Financial Advisor

3 days ago

Perth, Western Australia West End Group Pty Ltd Full time $60,000 - $120,000 per year

Company Description

West End Group Pty Ltd specialises in helping individuals manage the complexities of their personal and financial lives. Our Family Office services provide personalised guidance to help clients achieve their life goals. From insurance to investments, we take care of all the important financial details, ensuring they are continually monitored and optimised. Based in Perth, WA, however with client in all states of Australa, we offer a free initial appointment to get you started on taking charge of your life's business.

Role Description

This is a full-time on-site role for a Financial Advisor, located in Perth, WA. The Financial Advisor will be responsible for providing personalised financial planning and advisory services to clients. Daily tasks include evaluating financial goals, creating tailored financial plans, advising on investments, retirement planning, annaul reviews of the existing client base, and other financial matters. The advisor will work closely with clients to monitor and update their financial plans to ensure continued progress towards their objectives. There is also potential to be a partner and purchase equity in the business.

Qualifications

  • Financial Planning and Financial Advisory skills
  • Expertise in Finance and Investments
  • Experience in Lifestyle & Retirement Planning
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to work independently and collaboratively with a team
  • Relevant certifications and qualifications in Finance or related fields.

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