Job Description
About the role
n
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.
n
Key responsibilities
n
n
Service a cohort of clients
n
Work with referrals to convert to fee paying clients
n
Provide holistic advice across Wealth Management, Superannuation and Insurance
n
n
About you
n
n
3 plus years experience as a Financial Advisor
n
Experience across the full spectrum of advice currently providing holistic advice across Wealth Management, Superannuation and Insurance
n
Attention to detail
n
Sound interpersonal skills
n
Ability to work autonomously
n
Experience with XPLAN is highly regarded
n

📌 Financial Planning (Canberra)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Canberra