Description

Financial Adviser role in Circular Quay. Part time, with opportunity (if desired) to move to full time in 12 months time.

About RetireInvest Circular Quay:

We're a boutique family owned financial planning business that's been in business for over 30 years. We pride ourselves on our close client relationships, quality advice and willingness to go the extra mile.

We're in the fortunate position to be in high demand and are looking to take on a second adviser.

The Role:

The role is best suited to someone who is passionate about investment advice, retirement planning and Aged Care. The role could either be taken on 3 days a week focusing on Aged Care and certain retirement planning, or for someone with experience in a range of advice areas looking to grow their career and partner with us long-term as we grow our business.

What we're looking for:

FASEA qualified and registered as an adviser with ASIC on the FAR register.
Experience with developing and presenting financial advice. Paraplanning experience not required as we utilise an external paraplanner.
A team player: we're a small team who pride ourselves on our care for clients and support for each other when required.
Expertise: Someone who has a passion for learning and continual improvement.
Proactive: Someone who is excited by the prospect of engaging new clients and giving feedback to improve our business and how we engage clients through the advice process.
Next Steps:

Please apply with your CV and a brief cover letter outlining a bit about you, your experience and why your a good fit to join our team.