Hervey Bay, Hervey Bay & Fraser Coast QLD Full time Financial AdviserAre you an experienced Financial Adviser ready to join a leading financial planning firm in Regional Queensland?If so, read on... Join an Award winning and leading Financial Planning Company Enjoy flexible working hours and a competitive salary Located in the beautiful Hervey Bay About the company: The Fraser Coast (including Hervey Bay, Maryborough and Bundaberg) in QLD offers a relaxed beach lifestyle with a rich cultural heritage and promising growth opportunities.Being a part of RetireInvest Wide Bay's team can turn your financial goals into achievable plans, ensuring that while you enjoy the benefits of your beautiful surroundings, we are helping you build your ideal life, both personally and professionally.Over the past 28 years, our financial advisers have demonstrated a proven track record of helping clients achieve their goals.We strive to make our clients feel safe and demystify the complexities of financial planning and wealth creation, which has resulted in a strong profile and reputation in the local community, and a solid referral base.We believe financial planning is about more than just numbers.As a holistic financial advice firm, our team of specialists is known for their expertise in: Retirement Planning Superannuation Advice, including SMSF's Wealth Creation and Investment Advice Aged Care What can the Company offer?A client base of at least 50 existing clients to start your employment.Long term career progression and development opportunities.Extensive and ongoing professional development.Opportunity for future equity purchase for the right person.Fun and social team environment. What you will be doing and will be responsible for: The Financial Adviser is responsible for providing clients with a financial service that allows them to meet their financial and lifestyle needs.This role will have established relationships with clients and stakeholders, allowing them to deliver a high-quality level of service.The Financial Adviser will display a commitment to learning and development and the firm's vision and culture.The role includes servicing existing clients within the business while also expanding the organisation's client base.Key Responsibilities: Develop strategies and investment portfolios for clients.Prepare and review Records of Advice.Review reporting and compliance documents before client meetings.Communicate research and investment options to clients.Onboard new clients to the organisation using our proven advice process. Client Management & Relationships: Engage with clients professionally and courteously.Maintain regular client contact and build strong relationships.Follow through on commitments and meet client expectations.Keep the team informed of any client-related issues.Provide solutions to improve processes, reduce costs, and increase income.Identify opportunities for additional client services and new business opportunities. Productivity Management: Keep accurate records and daily timesheets.Achieve productivity targets.Manage tasks effectively and complete them on time.Understand what is chargeable to the client and deliver excellent service.Participate in meetings and complete assigned action points.Achieve business KPIs and pursue professional development.Learn about the firm's products and services. What you look like and need to demonstrate to be successful: A minimum of 4-5 years' experience working in a financial services firm.Completed the minimum education standard and is FASEA accredited.Proficient skills in operating software programs used by the firm.Proficient MS Office skills.Excellent attention to detail.Strong numeracy and literacy skills.Developing understanding of any technical issues, such as changes to legislation or changes in reporting requirements.Skilled at meeting set deadlines.Strong communication skills, both written and oral.Good interpersonal skills and a collaborative approach to dealing with issues. To apply, please submit a cover letter outlining your relevant experience as detailed in the advertisement, along with your resume.We maintain the discretion to extend an offer at any stage of the recruitment process.If you are interested in the position, submit your application as soon as possible!#J-18808-Ljbffr