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Financial Adviser - Cairns

Job Title: Financial Adviser - Cairns
Contract Type: Permanent
Location: Australia - QLD
Industry:
Reference: 3143174 - 2
Contact Name: Toby Walsh
Contact Email: t.walsh@ensurerecruitment.com.au
Job Published: July 03, 2020 10:18

Job Description

This well established and professional financial planning firm is dedicated in providing the best possible service to their clients.  Due to expansion, they currently have an opportunity for a dedicated professional to join their successful team.

Our client is a full service advice business, committed to providing quality financial advice and service to their high net worth and mum and dad clients.  
Their clients benefit from having access to the full range of holistic advice including Wealth Accumulation, SMSF, Retirement, Superannuation, Estate Planning and Risk.

The Role

Providing high-quality financial advice to new and existing HNW clients. Managing client relationships by identifying individual client needs and servicing these needs in a manner which ensures value to the client as demonstrated by high client retention rate. 

With full support of client services and paraplanning departments, you will be able to focus on client relationships and ongoing service.
  • Managing an existing book of HNW clients;
  • Managing client relationships and identifying individual client needs;
  • Providing technically strong advice to key client segments; 
  • Ensuring advisory standards, process and controls are adhered to;
  • Providing a high level of service that matches client expectations
  • Provide technically strong and compliant holistic financial advice 
  • Meet with clients face to face to discuss a clients' financial planning aspects including Investments, Superannuation, insurance, holistic planning needs, SMSF's and other applicable advice requirements. 
  • Offer high level client advice and service to all clients at all times maintain sound ongoing relationships, and identify and complete all potential business opportunities (both short and long term)
  • Be seen as a trusted adviser 
About You
Currently you will be working as a Financial Planner within the Financial Planning industry.  You will have demonstrated high values, integrity and have strong ethical behaviours. 

To be considered for this role you need to possess the following attributes:
  • Be registered on the Financial Adviser Register (required)
  • Have relevant qualifications, preferably studying towards FASEA
To be considered for this opportunity confidentially please email your resume via the link below or to hear more about this role and other opportunities across the Wealth Management sector, please contact Toby Walsh on 0404971247 or t.walsh@ensurerecruitment.com.au

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