Financial Advisor

East Gippsland Permanent

Having recently moved to the Latrobe Valley area with his family, Joshua is quickly establishing himself in the local business community.Joshua has held various leadership and management roles whilst gaining valuable recruitment experience working for companies such as Apple, Teleperformance, IBM Australia, IVE Group Pty Ltd and Monash Health. With qualifications in information technology, quality customer service best practice and leadership training, Joshua is well placed to assist local business with their staffing challenges.A highly capable and motivated individual with a passion for providing excellent customer service, Joshua believes in collaboration with his clients to correctly identify and define their problems. This approach builds trust and enhances business relationships and allows for easier, more efficient and effective outcomes.With experience gained through an extensive sales, marketing and customer service background Joshua has consistently delivered results for his employers and clients alike. By working closely with his clients to ensure the exact job requirements are defined, Joshua is able to build strong job advertisement campaigns that are designed to reliably attract the right applicants.To get started with the recruitment process today, or to see how else Joshua may help your business, contact him on 0447 742 665 or via [email protected]

Recruiter :
Joshua Down

Joshua Down
  • Reputable financial planning firm seeking motivated Financial Advisor.
  • Join a supportive team focused on providing impactful financial advice.
  • Advance your career and make a meaningful impact in a dynamic work environment.
About Our Client:
Our client is a reputable firm dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships, we provide tailored strategies and solutions that align with our clients' needs. Our team values professionalism, compliance, and delivering an excellent client experience. As a member of our team, you will have the opportunity to work in a supportive environment that fosters personal growth and career development.
  
About the Role:
We are currently seeking a motivated and skilled Financial Advisor to join our team on a full-time or part-time basis. Reporting to the Partner - Financial Planning, you will play a crucial role in building and maintaining client relationships and providing strategic financial advice. Your responsibilities will include developing tailored strategies, maintaining compliance, and delivering an exceptional client experience. Strong knowledge of financial planning compliance, excellent communication skills, and a dedication to continuous development are essential for this role.
  
Key Responsibilities:
  • Build and maintain relationships with new and existing clients.
  • Develop strategies and solutions that align with clients' goals and needs.
  • Provide strategic and holistic financial advice to clients.
  • Deliver an excellent client experience to maximize retention and referrals.
  • Collaborate with internal teams to ensure timely execution of recommendations.
  • Maintain technical knowledge of compliance requirements.
  • Liaise with other Financial Advisors and admin support, providing guidance when needed.
  • Grow a portfolio of clients and generate qualified leads.
  • Meet with clients to deliver initial and ongoing financial advice.
  • Ensure compliance and high-quality advice documentation.
  • Work closely with administration support to implement advice and complete client tasks.
  
Key Skills and Experience:
  • Relevant Degree in financial planning or a related field.
  • FASEA compliant and passed the Adviser exam.
  • Full compliance with CPD training requirements.
  • Registered advisor with ASIC and no disciplinary actions.
  • Minimum of three (3) years of experience as a financial advisor/planner.
  • Strong understanding of financial planning compliance and regulations.
  • Competent at writing advice documents and asset management skills.
  • Experience with HNW and SMSF (preferred but not essential).
  • Excellent communication and interpersonal skills.
  • Strong time management and attention to detail.
  • Ability to work autonomously and as part of a team.
  • Continual development mindset and willingness to learn.
  • Proficiency in financial markets, economics, and financial products.
How to Apply:
All applications MUST be received via the GBS Recruitment website (www.gbsrecruitment.com.au), Job ID#691496. For a confidential discussion regarding this role, please contact Joshua Down on 0447 742 665 or [email protected]

Referral reward:

Banking & Finance > Banking & Finance Financial Planning

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