Are you an experienced Financial Planner looking for your next career opportunity with a business that genuinely cares about you and its clients?
If you’re a Financial Planner eager to step into a role that you can make your own, this is the role for you! You’ll have a working environment to manage existing clients and referrals as well as contribute to the business more broadly, working with a range of professionals to service clients across a range of services. Bring your expertise, collaboration, and people-focused approach to make a positive impact in this vibrant, supportive team.
Join this innovative and successful financial services firm located on the Sunshine Coast in an exciting growth phase. They are dedicated to a holistic approach with their clients, offering tailored financial solutions. Their personalised approach to their clients sees them work together to grow and manage incomes, handle compliance smoothly, manage tax strategically, and give their clients the life they want through their financial goals. They focus on building relationships with their clients to identify their needs and offer finance solutions to meet and exceed their expectations.
Our client is seeking someone who can provide personalised service and comprehensive advice, is accountable, reliable, and loves being hands-on with clients. Our client prioritises getting the right person for the role, who aligns with their work culture, placing a high priority on a positive culture and work environment.
Benefits to successful applicant:
* A competitive salary package and unique fee structure, with limited targets/KPIs
* A flexible approach with the ability to work from home after probation
* Incredible onsite team so you can focus on clients – collaborative and supportive working environment with a team-based culture
* Opportunity to work with a dynamic team of experienced and friendly industry professionals
* Growth opportunities to further progress your finance career
* A team that genuinely cares about their people with monthly team building and development days
Duties and responsibilities include:
* Manage existing clients and new business through leads and referrals
* Provide technical advice with complex strategies, high-quality financial and risk management advice to clients
* Provide an outstanding and efficient service to all customers
* Be well-organised and highly process-driven to ensure compliance in all considerations
* Maintain industry/market knowledge
We are looking for someone with:
* FASEA Qualified with experience as a Financial Adviser with knowledge across a range of strategies
* Thorough understanding of financial planning regulations and compliance, with a strong attention to detail
* Client-focused and motivated to provide exceptional service and have a significant impact on the lives of clients
* A growth mindset and approach to their role
* Excellent verbal and written skills, with the ability to communicate at all levels
* Enjoy being part of a team and contributing to a positive culture, as well as managing their role autonomously
If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contact Sam Longfield at Fuse Recruitment on 0403 811 377.
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