Financial Expert
1 day ago
A forward-thinking business is seeking an experienced professional to empower a brighter future by connecting people with their assets – safely, securely and responsibly.
Key Responsibilities:- Delivering straightforward, high-quality advice to clients via phone
- BUILDING strong relationships with clients and referral sources
- Breaking down complex financial concepts into clear, actionable guidance
- Collaborating with a supportive team including specialists, experts, and compliance professionals
- Contributing to a positive team culture focused on client outcomes
- 1–3 years' experience in a financial advisory role
- PASSION for helping people and delivering client-centric advice
- Strong technical knowledge across financial planning disciplines
- Near completion or enrolled in relevant qualifications
- Registered on the ASIC Financial Adviser Register and compliant with regulatory requirements
We are an inclusive employer who values diversity and promotes a flexible work environment where our team members can thrive, and their wellbeing is supported.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
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