Financial Services Professional

3 weeks ago


Ballarat, Victoria, Australia Randstad Full time
About the Role

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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