AddressJoin our team as a Financial Adviser
Working from our Townsville & Ayr offices, with a highly experience team that is passionate about improving the lives of our clients and helping them achieve their personal and financial goals.
Individually you will be self-motivated who will provide financial advice to new clients and take over an existing portfolio of clients whilst, bring your expertise, to make a positive impact within a highly skilled team to collaboratively to contribute to the overall success of the team. We are seeking someone who can manage their own clients, is accountable, reliable, self-driven to take ownership of the role.
About Us
PSK Private Wealth offers financial services that focus on clients’ unique goals and needs. We have 83 Financial Advisers and 180 support staff in 12 offices in NSW, VIC, QLD, SA and ACT. Established in 1969, we are undergoing a period of growth to take our strategies to a bigger audience. Our unique success has been achieved through trust developed over years of providing advice to our clients and their families. Our values are founded on the ancient Greek meaning of PHILOTIMO, encompassing. “Duty, Honour, Decency and a Responsibility we have to each other.”
To be successful in the role you must:
- Have the ability to manage and grow a client book of business, with a focus on the client in providing high quality financial advice and services.
- Have a strong technical background - understanding of financial planning strategies including superannuation, retirement planning, cashflow, and debt management.
- Attend to client queries and liaise with other professionals to deliver great client outcomes.
- 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.
- The drive to build their career and develop with the firm long term (equity opportunity).
- Thorough understanding of financial planning regulations and compliance, with a strong attention to detail and proven ability to effectively manage and prioritise competing priorities.
- Strong ability to build rapport with clients over the phone, video and in person.
- Knowledge and experience with Financial Planning Software, Xplan including Wealthsolver, Risk Researcher and Xtools+.
- Demonstrated ability to build and maintain client relationships based on trust, integrity, and professionalism.
- Enjoy being part of a team and contributing to a positive culture.
Benefits
- Existing clients and new client leads provided
- Streamlined processes and full back office support provided
- Workplace Benefits through FLARE and our Employee Assistance Program
- Study Assistance
