The Role

With the continued growth of the financial advice business, an opportunity has arisen for an experienced financial adviser.

Through solid client service you will focus your time on servicing an existing book of well-established clients, with the on-going view to grow the book through new clients sourced by your own referral network. Using all the provided resources of the business you can also benefit from full paraplanning and admin support:

- Engage and service a strong book of clients
- Conduct discovery meetings with prospective clients and take them through the advice process
- Build trust, understand client goals, and guide them through the decision to engage with the business

Skills & Experience

As the ideal candidate for this role you will have:

- Proven background in financial advice
- Comfortable with presenting solutions to high-value clients
- 5+ years industry experience
- 3+ years in providing advice

New-to-Industry Mortgage Broker [Mentorship Included]

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📌 Senior Financial Adviser (Brisbane)
🏢 Vivere Recruitment Group
📍 Brisbane