreneurial approach, empowering you to seize the reins of your career and become the entrepreneur you've always aspired to be. They provide the canvas for your success, providing qualified leads and referrals, a hybrid working relationship offering flexibility, a robust support system designed to fuel your success, from compliance assistance to cutting-edge technology, and access to over 60 years of combined knowledge and experience collectively.
Whether you’re an ambitious individual in the beginnings of their career, hungry to break free from conventional roles and chart their entrepreneurial path seeking independence, or a seasoned Financial Adviser currently managing their own ventures, our client take a flexible approach to those who fit their business. Our client prioritises getting the right person for the role, who aligns to their work culture, placing a high priority on a being client focused as well as having a positive culture and work environment.
Benefits to successful applicant:
- A competitive salary package, plus bonuses and incentives that align with your skills, experience and personal objectives
- Take over a portfolio of existing clients with onsite and offshore support
- A flexible approach to the role that aligns with your career goals
- Autonomy to operate independently whilst collaborating with the broader financial team
- Opportunity to work with a dynamic team of experienced and friendly industry professionals and mentors
- Innovative and tech focused with consistent improvements to assist you
- Collaborative and supportive working environment, a team-based culture
Duties and responsibilities include:
- Manage existing clients and take on new clients through leads and referrals
- Manage a portfolio of existing clients
- Provide technical advice with complex strategies, high quality financial and risk management advice to clients
- Provide an outstanding and efficient service to all customers
- Be well organised and highly process driven to ensure compliance in all considerations
- Maintain industry/market knowledge
We are looking for someone with:
- FASEA Qualified with experience as a Financial Adviser and knowledge across a range of strategies
- Experience with SMSF’s, derivatives and gearing all highly regarded
- The drive to build their career and develop with the firm long term in a partnership approach
- A growth mindset and approach to their role
- Client focused and motivated to provide exceptional service, with strong ethics and morals
- Thorough understanding of financial planning regulations and compliance, with a strong attention to detail
- Excellent verbal and written skills, with the ability to communicate at all levels
If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contact Daniel Bercolli at Fuse Recruitment on 0413 270 875.
At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
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