
Senior Financial Professional Wanted
1 week ago
Job Summary
We are seeking an experienced financial professional to fill a key role in our business. As a key member of our team, you will play a pivotal part in helping us grow and achieve our goals.
Main Responsibilities
- Compliance management for client files
- Reviewing Statements of Advice (SoA) and Risk Advice documents
- Collaborating with administrative support and paraplanning teams
- Liaising with clients on risk-related matters
- Being a licensed and registered ASIC Advisor who has passed the FASEA exam
- Directing and instructing staff
- Excellent written and verbal communication skills
- Strong experience in financial planning, particularly in risk areas
What We Offer
Full paraplanning and administrative support
$225,000 On-Target Earnings
No business development required
Equity partnership opportunity
Requirements
- 5+ years of experience as a financial adviser
- Strong knowledge of financial planning and risk management
- Exceptional communication and interpersonal skills
- Able to work independently and as part of a team
- Highly organized and able to prioritize tasks effectively
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