FAAA Board, Financial Advice Association of Australia
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Canberra
18 Sep
FAAA Board, Financial Advice Association of Australia
Canberra
Job Description
About the role
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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 setting, 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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- Attention to detail
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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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📌 Financial Planning (Canberra)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Canberra
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