
Financial Adviser
True Financial
Posted 2 days ago
🌟 Join Our Boutique Financial Advisory Team – We're Hiring!
Are you a passionate financial adviser looking to make a real impact while working alongside a seasoned professional? Our boutique Fee for Service advisory firm is seeking a driven, client-focused Financial Adviser to join the team and help us continue delivering exceptional service even while the founder takes some well earned holidays.
🧭 About Us
We're a highly respected, client-first financial advisory practice with a reputation for integrity, personalised service, and smart strategies. Our founder is looking at taking some leave through the year, but we're committed to ensuring our clients continue to receive top-tier advice and support.
💼 The Role
As our new Financial Adviser, you'll step into a warm portfolio of loyal clients, providing expert guidance across investments, superannuation, retirement planning, insurance, and wealth creation. You'll collaborate closely with the founder and our support staff to maintain continuity and elevate the client experience. There is the ability to bring existing clients and maintain those relationships and also the opportunity to source your clients.
🔍 What We're Looking For
Proven experience as a Financial Adviser (minimum 3 years)
RG146 compliant and relevant tertiary qualifications
Exceptional communication and relationship-building skills
A proactive, ethical, and client centric mindset
Comfortable working independently and collaboratively
🎯 What You'll Get
Access to a loyal client base and strong referral network
Ongoing mentorship and collaboration with the founder
Competitive remuneration and performance incentives
A values-driven culture that prioritises trust and transparency
About True Financial
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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