AddressThe Company
With a holistic approach to their client's needs, this is an opportunity to be part of a team that truly cares for its clients. This organisation has a supportive and focused team, offering exposure to a full range of financial products including superannuation, risk, insurance, wealth management and retirement planning.
The Role
Due to ongoing growth within the Oracle group, we require an adviser to work with an established client base in our Parramatta office. As a Financial Adviser, you will be responsible for providing advice to a diverse book of existing clients. The successful candidate will have previous experience as a Financial Adviser, Advanced technical skills in SMSFs, insurance, investments, taxation, superannuation and estate planning would be highly regarded.
Your key responsibilities will include:
- Manage and maintain relationships with an existing portfolio of clients
- Provide high quality holistic financial advice to clients
- Developing compliant financial strategies tailored to individuals’ circumstances
- Working with the paraplanning team to ensure SOA’s are professionally and compliantly presented.
Benefits
- Highly competitive salary
- Job security with a well-established and respected National firm
- A professional, supportive and friendly culture, where staff are truly valued
- A process that allows you to see the difference you’ll make in clients lives
- Relocation assistance considered for the right applicant
To apply online, please click on the appropriate link.
For further information, please contact Matthew Suters on 02 4088 6***.
