Financial Advisor

Work closely with Partners of an Accounting firm who will make referrals to you

Brighton location

Reputable business with a loyal client base

This organisation is a highly reputable Financial Planning firm that has a rare and exciting opportunity for an experienced and qualified Financial Advisor to join its team.

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, estate planning, superannuation, SMSF's, personal insurance and much more. You will develop and sustain long-term relationships and ensure your advice is fully compliant with all legislative and AFSL requirements. You will be introduced to new clients by the Accountanting and Mortgage Brokering divisons.

The General Manager of this business is highly approachable, and the team is high-performing with a great culture. You will be supported by a dedicated team of Associate Advisors, Paraplanners and Client Services Managers.

This role is suited to someone who enjoys onboarding new clients. You must be motivated by success, and you will be highly rewarded for it.

To be considered for this position you must have the following:

Minimum of 3 years experience providing face-to-face holistic advice

Tick the FASEA boxes

Focused on due diligence and compliance

Excellent technical knowledge

Strong communication skills

Team player

If you are interested in this career opportunity, please send your resume to:

Kiera Brown

Director, FS Recruitment Solutions

[email protected]

0409 598 111