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Financial Advisor (Junior) - Seeking Growth Opportunity?

Employer
Boston Stanley
Location
Perth, WA, Australia
Salary
Competitive Salary
Closing date
Sep 9, 2022

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Excellent salary package|Leverage the collective knowledge of an experienced Advice team|Mentorship and training provided
  • You've completed your qualifications, exam and professional year, it's now about finding an employer with the capacity to provide you with the growth opportunity you seek, not a drip fed, slow burn pathway towards your own portfolio
  • A primary focus of this appointment is to ‘hire for attitude and train for competence'. It's not critical that you're an experienced Advisor. It is important that you have an intrinsic drive to better yourself personally and professionally
  • This firm is often rated by peers as an 'employer of choice' in the industry. Accordingly, enjoy working in an environment considered to be leading from the front when it comes to the provision of ‘new world' financial advice
  • Lower client number, higher touch service enables you to invest time in providing high-value outcomes for clients.
  • Work alongside a team of highly regarded Advisors. Leverage the collective knowledge base that comes with working with some of the best in the industry
  • Your career progression is not limited by internal staff movements, high performers are recognised and rewarded
The Role:
  • Provide holistic advice aligned with client financial goals and aspirations
  • Conduct detailed research and analysis specific to investments, superannuation, insurance, cashflow, defensive tax strategies etc.
  • Focus on educating clients to improve their financial literacy and behaviours
  • Become the primary point of contact for all of your clients financial decisions
  • Support the implementation of ‘best practice' systems and processes. Proactively seek opportunities to improve the business.
Requirements:
  • You have an intrinsic drive to develop yourself to become the best Adviser you can be
  • You have completed your provisional year and likely have 3-5 years of experience in the Financial Planning industry.
  • You have completed a Bachelor degree in a related field of study and are working towards (or have completed) further study.
  • A clear understanding of compliance and industry legislative requirements
  • Exposure to retirement planning preferred but not essential
Interested in the above opportunity? Give me a call, 0404 661 898 or reach me via email, Ben@BostonStanley.com

Most opportunities at your level are not advertised publicly. 10+ years in recruitment has enabled us to develop excellent relationships across the financial services industry. This means we can help by being across recent movements in industry, understand growth trajectories of respective firms and can provide insights into their culture and retention levels.

Know someone who would benefit from a confidential career discussion? At this level, we provide a $500 referral donation to Classroom of Hope, our chosen Not-For-Profit partner. Boston Stanley has partnered with Classroom of Hope to fund the construction of 4 schools in remote, high-poverty regions in Cambodia, Indonesia and Laos.

Ben@BostonStanley.com
0404 661 898

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