Financial Adviser
vor 2 Monaten
Our client is a dynamic and growing team dedicated to providing exceptional financial planning services to clients in the Mackay Region and beyond.
As part of a larger, values-driven organization, they prioritize community, inclusivity, and professional excellence.
About the Role
This full-time role is an opportunity to deliver comprehensive financial planning services to a well-established client base while actively building new client relationships.
You'll provide ongoing advice, guidance, and support, maintaining face-to-face and phone contact with clients.
Your expertise will help clients achieve their financial goals, while your proactive approach will drive business growth.
Key Responsibilities Conduct interviews and reviews for prospects and existing clients.Deliver technically sound financial planning advice tailored to individual client needs.Stay informed about financial products, services, and market trends.Build and maintain strong relationships with external referral sources.Meet targets for funds under management, fees generated, new client acquisition, and client retention.Ensure compliance with all relevant procedures, processes, and legislative requirements.What We Offer A unique 9-day fortnight and 5 weeks of annual leave.Competitive salary & bonus structure.Discounted private health cover.Free, confidential Employee Assistance Program for you and your family.Opportunities to be part of a purpose-driven company that values community and inclusivity.Knowledge, Skills & Experience 3-5 years of experience as a Financial Advisor, with full FASEA compliance.Proficiency in Xplan and the Microsoft Office Suite.Excellent communication and relationship management skills.Ability to work autonomously and as part of a team.Strong compliance and technical knowledge of legislative and regulatory requirements.This is your chance to join a supportive, forward-thinking team and make a meaningful impact in the financial lives of our clients.
Please apply by hitting the "apply now" button, or email ****** or call Jade 0439 722 *** for more information.
Due to a high number of applicants, only successful candidates will be contacted.
If you are looking for the opportunity to work for a dynamic organisation with genuine long-term prospects for the future, please APPLY NOW.
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