This privately owned financial advice group is a well established firm with offices in Sydney and Melbourne. CBD based in very professional offices, their team is made up of very experienced and successful financial advisors who have a diverse and affluent client base.
This role will give you the opportunity to build a strong career in Financial Planning. You will be providing holistic advice to a wide range of clients and will have all the support you need to achieve your targets. You will work alongside a friendly and hardworking team and will take care of an existing book of clients while developing new business. The role will suit enthusiastic, energetic and ambitious people who want to develop their skills and experience.
You will need to be DFP compliant. You will have previous experience presenting SOAs on your own. Outstanding sale and relationship building skills are necessary. The right person will be rewarded with a lucrative salary package and the opportunity to build a strong career in the Wealth Management industry.
To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email Jeremy.firstname.lastname@example.org.