AddressThis wealth management business has a loyal and established client base and a reputation built over nearly 40 years. They pride themselves on being set apart from other firms with authentic relationships, thorough guidance, and tailored wealth management solutions. They are passionate about offering a great working environment and providing opportunities for staff to take ownership.
They have a rare and exciting opportunity for an experienced and qualified Financial Advisor to join their team.
Your role will be responsible for the provision of holistic advice to a broad range of clients including; retirement & investment planning, wealth creation, income streams, taxation, estate planning, superannuation, SMSF's, personal insurance and much more. You will develop and sustain long-term relationships and ensure your advice is fully compliant with all legislative and AFSL requirements.
The successful applicant will be provided with paraplanning and administration support and should have the following skills and experience:
- 3 years + experience as a professional Financial Planner.
- Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships.
- Strong technical/strategic advisory skills, with a relevant degree.
- Ability to work in a team environment and manage outcomes necessary for clients.
- Strong time management skills to meet deadlines.
This business strongly believes in going above and beyond for their clients; taking the worry away from them so that they can spend more time enjoying what is important in their life. Only candidates with a great attitude toward teamwork should apply.
This role is ideal for a candidate who wants equity and to be part of a rapidly expanding team.
For more information, please contact:
Kiera Brown
Director, FS Recruitment
******@fsrecruit.com.au
www.fsrecruitmentsolutions.com.au
0409 598 ***
