Our client is a high quality, boutique financial advisory firm, with an excellent reputation in the industry. The business works with individuals, families and businesses across a full range of financial planning services. It's a close knit team, who value each other's company and it's a supportive nice place to work.

Due to growth, they are looking for a qualified financial planner, who is passionate about quality advice and their career, and treating people the right way. You will inherit clients so there's no expectation to "bring a book". You can come from a more generalist background or specialise in wealth, life or superannuation in your current role.

Responsibilities

• Provide quality advice to your clients
• Organise meetings/reviews with clients and develop investment strategies and life and super advice
• Manage client relationships and drive new business through your work
• Be present in the market from a brand perspective and occasionally attend events and write content

Background Required

• Proven experience as a Financial Adviser (FASEA approved qualifications)
• Experience working with HNW individuals beneficial
• Passionate about servicing clients and passionate about your career
• Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client's best interest
• A proven team player who enjoys working in an office environment

There are many financial advisory firms out there but this business is genuinely unique because of their people and the care and attention they offer their clients. You will be joining a motivated and highly professional unit and you will have a chance to work with a real leader who will help you develop your skills and knowledge.

If this could be a role of interest, then please reach out to John Molony ([email protected]).