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Form of workOur Client:
An excellent opportunity has arisen for an experienced Financial Planner to join an established leading independent financial advice firm. You will be taking over an Existing Book of clients with the support of an experienced back office team. The firm is experiencing exponential growth and you will play a key part in supporting the business' exponential growth.
The firm focuses on providing high levels of service to their clients. They pride themselves on their strong brand in the Brisbane market along with strong referral partners. You will be looking after a book of clients and taking on new clients referred to you.
The Role:
- Build and maintain relationships with clients sitting in on client meetings.
- Manage and maintain client relationships, including meeting regularly with clients to review their financial plans and make necessary adjustments;
- Comply with all regulatory requirements, including providing clients with appropriate disclosures and ensuring all advice provided is in their best interests
- Manage an Existing Book of clients and grow the client base by working with referral partners
- Ensure the Administration team have all the necessary information and documentation to implement the approved financial strategies from the SoA.
Skills and Qualifications required:
- Go-getter with passion for financial planning;
- Holds a Bachelor of Commerce, Majoring in Financial Planning or FASEA approved course;
- Experience as a Financial Adviser providing holistic advice or have met the current FASEA standards to work as a Financial Adviser;
Please apply if you have the relevant experience for this role and interested in a confidential conversation.
To apply please forward a copy of your resume or to find out more about this impressive opportunity please contact Toby Walsh from Talent Wealth Recruitment on 0404971*** or email ****@talentwealth.com.au
All applications will be treated in strictest confidence.
