Chief Financial Strategist
1 month ago
We are seeking an experienced Financial Planner to join our team in a vibrant and supportive environment. Our innovative financial services firm is dedicated to providing holistic solutions for clients, and we're looking for someone who shares our passion for delivering exceptional service.
As a key member of our team, you will have the opportunity to work closely with clients to understand their needs and provide tailored advice to achieve their financial goals. You will be responsible for managing existing clients and referrals, as well as contributing to the growth and development of our business.
Our ideal candidate will have a strong background in financial planning, with experience in providing complex strategies and high-quality risk management advice. They will possess excellent communication skills, both written and verbal, and be able to build strong relationships with clients and colleagues alike.
About the Role- Manage existing clients and new business leads
- Provide technical advice and high-quality financial planning services
- Contribute to the growth and development of our business
- FASEA qualification and experience as a Financial Adviser
- Strong understanding of financial planning regulations and compliance
- Excellent communication and interpersonal skills
We offer a competitive salary package, including a unique fee structure with limited targets/kpis. You'll also enjoy a flexible working arrangement, with the ability to work from home after probation. Join our dynamic team and take advantage of opportunities for growth and professional development. Our company culture prioritizes positivity, collaboration, and supporting our people's career aspirations.
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Chief Financial Operations Manager
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Head of Compliance
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