AddressLocated in CBD, with a stunning and newly refurbished space, our client is a Financial Services firm that includes Financial Advisors, accounting and advisory, .
Our client prides themselves on their ability to provide an exceptional personalised service to a book of medium to HNW individuals. Working within a passionate and technically skilled team, our client is offering genuine training and support for the right individual looking to establish a long-term career within the business.
Qualifications & experience
- Bachelor's degree in Finance, Business Administration, or related field; advanced degree (e.g., MBA, CFP, CFA) preferred.
- Minimum of 5 years of experience in financial advisory roles, with a focus on comprehensive financial planning and investment management.
- Strong knowledge of financial planning principles, investment products, and industry regulations.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Proven track record of delivering exceptional client service and achieving results.
- Entrepreneurial mindset with a proactive approach to business development.
- Relevant industry certifications/licenses (e.g., CFP) preferred.
Tasks & responsibilities
Build and maintain strong relationships with clients, serving as their trusted advisor on all financial matters.
Provide holistic financial planning services, including retirement planning, estate planning, tax optimisation, insurance analysis, and education funding.
Stay abreast of market trends, regulatory changes, and industry developments to deliver informed advice and solutions to clients.
Develop and implement investment strategies aligned with clients' objectives, risk tolerance, and time horizon.
Drive business growth through proactive client acquisition and relationship expansion efforts and identify opportunities to generate new business from existing clients, referrals, and strategic partnerships.
Ensure compliance with regulatory requirements and industry standards, including adherence to ethical and professional conduct codes.
Benefits
- Competitive Salary plus Bonus potential.
- Join a purpose-driven team focused on making a positive impact.
- Collaborate with a supportive and high-performing team.
- Flexibility to work from the comfort of your home while enjoying the camaraderie of the office.
