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Careers, financial adviser, financial planners, financial plans, independent financial adviser, total and permanent disability insurance, retirement planning, insurance, self managed super funds, superannuation, wealth management, business risk solution, business succession, business services, financial health checkup, life insurance
Are you looking for a change or looking for a start?
Due to business growth, we are currently seeking financial and risk advisers.
We are currently seeking a like-minded and enthusiastic Financial Adviser who is a business builder and has the ability and drive to build their own book of clients and be rewarded for this. As a Financial Adviser your key responsibility will be proactively building client relationships.
Accountability for this position:
• Prospecting and developing new clients and client sources
• Maintaining and growing this client portfolio
• Present new, review and specific advice plans to the client portfolio
• Provide ongoing advice to clients
You will be providing advice on personal and business protection strategies, estate planning and aged care, wealth accumulation and protection strategies, and you will be supported by a strong internal support system including a team of para planning, client service officers and an automated workflow through XPLAN.
The Successful applicant will have:
• A demonstrated ability to build a client base
• A demonstrated ability to maintain effective client relationships
• Min 3 years financial planning experience or relevant financial services experience
• DFP 1-8 and working towards Bachelor or Master of Financial Planning
• You may have an existing book of clients that you bring across.
Register your interest now by submitting your CV directly to: firstname.lastname@example.org
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