Job Description
Advance Recruitment Partners - Canberra ACT
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You'll work closely with the Principal of the Business servicing a cohort of clients and working with referrals to convert to fee paying clients. You will form a key part of the advice team, working alongside dedicated, motivated and ambitious professionals in a high-performance workplace, supported by strong systems, collaboration and shared success.
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Key responsibilities
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Service a cohort of clients
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Work with referrals to convert to fee paying clients
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Provide holistic advice across Wealth Management, Superannuation and Insurance
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About you
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3 plus years experience as a Financial Advisor
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Experience across the full spectrum of advice currently providing holistic advice across Wealth Management, Superannuation and Insurance
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Sound interpersonal skills
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Ability to work autonomously
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Experience with XPLAN is highly regarded
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