Financial Adviser

Currently due to growth a brilliant opportunity has arisen for an experienced Financial Planner Advisor (client focused) to join the team on a permanent basis in the Canberra office.  
 
Key Duties include:

  • Develop relationships with existing clients and provide strategic quality advice offering a client centric approach 
  • Prepare investment and strategic holistic advice to HNW clients (retirees and pre-retirees mainly)
  • Maintain high level compliance standards 
  • Identify opportunities for seminars and provide holistic wealth advice to customers with complex wealth needs
  • Meeting CPD hours of professional development training per annum
  • Grow new business in agreed target markets through networking activities 
  • Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
  • Commissions are based on client retention and compliance (little focus on revenue target)

About You

  • Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
  • ADFP and/or CFP Qualified
  • Tertiary Qualifications desirable 
  • FASEA Approved degree completed (preferred)
  • SMSF qualification's preferred
  • FASEA CPD compliant at current workplace 

16/03/2020 $0 ACT 1 Banking & Financial Services
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