Featured
Full-time
Financial Adviser
Wealth Management
$ 110,000 - $ 140,000
Fuse Recruitment Posted 03 Aug 2023
This job posting has expired.
Job Description
Join a friendly, experienced team with a wonderful work culture and be an integral part of the team helping clients navigate their finance goals!
Are you an experienced Financial Planner looking for your next career opportunity with a business that genuinely cares about you and its clients?
If you’re a Financial Planner and eager to step into a role that you can make your own, this is the role for you! You’ll have a working environment to manage existing clients and referrals as well as contribute to the business more broadly by providing guidance and mentorship to junior team members. Bring your expertise, collaboration and people focussed approach to make a positive impact in this vibrant, supportive team.
Our client are seeking someone who can provide personalised service and comprehensive advice, is accountable, reliable, and loves being hands on with clients. Our client prioritise getting the right person for the role, who aligns to their work culture, placing a high priority on a positive culture and work environment.
We are looking for a friendly, driven and experienced individual who is keen to join an established and experienced team and integrate into their firm for the long term.
Who you will be working with?
Join this innovative and successful financial services firm located on the Gold Coast in an exciting growth phase. They are dedicated to a holistic approach with their clients, offering tailored financial solutions. Their personalised approach to their clients’ sees them work together to grow and manage incomes, handle compliance smoothly, manage tax strategically and to give their clients the life they want through their financial goals.
Our client pride themselves on their values and teamwork, striving to provide the right service and support to their clients. They focus on building relationships with their clients to identify their needs and offer finance solutions to meet and exceed their expectations.
Benefits to successful applicant:
Duties and responsibilities include:
We are looking for someone with:
If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contact Daniel Bercolli at Fuse Recruitment on 0413 270 875.
At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
#SCR-daniel-bercolli
#ChooseFuse
Are you an experienced Financial Planner looking for your next career opportunity with a business that genuinely cares about you and its clients?
If you’re a Financial Planner and eager to step into a role that you can make your own, this is the role for you! You’ll have a working environment to manage existing clients and referrals as well as contribute to the business more broadly by providing guidance and mentorship to junior team members. Bring your expertise, collaboration and people focussed approach to make a positive impact in this vibrant, supportive team.
Our client are seeking someone who can provide personalised service and comprehensive advice, is accountable, reliable, and loves being hands on with clients. Our client prioritise getting the right person for the role, who aligns to their work culture, placing a high priority on a positive culture and work environment.
We are looking for a friendly, driven and experienced individual who is keen to join an established and experienced team and integrate into their firm for the long term.
Who you will be working with?
Join this innovative and successful financial services firm located on the Gold Coast in an exciting growth phase. They are dedicated to a holistic approach with their clients, offering tailored financial solutions. Their personalised approach to their clients’ sees them work together to grow and manage incomes, handle compliance smoothly, manage tax strategically and to give their clients the life they want through their financial goals.
Our client pride themselves on their values and teamwork, striving to provide the right service and support to their clients. They focus on building relationships with their clients to identify their needs and offer finance solutions to meet and exceed their expectations.
Benefits to successful applicant:
- A competitive salary package PLUS bonuses and incentives
- A flexible approach with the ability to work from home as well as in the office
- Incredible offshore support and onsite team so you can focus on clients – collaborative and supportive working environment with a team based culture
- Opportunity to work with a dynamic team of experienced and friendly industry professionals
- Growth opportunities to further progress your finance career
- A team that genuinely care about their people and their happiness and development
- Lots of perks - career milestone rewards, recognition programs, quarterly firm events, monthly team lunches and morning tea’s, weekly team drinks, referral rewards, dedicated social and community team
Duties and responsibilities include:
- Manage existing clients and manage new business through leads and referrals
- Provide technical advice with complex strategies, high quality financial and risk management advice to clients
- Provide guidance and mentorship to junior/provisional advisers
- Provide an outstanding and efficient service to all customers
- Be well organised and highly process driven to ensure compliance in all considerations
- Maintain industry/market knowledge
We are looking for someone with:
- FASEA Qualified with experience as a Financial Adviser with knowledge across a range of strategies
- Thorough understanding of financial planning regulations and compliance, with a strong attention to detail
- Client focused and motivated to provide exceptional service and have a significant impact on the lives of clients
- A growth mindset and approach to their role
- Excellent verbal and written skills, with the ability to communicate at all levels
- Enjoy being part of a team and contributing to a positive culture, as well as manage their role autonomously
If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contact Daniel Bercolli at Fuse Recruitment on 0413 270 875.
At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
#SCR-daniel-bercolli
#ChooseFuse