AddressBased in the beating heart of Sydney CBD with offices in Melbourne, Adelaide and Brisbane our client is a highly rated financial advice business that has an outstanding reputation in the local market. Specialising in Aged care you will have the opportunity to work alongside the very best to take advantage of a unique position this business has in this niche.
With full back office support including CSO's and Paraplanners your role will be to build and grow a book within the already established aged care team .
Your duties will include:
- Build and manage external relationships with centres of influence (you will have support doing this);
- Provide detailed aged care advice to clients;
- Execute on inbound leads and build referral sources
- Ensure compliance and regulatory requirements are constantly met.
The Person
- Minimum 3-5 years experience as a Financial Planner (no aged care experience needed)
- Fasea compliant
- Experience delivering high quality advice
- Friendly and warm personality
To apply for the role please press apply now or call James on 0451 831 ***
