Junior Financial Adviser

Our client is a well-established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial advice to a broad client base including some not-for-profit organisations.Due to growth, there is an opportunity for a junior financial adviser to join the team. This opportunity is perfect for someone who has completed their studies and Professional Year, and is looking to develop their career in financial advice.Benefits:Work closely with a senior financial adviserMentorship and training providedNew client leads providedExcellent team culture with a family feelManage clients and client meetingsDevelop a client base and move into a standalone adviser roleBase salary plus bonusTasks and Responsibilities:Manage a book of clients alongside a senior adviserAttend client meetings with senior adviserComplete file notes post client meetingDevelop strategy recommendationsHandle day to day client management and ongoing relationships with clientsLiaise with internal paraplanning and admin supportDevelop your client management skills and over time, become the lead adviser on your own book of clientsAbout you:Circa 2 years of experience as an authorised financial adviserCompleted FASEA required studies and Professional Year (if required)Experience attending/running client meetings and developing strategiesStrong knowledge of financial planning practices and regulationsGood technical abilityExposure to holistic financial adviceExcellent communication skillsSalary is flexible depending on experience, circa $90,000 to $100,000 + Super + Bonus.How to apply:If you're interested please apply via this ad or send your CV to Ben Sultmann ****** you would like to discuss this or other opportunities, please call Ben on 07 3229 8***.
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