We are a financial planning firm dedicated to helping individuals and families achieve their financial goals. We specialise in providing comprehensive financial advice and strategic planning services to our clients. Our team is committed to delivering exceptional service, building lasting client relationships, and maintaining the highest standards of qualified integrity. We pride ourselves on creating a supportive work environment where our team members can thrive and develop their careers.
With offices located in Hobart, Launceston and Devonport, you will be comfortable working across both locations, meeting with clients and delivering exceptional advice and service. Best of all, a well-established client book is ready to be transitioned to the successful candidate, providing an excellent opportunity to step into the role and make an immediate impact.
What we're looking for:
- Minimum 2 years experience providing holistic financial advice
- Experience with XPLAN
- Strong knowledge of financial planning strategies, investments, superannuation, personal insurance, taxation and estate planning
- Ability to build and maintain trusted client relationships through regular reviews and ongoing engagement
- High attention to detail, with the ability to maintain accurate and compliant client records
- Sound understanding of regulatory requirements and industry best practice
- Contributing to team goals and supporting colleagues to deliver excellent client outcomes
- Problem-solving capability and a client-centric approach to financial advice
Apply now!
If you are an experienced Financial Adviser seeking a rewarding role with a respected firm, we would love to hear from you. Please apply now by submitting your resume and a cover letter outlining your relevant experience and why you are interested in joining our firm.