Financial Adviser | Aged Care Specialist

Details of the offer

About the company:
Our client is a fast growing and high-reputable financial planning business, specialising in aged care advice.
They are the largest aged care advice business in QLD, with a strong national presence.
Their office is located in the outside suburbs of the Brisbane CBD, which is easily accessible by public transport or parking available.

About the role:
To keep up with continued business growth, we are seeking an experienced financial adviser to join this supportive team.
No sales or BD is required in this role, the focus will be on client meetings and providing sound, quality advice.
You will need to be empathetic and have a strong attention to detail.
Aged care experience is not essential, but experience working with retirement planning will be advantageous.

Duties: Warm leads/referrals providedConvert leads into client meetingsConduct 8-10 appointments per weekProvide exceptional service to clientsMinimal admin work required (file notes, fact finds)Full CSO/Paraplanner supportSkills & experience: Experienced working with Aged Care or Retirement Planning adviceAble to handle a high volume of workExcellent communication skills - comfortable dealing with clients and onboarding new clientsEmpatheticStrong attention to detailProfessional and presentableBenefits:
As well as working with a great team with an excellent team culture, our client also offers a number of benefits:
Uncapped bonus schemeOnsite car park providedOnboarding, training, and development programSupport for your Aged Care AccreditationSocial team environment, team events & activitiesLooking to implement a 9 day fortnightNo overtime or after hours work expectedWork with a leader in the industryHow to apply:
Click APPLY, or send your resume through to Scott Munro at ******.
Alternatively, reach out on 0468 496 046 for a confidential discussion.

Please note, only shortlisted candidates will be contacted.
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Nominal Salary: To be agreed

Job Function:

Requirements

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