Newly qualified Financial Planner (Leads and Referral networks) Are you a newly qualified Financial Planner ready to take ownership of client relationships and build your advice career? Just finished PY or 1/2 years as an Adviser Are you a number 2 to a current senior adviser and want a pathway way to run your own book An exciting opportunity has become available to join an established private wealth business entering a new phase of growth and expansion. Working directly alongside a highly experienced Financial Adviser, this role is ideal for an authorized representative / newly qualified Financial Planner who is technically robust and ready to step into a client-facing advice position. The Opportunity As a Financial Planner, you will: Work closely with a highly experienced Adviser to provide holistic financial advice Manage and develop relationships with an existing client base Conduct client meetings and provide ongoing strategic advice Benefit from a strong flow of leads and referrals Develop advice strategies tailored to clients' individual goals Work alongside an experienced support team to ensure a high level of client service Build your confidence,
technical capability and client management skills Have the opportunity to grow your responsibilities as the business continues to expand About You We are looking for someone who: Is a qualified Financial Planner and ready to provide advice Is an Authorized Representative or ready to become authorised Has completed their Professional Year and is ready for the next step Has strong technical financial planning knowledge Is confident building relationships and communicating with clients Wants to develop within a supportive private wealth environment Is looking for a long-term opportunity with genuine career progression Why Consider This Opportunity? Established client relationships to work with and manage Strong pipeline of leads and referrals Direct mentorship from an experienced Financial Adviser Excellent support structure around the advice team Collaborative and welcoming team culture Modern CBD office with excellent public transport access Flexible start and finish times Growing business with plenty of room for future career development This is an excellent opportunity for a newly qualified Financial Planner who has built a strong technical foundation and is now ready to take the next step into managing clients and delivering advice.