Company

Regatta Financial ServicesSee more

addressAddressRobina, QLD
type Form of workFull time
salary Salary$65,000 - $95,000 a year
CategoryAccounting & Finance

Job description

🌟 Join Regatta Financial Planning Today! 🌟

Are you an experienced Financial Adviser looking to make a meaningful impact on clients' financial futures? Look no further! Regatta Financial Planning, located in the vibrant Robina area of Gold Coast QLD, is seeking a dedicated professional like you to join our team.

As a Financial Adviser at Regatta, you'll play a vital role in providing comprehensive financial guidance tailored to each client's individual needs. With a focus on superannuation, insurance, and other financial products, you'll have the opportunity to help clients maximize their financial potential and secure a prosperous future.

What We Offer: ✨ Competitive salary: $65,000 – $95,000 per year depending on experience ✨ 

Full-time position with exciting growth opportunities working in a collaborative team environment dedicated to your success along with commitment to ongoing professional development and training. 

✨ Opportunity to build long-term career, build relationships and make a real difference

Responsibilities Include: 

  • Provide strategic advice across various financial products and services 
  • Assess clients' financial situations and develop tailored financial plans 
  • Guide clients towards profitable and secure financial decisions 
  • Cultivate and maintain win-win relationships with clients 
  • Ensure compliance with industry rules and regulations

Requirements: 

  • Proven working experience as a Financial Adviser registered with ASIC 
  • Relevant qualifications in Financial Planning and FASEA exam completion 
  • 1 or more years of experience in Financial Planning outside professional year preferred
  • Strong communication and presentation skills 
  • Ability to analyse financial data and provide strategic advice

Join us at Regatta Financial Planning and help clients make informed financial decisions for a secure future. Apply now and embark on a rewarding career journey with us!

Refer code: 1673444. Regatta Financial Services - The previous day - 2024-03-06 09:48

Regatta Financial Services

Robina, QLD
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