Dynamic Financial Planning Professional
2 days ago
We are seeking a seasoned Financial Adviser to deliver exceptional financial planning services to our esteemed clients in the Mackay Region and beyond. As part of Advance Recruitment Partners, you will be part of a larger, values-driven organization prioritizing community, inclusivity, and professional excellence.
About the Role:
This full-time position offers a unique opportunity to build comprehensive financial plans for our well-established client base while proactively growing new business relationships. You will provide ongoing guidance and support, maintaining regular face-to-face and phone contact with clients. Your expertise will help clients achieve their financial goals, while your proactive approach will drive business growth.
Key Responsibilities:
- Conduct interviews and reviews for prospects and existing clients.
- Deliver technically sound financial planning advice tailored to individual client needs.
- Stay informed about financial products, services, and market trends.
- Build and maintain strong relationships with external referral sources.
- Meet targets for funds under management, fees generated, new client acquisition, and client retention.
- Ensure compliance with all relevant procedures, processes, and legislative requirements.
What We Offer:
- A competitive salary package with bonus structure.
- Discounted private health cover.
- Free, confidential Employee Assistance Program for you and your family.
- Opportunities to be part of a purpose-driven company that values community and inclusivity.
Knowledge, Skills & Experience:
- 3-5 years of experience as a Financial Advisor, with full FASEA compliance.
- Proficiency in Xplan and the Microsoft Office Suite.
- Excellent communication and relationship management skills.
- Ability to work autonomously and as part of a team.
- Strong compliance and technical knowledge of legislative and regulatory requirements.
The ideal candidate will have a proven track record of success in financial planning, excellent communication skills, and the ability to build strong relationships with clients and colleagues alike. If you are a motivated and forward-thinking professional looking for a new challenge, we encourage you to apply.
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