Financial Planning Specialist

3 days ago


Townsville, Queensland, Australia Jobs via eFinancialCareers Full time
About the Role

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
  1. Client Communication: Proactively communicate with clients to determine their financial needs and provide tailored solutions.
  2. Financial Planning: Assist in providing strategic financial planning and investment advice, including investment structures, estate planning, superannuation, and retirement planning.
  3. Client Meetings: Participate in client meetings with Advisers/Partners to discuss financial plans and provide recommendations.
  4. Compliance: Ensure advice documents are compliant with industry legislation, regulation, and company policies and procedures.
Requirements
  1. Qualifications: FASEA approved degree.
  2. Career Aspirations: An interest in progressing your career to become a more experienced Financial Adviser.
  3. Skills: Strong attention to detail and ability to prioritize workload.
  4. Team Player: Ability to work and thrive in a team environment.
About Our Team

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 Us

We 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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