Financial Advisor

Details of the offer

About our client:
Our client is a large public practice firm, based in the heart of the CBD. They specialise in business services, tax, SMSF, advisory services and financial planning and broking to SME businesses. The office consists of over 40 staff and boasts an exceptional staff benefits package!
About the position:
This is a great opportunity for an experienced Financial Advisor to join an established and supportive firm. You will be working with 3 Directors/Advisors, 2 Financial Advisors, 2 Paraplanners, and 3 admin support staff. 2 Directors specialise in Finance and Investments, while the 3rd Partner specialises in Insurance and Mortgage Broking.
The firm welcomes an advisor with a generic advisory background. You will gain a few clients from each Partner and receive a few referrals each week from the large team of tax accountants. Experience in using Xplan software is desirable.
Benefits:
Your birthday afternoon off work Breakfast/cereals provided daily Flexible working hours after completing the probation period Weekly morning teas provided Champ of the Month competition Sporting events Social Club, paid by the company Cooking for Ronald McDonald Charity Branded work polos Requirements:
Financial Planning Degree and/or relevant qualifications Minimum of 2 years experience as a Financial Advisor Experience in using Xplan Exceptional verbal and written skills Have full working rights in Australia - Permanent Resident or Citizen How to apply:
To apply, please send your CV to If you would like to have a confidential discussion about the position, please contact Nadene directly on 0427 233 683.
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