Financial Advisor

vor 4 Wochen


Perth, Österreich Beckway Professionals Vollzeit

About our client:Our client is a large public practice firm, based in the heart of the CBD.
They specialise in business services, tax, SMSF, advisory services and financial planning and broking to SME businesses.
The office consists of over 40 staff and boasts an exceptional staff benefits package
About the position:This is a great opportunity for an experienced Financial Advisor to join an established and supportive firm.
You will be working with 3 Directors/Advisors, 2 Financial Advisors, 2 Paraplanners, and 3 admin support staff.
2 Directors specialise in Finance and Investments, while the 3rd Partner specialises in Insurance and Mortgage Broking.
The firm welcomes an advisor with a generic advisory background.
You will gain a few clients from each Partner and receive a few referrals each week from the large team of tax accountants.
Experience in using Xplan software is desirable.
Benefits: Your birthday afternoon off workBreakfast/cereals provided dailyFlexible working hours after completing the probation periodWeekly morning teas providedChamp of the Month competitionSporting eventsSocial Club, paid by the companyCooking for Ronald McDonald CharityBranded work polosRequirements: Financial Planning Degree and/or relevant qualificationsMinimum of 2 years experience as a Financial AdvisorExperience in using XplanExceptional verbal and written skillsHave full working rights in Australia - Permanent Resident or CitizenHow to apply:To apply, please send your CV to .
If you would like to have a confidential discussion about the position, please contact Nadene directly on .
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