Excellent company culture with room for progression
Our client is based on Brisbane's city fringe. They provide comprehensive professional services such as accounting, strategic financial planning and wealth management.
There is an excellent opportunity for an experienced financial adviser to join their growing team and manage a book of existing clients.
Benefits:
Be handed an existing client book - pilots, medical professionals, business owners
Additional warm client leads provided
Full in-house paraplanning and admin support
Risk advice handled by a separate risk specialist team
The role:
Servicing a book of existing clients
Look to further grow and develop your client base through internal leads and referrals
Provide comprehensive financial advice (minus risk)
Conduct client meetings with new and existing clients
Work collaboratively with admin and paraplanning support
About you:
5+ years previous experience as a Financial Adviser
Authorised Rep
Passed FASEA exam
Completed or working towards FASEA educational requirements
