Move to Mackay! Our client is a respected business in Mackay who's looking for an experienced Financial Adviser to join their team. Relocation bonus of up to $10k on offer!
Our client is a dynamic and growing team dedicated to providing exceptional financial planning services to clients in the Mackay Region and beyond. As part of a larger, values-driven organization, they prioritize community, inclusivity, and professional excellence.
About the Role
This full-time role is an opportunity to deliver comprehensive financial planning services to a well-established client base while actively building new client relationships. You'll provide ongoing advice, guidance, and support, maintaining face-to-face and phone contact with clients. Your expertise will help clients achieve their financial goals, while your proactive approach will drive business growth.
Key Responsibilities
* Conduct interviews and reviews for prospects and existing clients.
* Deliver technically sound financial planning advice tailored to individual client needs.
* Stay informed about financial products, services, and market trends.
* Build and maintain strong relationships with external referral sources.
* Meet targets for funds under management, fees generated, new client acquisition, and client retention.
* Ensure compliance with all relevant procedures, processes, and legislative requirements.
What We Offer
* A unique 9-day fortnight and 5 weeks of annual leave .
* Competitive salary & bonus structure
* Discounted private health cover
* Free, confidential Employee Assistance Program for you and your family.
* Opportunities to be part of a purpose-driven company that values community and inclusivity.
Knowledge, Skills & Experience
* 3-5 years of experience as a Financial Advisor, with full FASEA compliance.
* Proficiency in Xplan and the Microsoft Office Suite.
* Excellent communication and relationship management skills.
* Ability to work autonomously and as part of a team.
* Strong compliance and technical knowledge of legislative and regulatory requirements.
This is your chance to join a supportive, forward-thinking team and make a meaningful impact in the financial lives of our clients.
Please apply by hitting the "apply now" button, or email or call Jade 0439 722 801 for more information
Due to a high number of applicants, only successful candidates will be contacted.
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