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- Demonstrated experience meeting or exceeding targets to bring on new financial planning clients.
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Financial Adviser - Sydney, Australia - Kaizen Recruitment
Description
About the Company
Our client is one of the largest providers of accounting, audit, tax, business and financial advice to individuals, small and medium enterprises in Australasia.
Due to continued growth, they have an outstanding opportunity in their rapidly expanding wealth team. This pivotal role is dedicated to fortifying and expanding the organisation's existing client base.
Our client is actively seeking a qualified Financial Adviser who able to expertly handle communication with incoming leads, discern client needs, and seamlessly connect them with the adept servicing Wealth Management Adviser teams.
This role will include limited occasional travel to regional NSW.
Key Responsibilities
Technical Skills & Qualifications
If you are interested in this position please apply via the the attached link.
To learn more about this position, please contact either:
Simon Gvalda on /
James Brislin on /
Brittney Ong on /
Please note: Only applicant who are Financial Advisers who are qualified to provide personal advice will be considered for this role.
#SCR-simon-gvalda
Reference number:
Profession:Wealth Management
Company: Kaizen Recruitment
Date posted: 13th May, 2024
