Provisional Financial Adviser

1 week ago


Parkside, Australia Goldsborough Full time

Goldsborough Financial Services is a long established, and progressive Financial Planning Firm with spacious and newly renovated offices in Parkside. We pride ourselves on our client focus and strive to better our client’s financial position.
**_We also understand how important it is for you to find the right career - one that is challenging and diverse, that is provided within a supportive team culture._**

**The role**:
We currently have an excellent opportunity for a Provisional Financial Adviser** **to join our team busy team, to undertake their Professional Year (PY) training.

Working closely with our advising team and CEO, this role will offer variety, challenges and a clear career path as a Financial Adviser within our company. There is also the potential to become an equity holder in the business in the future

**The role**:

- The provisional financial adviser will be supported through their professional year and receive training and mentorship through all facets of financial planning; with an ultimate goal of servicing an existing group of clients.
- The option to source new clients will also be fully supported but not required.

***Essential Requirements**:

- Be completed or near completed an Approved Degree.
- Excellent verbal and written communication skills.
- Strong ability to build rapport with clients over the phone, video or in person.
- Be a team player and be able to balance professionalism with a bit of fun.

**Desirable**:
**The Successful Applicant**:
To be successful in this role, you will be a positive and proactive person with a desire to learn new things and take initiative. No prior experience is required as all training will be provided.

**Remuneration**:
An attractive salary arrangement commensurate with your skill set and experience will be offered to the successful applicant.

**Additional Benefits**:
As a member of the Goldsborough Team, you may also be eligible for 2 Well-Being Days per year, Study Allowances, flexible working arrangements, invitations to staff social events, onsite car-parking and more

**Hours**:
**To Apply**: