Financial Planner

2 weeks ago

Brisbane, Queensland, Australia Fuse Recruitment Full time

Join a friendly, experienced team with a great work culture and be an integral part of the team helping clients navigate their finance goals

Are you a Financial Planner in the early stages of your career looking for your next career opportunity?

Join a financial service firm located in Brisbane's CBD, with a small and highly experienced team that is dedicated to offer tailored financial solutions to their clients. You'll join a dynamic team working collaboratively to contribute to the overall success of the team while taking on your own portfolio of clients. Bring your expertise, collaboration and self-drive to make a positive impact in this vibrant, supportive team.

Our client is seeking someone who can manage their own clients, is accountable, reliable, and really takes ownership of the role, making this position their own. Our client prioritises getting the right person for the role, who aligns to their work culture, placing a high priority on a being client focused as well as having a positive culture and work environment. This collective expertise and teamwork create a dynamic and supportive environment where you can thrive as a financial advisor.

What are the benefits?

  • A competitive salary package, plus bonuses and incentives
  • Autonomy to operate independently whilst collaborating with the broader financial team
  • Opportunity to work with a dynamic team of experienced and friendly industry professionals
  • Growth opportunities to further progress your finance career
  • Onsite site paraplanning and admin support
  • Collaborative and supportive working environment, a team-based culture
  • A team that genuinely care about their people and development

What will you be doing?

  • Manage existing clients and take on new clients through leads and referrals
  • Provide technical advice with complex strategies, high quality financial and risk management advice to clients
  • Provide an outstanding and efficient service to all customers
  • Be well organised and highly process driven to ensure compliance in all considerations
  • Maintain industry/market knowledge

What do you need?

  • FASEA Qualified with experience as a Financial Adviser and knowledge across a range of strategies
  • The drive to build their career and develop with the firm long term
  • Thorough understanding of financial planning regulations and compliance, with a strong attention to detail
  • Client focused and motivated to provide exceptional service and have a significant impact on the lives of clients
  • Excellent verbal and written skills, with the ability to communicate at all levels
  • Enjoy being part of a team and contributing to a positive culture.

If you think this could be your next career step, apply now Or, if you are interested in the role but want to find out more, get in touch with Daniel Bercolli on today

At Fuse, we specialise in recruitment for the wealth management and insurance industries and actively source for a broad range of established clients. If you are a financial planner, mortgage broker, or claims professional looking for your next opportunity, we'd love to hear from you.
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role

Consultant

Daniel Bercolli

Recruitment Consultant



Reference number: BH-30533
Profession:Banking & Financial ServicesFinancial Planning

Company: Fuse Recruitment
Date posted: 9th May, 2024

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