Financial Adviser

About the company:

This is an excellent opportunity for an experienced financial adviser to join a well established business located in Brisbane CBD. They provide holistic financial advice to a broad client base. 

This opportunity is well suited to an adviser with 3+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth.

Benefits:

• Substantial existing client book
• New client leads provided
• Join a business that is growing and acquiring books
• Streamlined processes and full back office support provided
• Plenty of opportunity and resources available to grow your client book
• Earn excellent bonuses

• You will be provided with an existing client book to manage
• Receive new client leads and onboard new business
• Provide holistic advice with a focus on superannuation, personal insurance and investments
• Provide an excellent level of client service 
• Adhere to all compliance requirements
• Work collaboratively with paraplanning and admin staff

• Completed FASEA educational requirements
• 3+ years experience as an authorised financial adviser
• 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