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In this Financial Adviser role you will be responsible for providing strategic holistic advice to both new and existing clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will build strong relationships with Accounting firms and Mortgage Brokers who work closely with the business as referral partners and provide them with warm leads. You will also prepare the plans, which will then get vetted, and will have full administrative support. Your focus will be on developing the client base and building strong client relationships.
Job Responsibility:
Providing strategic holistic advice to both new and existing clients
Building strong relationships with Accounting firms and Mortgage Brokers as referral partners
Preparing plans
Developing the client base and building strong client relationships
Requirements:
1 - 2 years experience working as a Financial Adviser (AR)
Strong strategic and business mindset
Ability to build strong relationships with clients
Great understanding of compliance frameworks in the advice industry
FASEA education requirements
Degree aligned with education requirements
Bachelor Degree
What we offer:
Attractive salary package
Opportunity to work in a successful and fun business