Financial Services Professional
3 weeks ago
We are seeking a highly skilled and experienced Financial Services Professional to join our team as a Strategic Advice Specialist. In this role, you will work closely with Senior Private Client Advisors to provide exceptional service to our HNW clients.
Key Responsibilities:
- Support Senior Private Client Advisors in delivering outstanding holistic financial advice to HNW clients
- Develop and maintain strong relationships with clients to enhance their experience
- Take on clients and work with them to achieve their financial goals
- Collaborate with the team to deliver great results for our clients
About the Company
We are a highly regarded and well-established independent advice firm with a strong client-centric approach. We have a proven track record of delivering exceptional results for our clients and are committed to providing a collaborative and supportive work environment.
Requirements:
- Extensive experience working as a Paraplanner or Associate Adviser
- Strong understanding and passion for the advice industry
- Strong business acumen and ability to build strong relationships
- Great understanding of compliance frameworks in the advice industry
- Tertiary degree aligned with FASEA education requirements
What We Offer:
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Financial Services Professional looking for a new challenge, we encourage you to apply.
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