Financial Planner

6 months ago

Gold Coast, Australia Fuse Recruitment Full time

**Gold Coast QLD**

**$90000 - $120000 per annum, Benefits: + super + bonus**

**Full time**

**Are you a Financial Adviser looking for an innovative role and opportunity to grow and develop with a great team?**

If you’re a Financial Adviser and eager to step into a role that you can make your own, this is the role for you Our client has just acquired a new portfolio of clients, you will work with a Senior Adviser to manage these clients, providing them financial advice and working with them to meet their financial goals.
- Our client is seeking someone who can provide personalised service and advice, is accountable, reliable, able to manage high a changing workload and really takes ownership of the role, making this position their own. With the mentorship and support of an experienced team, as well as your own Client Service Officer, bring your expertise, collaboration and self-drive to make a positive impact in this vibrant, supportive team.
- We are looking for a friendly, driven, and motivated individual who is keen to join an established and experienced team and integrate into their firm for the long term.**Who you will be working with?**

Be part of an established and professional financial planning firm that is dedicated to delivering the best possible service to their clients. They pride themselves on having a strong reputation in delivering exceptional financial services to ensure that clients receive the best possible outcomes. With an extensive client base, they provide comprehensive holistic advice across a range of clients and strategies and are passionate about working closely with clients to achieve their goals.
- You will have the support of a team that bring a high level of technical expertise to the role, working collaboratively to ensure best outcomes for clients. Being a smaller team, you will have the ability to engage with the whole team, and build your skills with development and mentorship. With a range of clients and duties undertaken in your role, this role will continuously develop your skills and keep you engaged.**Benefits to successful applicant**:

- A competitive salary package, plus bonuses and hybrid work environment
- Autonomy to operate independently whilst collaborating with the broader financial team
- Existing client base, manage a newly acquired portfolio of clients with full support
- Opportunity to join a growing financial operation and be part of its development and future
- Work with a dynamic team of experienced and friendly industry professionals
- Growth opportunities to further progress your finance career
- Collaborative and supportive working environment, a team-based culture

**Duties and responsibilities include**:

- Manage existing clients as well as onboard new clients
- Provide technical advice with complex strategies, high quality financial and risk management advice to clients
- Undertake client meetings with newly acquired clients, provide an outstanding and efficient service to all clients
- Be well organised and highly process driven to ensure compliance in all considerations
- Maintain industry/market knowledge

**We are looking for someone who has**:

- FASEA qualified, ideally with some experience as a Financial Adviser with knowledge across a range of strategies
- 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
- A self-starter and the ability to work autonomously
- 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 are interested in this new opportunity, please
- **Daniel Bercolli** at
- **Fuse Recruitment** on
- **0413 270 875.**
- At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance 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_

SCR-daniel-bercolli
- #ChooseFuse

**Reference number**:
BH-28639

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