About the Company
With offices in Bundaberg and Brisbane, our Client is a leading self-licensed financial advice firm that helps clients navigate financial decisions at different stages of life, with services that span superannuation, retirement planning, investments, wealth protection, self-managed superannuation, debt management and estate planning considerations.
The firm’s approach centres on understanding each client’s circumstances, developing tailored strategies and providing ongoing reviews as their needs evolve.
The Role
- Oversee and build trusted relationships with an existing portfolio of pre-retiree Clients
- Develop and present appropriate financial strategies in clear, practical language
- Guide clients through implementation and ongoing advice reviews
- Maintain accurate client records and high standards of advice documentation and compliance
- Work with colleagues and other professional advisers to coordinate client outcomes
- Identify opportunities to assist clients with changing or additional advice needs
About you
You are a thoughtful,
professional Adviser who listens carefully, communicates clearly and follows through on commitments. You will be interested in dealing with pre-retiree Clients with wealth of $1million and above and have at least four years experience as an Adviser coupled with appropriate qualifications, professional and regulatory requirements applicable to adviser status.
Benefits on offer
This role offers the opportunity to do meaningful work by helping people understand their options, navigate important decisions and move towards greater financial confidence.
On offer is a base salary of $130,000 plus super with incentives and the prospect to earn $200,000 - $280,000 per annum. A collaborative company culture, full administrative support and the opportunity to become a shareholder all await the successful Candidate.
Contact Daniel Jensen
0401 238 901
[email protected]
www.voyagerrecruitment.com.au
📌 Senior Financial Adviser - Bundaberg (Bundaberg Central)
🏢 Voyager Recruitment
📍 Bundaberg Central