Financial Adviser

About the company:

There is an excellent opportunity for an experienced financial adviser to join one of the fastest growing practices in Brisbane. They provide holistic financial advice to a broad client base. 

This opportunity is well suited to an adviser with 2+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth.

Benefits:

• Existing clients and new client leads provided
• Join a business that is growing and acquiring books
• Streamlined processes and full back office support provided
• Earn excellent bonuses - OTE $180k + 
• Fun and social team culture
• Flexible hours

• You will be provided with existing clients, and new client leads to onboard 
• Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice
• Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses
• Provide an excellent level of client service 
• Work collaboratively with in-house paraplanning and admin staff

• Completed FASEA educational requirements
• 2+ years experience as an authorised financial adviser
• Xplan experience
• Experience providing advice on superannuation, personal insurance and investments
• Confident and experienced at handling leads and onboarding new clients
• Well presented and excellent communication skills
• Able to work in a fast paced environment