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SalaryAre you an experienced Financial Advisor seeking a role where you can leverage your expertise to serve existing clients without the pressure of generating new business? Are you feeling restricted in your career growth or craving more autonomy in your role?
Our client is a thriving, privately owned Financial Planning practice located in Shepparton, with a rich 40-year history. An exciting opportunity exists for a Financial Advisor looking to step into a role offering significant autonomy, with a strong focus on providing tailored financial advice to an existing group of clients. This position allows for the freedom to make a substantial impact while leveraging your expertise to serve a loyal client group.
Role Overview:
As an Experienced Financial Advisor, you'll step into a role where you can focus exclusively on servicing an existing client group, allowing you to dedicate your time and energy to delivering holistic wealth management solutions and building lasting relationships. With no new business required, you'll have the freedom to dive deep into client needs, craft comprehensive financial plans, and lead with confidence.
Key Responsibilities:
- Take ownership of an established client base, providing personalised financial advice and support.
- Lead the ongoing review of client portfolios, ensuring alignment with their financial goals and objectives.
- Proactively identify opportunities to enhance client wealth and mitigate risks through strategic planning and asset allocation.
- Serve as a trusted advisor and primary point of contact for all client inquiries and concerns.
- Collaborate with internal teams to deliver seamless service and exceed client expectations.
Qualifications and Experience:
- Minimum of 2 to 3 years of experience as a Financial Advisor.
- Hold a FASEA qualification.
- Deep understanding of investment products, financial planning strategies, and regulatory requirements.
- Excellent communication, interpersonal, and problem-solving skills.
Ready to take your career to new heights? For a confidential chat, phone Nancy on 0424141*** or Apply Now in confidence.
