Financial Planning Specialist
3 days ago
We are seeking a highly motivated and ambitious individual to join our team as a Financial Adviser. As a Financial Adviser, you will play a key role in providing strategic financial planning and investment advice to our clients.
Key Responsibilities- Client Communication: Proactively communicate with clients to determine their financial needs and provide tailored solutions.
- Financial Planning: Assist in providing strategic financial planning and investment advice, including investment structures, estate planning, superannuation, and retirement planning.
- Client Meetings: Participate in client meetings with Advisers/Partners to discuss financial plans and provide recommendations.
- Compliance: Ensure advice documents are compliant with industry legislation, regulation, and company policies and procedures.
- Qualifications: FASEA approved degree.
- Career Aspirations: An interest in progressing your career to become a more experienced Financial Adviser.
- Skills: Strong attention to detail and ability to prioritize workload.
- Team Player: Ability to work and thrive in a team environment.
We have a highly experienced and collaborative team of Advisers, mentors, and Leaders who provide the tools and support needed to succeed as a Financial Adviser.
Our team is close-knit and works together to achieve our goals, with administration support provided through Client Services and internal paraplanning teams.
About UsWe are a privately-owned provider of integrated financial services, offering a range of wealth management, investment, lending, and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.
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Financial Planning Specialist
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Financial Planning Specialist
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Townsville, Queensland, Australia Findex Full time{"title": "Financial Adviser Role", "description": "Unlock Your Potential as a Financial AdviserAre you an ambitious individual looking to excel in Financial Planning and carve a path in the industry? We are seeking a talented Financial Adviser to join our Townsville team on a permanent full-time basis.As a Financial Adviser at Findex, you will be the point...
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Financial Planning Professional
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