Qualified Financial Adviser

Are you an experienced FASEA-compliant financial adviser, with a clean compliance background, who would like to join our team? We are after an adviser who can immediately help service clients and provide support and mentoring to graduates.

The right candidate will be expected to have: a high level of understand of superannuation, transition to retirement plans, and account based pensions. It is expected that defined workflows be followed. Exceptional communication skills – both written and verbal – are important, as is personal presentation.

The role of Financial Adviser involves:

  • Servicing a book of existing clients
  • Look to further grow and develop your client base through referrals and business development
  • Provide comprehensive financial advice
  • Conduct client meetings with new and existing clients
  • Work collaboratively with admin and paraplanning support
  • Assist with mentoring staff who are going through their Professional Year

The Central West region is a great option for those looking for a tree change. It offers excellent schools, affordable real estate, wineries and fine dining, all whilst less than a three-hour drive from Sydney.

To find out more, please send your CV and a cover letter to bwhitwell@finadvice.com.au

Investment Planning
Investment Planning

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Fin Advice - Superannuation
Superannuation Advice

Setting up your Super or SMSF

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Retirement Planning

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Personal Insurance

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