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Form of workJoin a Growing Gold Coast Financial Planning Team as a Full-Time Financial Advisor!
Are you ready to be a part of a flourishing financial planning practice during a significant period of expansion? Our client is actively seeking an enthusiastic and experienced Financial Advisor to contribute to the continued success of their business.
In this role, you will take on the responsibility of an existing advice client book and play a pivotal role in establishing enduring client relationships. Supported by robust back-office assistance, including Paraplanning and administration support, you will have the necessary tools to excel in your role.
Qualifications & Experience:
- FASEA approved Bachelor's degree or higher in financial planning, finance, economics, or a related field.
- FASEA Compliance.
- Excellent spoken and written communication skills.
- Experience in onboarding new clients and handling leads.
- Motivated, energetic, and enthusiastic approach.
Tasks & Responsibilities:
- Provide comprehensive financial planning advice, focusing on superannuation and insurance.
- Manage existing client relationships while actively pursuing new business through leads and referrals.
- Exhibit excellent communication skills, both in dealing with clients and during the onboarding process.
- Deliver outstanding and efficient service to all customers.
- Provide guidance and mentorship to junior/provisional advisers.
- Demonstrate exceptional client relationship and rapport-building capabilities.
- Stay updated on industry/market knowledge.
Benefits:
- Highly qualified leads provided - eliminate the need for individual business development.
- Prime office location for enhanced working convenience.
- Growth opportunities to advance your finance industry career.
- Competitive base salary, complemented by superannuation contributions.
If you are seeking a fulfilling career with ample growth opportunities and a supportive work environment, please call Kym on 0490 437 *** for a confidential chat.
Job Reference number: 210226714
QLD Licence- LHL-02514-D2P2F
Who are we
At PERSOLKELLY, our passion is - and always has been - putting you first.
We propel our people forward by supporting their careers in fresh ways, backed by our expertise and capability.
We're committed to creating a safe and inclusive environment which values and respects diverse styles, backgrounds, experience and perspectives.
We welcome and encourage women, people of Aboriginal and Torres Strait Islander descent and people from diverse backgrounds to apply.
So it's over to you. If you would like to join our team, please APPLY now.
To learn more about working with PERSOLKELLY, we encourage you to visit our website.
Follow our LinkedIn page at linkedin.com/company/persolkelly for the latest updates and insights.
