Financial Advisor - are you currently an Associate looking to become a planner


  • Several Roles for Associate Advisors looking to progress
  • Located Bayside & Eastern Suburbs

The Company

As a result of significant growth this boutique financial planning practice is seeking several planners to join their business to assist with the existing clients and some new business as a result of this demand for quality advice.

This practice has over 20 years built a significant reputation with their clients and a track record for assisting the clients to develop strong financial success for the future.

About the Role

You will be responsible for an existing portfolio of clients providing holistic advice across investments, superannuation, insurance and some SMSF and Centrelink.

Qualifications and Experience

Ideally you will have been providing advice for 1-2 years and looking to take the next step in your career from Associate to Advisor, support will be provided to transition your career as you are viewing as long term for the future.

Relevant FASEA approved qualifications to provide financial advice or in the process of completing, knowledge of SMSF an advantage, together with strong communication and technical knowledge together with being able to build strategies and an understanding of the financial industry.

26/04/2021 $0 Bayside & South Eastern Suburbs 1 Banking & Financial Services
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