Are you an experienced Holistic Financial Advisor keen to join a thriving business who can provide you with a flow of leads and referral opportunities?
If you are a talented and passionate adviser who puts the client’s needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!
This is a rare and exciting opportunity to join an established Financial Planning firm, in a role that offers career development and could possibly evolve to become the role of a Practice Principal in the future. Either way, you will be able to really grow your career and reach your full potential.
This opportunity will suit a pro-active adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently but will be part of a strong team, with dedicated support provided by an award-winning network.
As a Financial Advisor your Roles & Responsibilities include:
1. Managing client enquiries and the advice process end-to-end, including booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business, both for mortgages and financial planning needs.
2. Building and developing relationships with clients who really value quality service.
3. Preparing sound financial plans to ensure clien...