Based in Mount Pleasant, we are a fabulously friendly team with an open culture. Due to our great service and ability to get results for our clients, we are experiencing another period of growth and our in-demand services has resulted in the development of a new financial division.
Who you Are:
You will describe yourself as a suitably qualified Wealth Advisor who is driven, ambitious and highly motivated. You will be a natural leader who is approachable and wiling to develop and mentor junior staff. The idea of heading up the new arm of the business in a supportive and very friendly team excites you and your current clients.
Your peers will describe you as a very approachable person with a great sense of humour who operates well in a small team environment.
This role will see you responsible for the oversight and provision of detailed financial and wealth advice to existing and new clients.
You will be heading up the newly created Financial Planning team and play an integral role in the development and growth of the division. We envisage this role to start as a part time position and develop into a full-time role as the business grows.
Reporting directly to the Owner and Practice Manager, your main responsibilities will include:
To be considered for this great role, you will have:
If you are genuinely seeking a long-term, stable role in a team where your contribution will be welcomed and appreciated and you satisfy the above criteria, we encourage you to apply!