Established multi-award winning financial planning firm, Rewarding role for a motivated and outcome oriented adviser, Focussing on our clients in Geelong and surrounding districts.
Community Financial Services is an established and multi award-winning financial planning practice looking for an adviser to join our expanding team. With a client first focus and a high performance culture, our business is passionate about all client goals & outcomes underpinned by the development and maintenance of long term trusted client relationships. Our clients, advisers and offices are spread across Melbourne, Greater Geelong, Colac and Brisbane.
Additionally, our business model supports both employed and self-employed advisers, catering for multiple career pathways and experience levels by providing support across paraplanning, client services and administration.
Our business is seeking to employ an adviser who is looking to join our high performing team in the Geelong district. If you enjoy working with a range of existing clients and have exceptional client engagement skills this could be the right role for you.
This role will suit a friendly, motivated and outcome orientated Financial Adviser with great interpersonal skills and the ability to inspire people to action. You will be able to show high levels of consistency in terms of activity management, the ability to gain clients trust and respect and a strong service and relationship building ethos. You will be able to work as part of a team and autonomously.
Ideally held an Authorised Representative status on the ASIC register in the past 12-24 months
Strong focus on providing quality advice
A firm understanding of regulatory requirements
At a minimum hold a Diploma of Financial Planning, with a commitment to meeting FASEA standards
Strong compliance history - audit reports will be requested
This is an excellent opportunity for an enthusiastic, relationship focussed individual wishing to develop a long-term career within a supportive and progressive team environment. If you have strong professional ethics and would like to be rewarded for your contribution to a dynamic team, please apply now.