Alman Partners is an independent, award-winning financial advisory firm with office locations in Mackay and Brisbane.
Since our establishment in 1985, we have been leading, educating, and inspiring our clients and community to make smart financial decisions aligned with what matters most to them in life.
Your Role As a result of our business growth, there is an exciting opportunity for an experienced Financial Adviser to join our Mackay team.
The successful candidate will be responsible for providing comprehensive financial planning and investment advice to our clients.
Your Responsibilities Manage a portfolio of clients including regular reviews and reporting and making ongoing recommendations to ensure optimal outcomes for the client.Provide tailored financial advice and deliver personalised strategies to protect client's lifestyle and family, ensuring long-term financial goals are not impacted.Present Statements of Advice and Records of Advice in accordance with the recommended client strategies.Always put clients' best interests first and ensure complete compliance with Alman Partners' AFSL.Build and maintain strong client relationships.Build and maintain strong relationships with external referral partners.Your Experience: Have completed an approved qualification.Passed the Financial Adviser exam.Have completed your Professional Year if applicable.Certified Financial Planner (CFP) designation or equivalent (not mandatory).Minimum of 3 years of experience in financial planning or advisory roles.Excellent communication and interpersonal skills.Ability to work as part of a team.Why Join Us? Be part of a firm that values supporting the growth and development of our employees both professionally and personally.Supportive and collaborative team culture.Competitive salary and benefits package.Become a valued member of the 2022 FPA Professional Practice of the Year.If you're passionate about financial advice, dedicated to excellence, and looking for a place where you can grow professionally and personally, Alman Partners True Wealth is the perfect place for you.
Apply now and become a part of a team that is shaping the future of financial advice in Australia.
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