Pre-retiree client portfolio, review advice with some new business required, join one of the fastest growing firms on the Sunshine Coast!
The Company
A unique firm located on the superb Sunshine Coast has a rare and coveted opportunity for a polished and professional Financial Adviser to join their thriving firm which is in a large state of growth. They offer a family-friendly culture, flexible working conditions and have a spirit of excellence in all things they do.
The Position
This role will see you servicing an established base of pre-retiree clients who primarily work in the Government and Health industries, whilst there will be some new business by way of new client referrals the role will mostly consist of review advice. You will be supported by a team of administrative and client services professionals to ensure you are well positioned to do what you do best.
Desired Experience
- Ideally at least five years experience as an Adviser
- Has an interest in goals based Financial Advice
- Strong knowledge of investments
- Tertiary education in line with industry requirements
- Polished personal presentation and exceptional communication skills
Working with highly ranked and multi-award winning Advisers, you will be backed by a strong local support team and will immerse yourself into a family-friendly company culture that recognizes and rewards great work. The salary on offer can be negotiable commensurate with skills and experience and additionally on offer is a lucrative bonus incentive.
ContactDaniel Jensen
0401 238 901
daniel@voyagerrecruitment.com.au
https://voyagerrecruitment.com.au/