Financial Adviser | Aged Care Specialist

About the company:
Our client is a fast growing and high-reputable financial planning business, specialising in aged care advice. They are the largest aged care advice business in QLD, with a strong national presence. Their office is located in the outside suburbs of the Brisbane CBD, which is easily accessible by public transport or parking available.

About the role:
To keep up with continued business growth, we are seeking an experienced financial adviser to join this supportive team. No sales or BD is required in this role, the focus will be on client meetings and providing sound, quality advice. You will need to be empathetic and have a strong attention to detail. Aged care experience is not essential, but experience working with retirement planning will be advantageous.

Duties:

• Warm leads/referrals provided
• Convert leads into client meetings
• Conduct 8-10 appointments per week
• Provide exceptional service to clients
• Minimal admin work required (file notes, fact finds)
• Full CSO/Paraplanner support

• Experienced working with Aged Care or Retirement Planning advice
• Able to handle a high volume of work
• Excellent communication skills - comfortable dealing with clients and onboarding new clients
• Empathetic
• Strong attention to detail
• Professional and presentable

• Uncapped bonus scheme
• Onsite car park provided
• Onboarding, training, and development program
• Support for your Aged Care Accreditation
• Social team environment, team events & activities
• No overtime or after hours work expected
• Work with a leader in the industry