Financial Adviser

1 week ago


Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full time
  • Highly qualified team with a broad range of experience
  • Two office locations with flexible working arrangements
  • SOA construction and administration infrastructure to support you

The Company
This firm has built a strong reputation in the region and is recognised for its ability to offer financial expertise to a diverse range of clients for over 30 years. They support individuals and businesses with more complex advice needs.

This new opportunity comes from business growth and a desire to continue to deliver highly engaged services to existing clients, and new clients from referral.

The Role
This is a fantastic opportunity to be part of an experienced advice team focused on creating client wealth and an enjoyable work environment. Our client offers a competitive salary package, a supportive team, ongoing development and a flexible work environment. They recognise and reward the right behaviours and performance in the role.

You will initially be allocated existing ongoing client advice relationships to manage/advise due to growth from continued referrals. New clients are seeking advice regularly and there is no pressure for you to source your own clients. Developing and maintaining a high level of knowledge through ongoing learning and development, and engaging with people to improve their position is what you enjoy. This role is fully supported by paraplanning and administration.

You will be allocated long-standing existing clients on a structured review process and also supported to provide advice to new clients.

About You
You are dedicated to the ongoing success and financial security of your clients, have confidence in your technical knowledge and the ability to work well within a team environment.

While skills are important, years of experience is not specifically a criteria for your success. Your client focus, cultural alignment and desire to develop and grow will determine your future in the business.

Benefits

  • Flexible working environment
  • Joining an experienced team of advisers and a structured business that is growing offers growth and security
  • Work within a professional office space with a collaborative team
  • Fantastic remuneration package

What Next?
Please click on APPLY NOW. Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please contact Ric Zanetti on .


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