Address
Form of work
SalaryThis very holistic wealth management firm focuses on strategic advice for a variety of established and loyal clients, ranging from young wealth accumulators to retirees and business owners, all who value honest and ethical advice, and, in turn, are constantly referring new clients. They are passionate about offering a great working environment and providing opportunities for their staff to take ownership and work autonomously, in the office and from home.
The successful applicant will be given a portfolio of financial planning clients to manage and provided with full paraplanning and administration support.
Skills and experience required:
- 5 + years of 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 including SMSF advice, 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 working together as a team to provide the best outcomes for clients. Only candidates with a great attitude toward teamwork should apply.
For a confidential discussion, please contact:
Kiera Brown
******@fsrecruit.com.au
0409 598 ***
