08/10/2022
Senior Financial Adviser – Manly Beach
Navigate Financial Group
A successful and highly regarded Financial Planning practice located in the heart of Manly beach is looking for a financial adviser to join the team. This is an excellent opportunity for a focused adviser looking to tie real bonds in the community and be an integral part of the continued growth of the firm.
This unique financial planning firm puts their heart and soul into their clients with a focus on retaining quality clients and building strong relationships.
The successful candidate will be challenged in the role, managing high-net-worth client portfolios with interesting and differing needs, including SMSFs, estate planning, and tax structuring.
This role will suit a courteous, respectful, and outcome orientated financial adviser with great interpersonal skills and the ability to inspire people to action. You will be able to show high levels of consistency in your work, the ability to gain clients' trust and respect, and a strong service and relationship building ethos. You will be able to work as part of a team and autonomously.
-Professional, client focused adviser
-Meets the Treasury’s Financial Adviser Standards
-Strong focus on quality and compliance
-High attention to detail with the ability to meet critical deadlines
-Experienced devising complex strategies
-Strong SMSF experience
-High level of communication skills, both written and verbal
As a part of the recruitment process, we will conduct background checks, compliance/audit checks, and references.
Email your resume to start a conversation to: [email protected]
Please note: Only suitable short-listed candidates will be contacted.
