Description:
Chandler Macleod is looking for Financial Adviser - Boutique Firm
The Role
- Provide quality advice for clients on complex decisions they need to make regarding their wealth.
- Provide holistic advice; insurance, investments, super, retirement planning, etc.
- Accurately assess Client's needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.
- Work with offshore back office team with 3-5 day turn around times
- Comply with legislative and regulatory frameworks
- Genuinely care about client outcomes and provide quality advice
- You must always put the client first
You Will Need
- MUST have 3+ years financial planning experience
- Expeirence with providing holistic advice
- Must meet FASEA educational requirements
- Passion for providing quality advice to make a different to clients
- Open to taking on your book of clients if you have some with no non-compete clauses if it doesn't work out