Are you an experienced Financial Adviser looking for your next career opportunity with a business that genuinely cares about you and its clients?
If you’re a Financial Adviser looking for a role you can truly make your own, this is your opportunity! You'll manage existing clients and referrals while contributing to the business more broadly, working alongside a team of professionals to deliver comprehensive financial services. Bring your expertise, collaborative mindset, and people-focused approach to make a meaningful impact in this vibrant and supportive team.
Join a thriving financial services firm on the Sunshine Coast during an exciting growth phase. They take a holistic approach, offering tailored solutions to help clients grow their income, manage compliance, and achieve financial freedom. With a strong focus on relationships, they provide strategic financial advice to meet and exceed client expectations. They are seeking a hands-on, accountable, and reliable adviser who values culture and a positive work environment.
Benefits to successful applicant:
* A competitive salary package and unique fee structure, with limited targets/kpi’s
* 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 manage 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 organized and highly process driven to ensure compliance in all considerations
* Maintain industry/market knowledge
We are looking for someone with:
* FASEA Qualified, and an experienced 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
* 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 manage their role autonomously
If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contact Renee Coyne at Fuse Recruitment on 0430 566 309.
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