The business is self-licensed and mature with a commitment to quality advice. Collaborative and professional, they have an experienced leader with a strong pipeline of new clients. A boutique firm bringing corporate rigour and experience coupled with personalised advice and service.
About the Role and You
You are an adviser where the firm can transition existing client relationships and introduce you to new clients. This is an ideal position for a positive and highly motivated individual aspiring to take a long-term approach to their career.
They value a client first focus. Cultural alignment is critical.
You will demonstrate the following:
- High values, integrity and work ethic
- Xplan experience (advantageous but not essential)
- Positive and willing attitude with a strong team approach
- Looking for a future within the profession.
What Next?
You can apply for this role online. Or if you prefer to discuss this role in confidence before making decision, please contact Ric Zanetti 0413020864
