Financial Adviser – Part Time

  • Salary guide $120,000 – $140,000 (FTE)
  • Long established successful firm
  • Quality HNW client base

THE BENEFITS:

  • Highly respected Eastern suburbs firm.
  • Under cover onsite parking.
  • Easy access by tram or train.
  • Autonomous role.
  • Hours to suit you.
  • Can become full time.

YOU ARE:

  • Highly experienced Financial Adviser.
  • FASEA compliant with friendly demeanour.
  • An excellent written and verbal communicator.
  • Capable of explaining complex financial jargon.
  • Collaborative and highly professional.
  • Innovative, open and transparent in business dealings.

THE CHALLENGES:

  • Maintain quality client base of mainly SMSFs.
  • Manage new clients gained by referrals.
  • Liaise with other professionals – Aged Care.
  • Act as trusted adviser to clients.
  • Participate in the investment committee.
  • Remain current with professional development.

YOU COULD:

Call John Linnett on (03) 9826 4133 for more information on this role.  Alternatively, please forward your CV in total confidence by hitting apply, or email to john@teamexec.com.au quoting reference JL/6162.

To apply for this job email your details to john@teamexec.com.au