Financial Advisor

We are currently seeking a like-minded and enthusiastic Financial Advisor 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 Advisor your key responsibility will be proactively building client relationships.

Accountabilities of 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 planning analysts, client service officers and a fully 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 CFP or Bachelor or Master of Financial Planning
You may have an existing book of clients that you bring across.