Personal Financial Advisor Wanted
1 week ago
We are seeking a skilled financial advisor to join our expanding portfolio. With an established client base, you will have direct access to a dedicated support team and paraplanning services.
Your key responsibilities will include managing cash flow, pre- and post-retirement planning, wealth accumulation, personal protection needs, debt management, and aged care requirements.
Key Attributes & Requirements- A courteous and respectful approach with strong interpersonal and communication skills
- Relevant degree in Financial Planning or related field
- Compliance with Treasury/ASIC education standards and the Ethics Exam
- Ability to work autonomously and as part of a team
You will be expected to demonstrate consistency, earn client trust, and maintain a strong service ethos. Excellent written and verbal communication skills are essential for this role.
Benefits and OpportunitiesThis is an excellent opportunity for a motivated financial advisor to grow their career and make a positive impact on clients' lives.
You will have the chance to work with a diverse range of clients, develop your skills, and expand your knowledge in the field of financial planning.
- Ongoing training and development opportunities
- Dedicated support from a experienced team
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