Financial Advisor I am working with a well established Wealth Management firm in the central Gold Coast area who are looking to grow their teams with top talent before the end of financial year.

Benefits:
  • Competitive salary package.
  • Established client base.
  • Flexible work arrangements, including the option to work onsite or remotely.
  • Supportive and collaborative work environment.
  • Opportunity to work with a diverse range of clients and make a significant impact on their financial futures.
About the role:
  • Provide expert financial advice to clients on superannuation-related matters, including investment strategies and retirement planning.
  • Conduct thorough financial analysis to assess clients' current financial situations, goals, and risk tolerance.
  • Develop tailored financial plans and strategies to optimize clients' superannuation outcomes based on their unique needs and objectives.
  • Complete annual reviews.
  • Stay up-to-date with relevant legislation, regulations, and industry trends in superannuation to ensure compliance and provide accurate advice.
  • Collaborate with internal teams to ensure a seamless client experience and successful implementation of financial plans.
  • Build and maintain strong client relationships through effective communication, regular reviews, and ongoing support.
Requirements:
  • Bachelor's degree in a related field.
  • FASEA completion and relevant industry certifications
  • Strong knowledge of superannuation products, regulations, and taxation implications.
  • Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
  • Detail-oriented with strong organizational and time management skills.
  • Proficiency in using financial planning software and tools.
  • Ability to work independently and collaboratively in a remote or onsite environment.
Please note that only shortlisted candidates will be contacted for further assessment.

Contact Jasper on 0423 736 383 or at jpritchard@andersenpartnership.com for a confidential discussion to find out more information. Appy Now

Key Job Specs

  • Listed: 28 May 2024
  • Location: Gold Coast
  • Work Type: Permanent / Full Time

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09. Jasper Pritchard

Jasper Pritchard

Recruitment Consultant
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