FAAA Board, Financial Advice Association of Australia
|
Canberra
16 Sep
FAAA Board, Financial Advice Association of Australia
Canberra
About the role
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 environment, supported by robust systems, collaboration and shared success.
Key responsibilities
Service a cohort of clients
Work with referrals to convert to fee paying clients
Provide holistic advice across Wealth Management, Superannuation and Insurance
About you
3 plus years experience as a Financial Advisor
Experience across the full spectrum of advice currently providing holistic advice across Wealth Management, Superannuation and Insurance
Attention to detail
Sound interpersonal skills
Ability to work autonomously
Experience with XPLAN is highly regarded
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📌 Financial Planning (Canberra)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Canberra
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