Financial Adviser

3 weeks ago


Brisbane, Australia Voyager Recruitment Full time

Boutique Advisory firm located in Brisbane
- $145,000 + Superannuation
- Relaxed company culture with no micro management

**The Company**

Our Client is a well established Financial Planning and Accounting firm committed to helping clients achieve their financial goals. With a strong reputation for providing excellent service and personalized financial advice, they are expanding their team and looking for a Servicing Financial Planner to join their winning team.

**Key Responsibilities**:

- Conduct regular client meetings to review and update financial plans
- Collaborate with the Technical and Client Services teams to deliver comprehensive financial solutions
- Stay up-to-date with industry trends, regulations, and market developments
- Assist clients with financial goal setting, retirement planning, investment strategies, and risk management

**Qualifications**:

- Relevant financial planning certifications or qualifications
- A minimum of three of experience as a Financial Adviser
- Strong communication and interpersonal skills
- Proven ability to build and maintain client relationships
- Knowledge of financial products, investment strategies, and regulatory requirements.

**On offer,**
- Competitive salary and performance-based bonuses
- Opportunities for career advancement and professional development
- Supportive team culture with a focus on work-life balance
- Access to cutting-edge financial tools and resources
- Contribution to meaningful work that positively impacts clients' lives

**Contact Daniel Jensen**

0401 238 901


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