This business is a boutique, independent firm with clients queuing up to join. The business owners are incredibly well networked and have no problems attracting new clients, so this role does not require you to be a hunter.
Your role will be responsible for the provision of holistic advice to a broad range of clients including retirement & investment planning, wealth creation, income streams, taxation, superannuation, SMSF's, and personal insurance. These clients are already existing clients who will be introduced to you by their current advisor for you to take over the management of their portfolios. You will develop and sustain long-term relationships and ensure your advice is fully compliant with all legislative and AFSL requirements.
The Business owner is highly approachable and open to training ad development. You will be supported by a dedicated team of Client Services Managers and Paraplanners.
To be considered for this role, you must have the following:
Minimum of 12-18 months experience providing face-to-face holistic advice or 2 years as an Associate Advisor who has experience attending client appointments and the ability to be quickly trained
Focused on due diligence and compliance
Excellent technical knowledge
Strong communication skills
Motivated and passionate about financial planning
This company can offer you the opportunity to work from home 1-2 days per week post covid.
16/11/2020$0Bayside & South Eastern Suburbs1 Banking & Financial Services
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