Job Description
- Boutique firm
About Our Client
This is an outstanding opportunity to join a collaborative, high-performing advisory team where you'll inherit an established client base while also having the opportunity to develop new relationships.
You'll work closely with experienced advisers, paraplanners and client service professionals, allowing you to focus on delivering high-quality advice and growing your portfolio.
Job Description
- Build and maintain long-term trusted relationships with clients
- Deliver comprehensive financial advice across:
- Superannuation
- Retirement Planning
- Investment Advice
- Wealth Creation
- Cash Flow & Budgeting
- Personal Insurance
- Estate Planning (in conjunction with legal professionals)
- Tax-effective investment strategies
- Conduct discovery meetings and identify clients' financial goal...