05/05/2019
Financial Planner x 2 – Risk Only Adviser and Full Advice Adviser
Wealth Adviser:
Fifth Avenue Finance Group is looking for 2 experienced Wealth / Financial adviser’s to join its WA / South Perth based practice as authorised representatives.
• Iconic South Perth Location
• Small practice with highly developed support and infrastructure
• Fast paced, high performance team culture
• “Client first” compliance polices
A little bit about us
Having enjoyed significant growth since its inception in 2006, the practice now has a team of 8 professionals dedicated to serving the needs of businesses, employers and individual clients.
Fifth Avenue Finance Group holds its own Australian Financial Services Licence (512111) & Australian Credit Licence (389146) which provide certainty for financial advisers in a post royal commission world where we ensure our clients best interests are put first, not a licensee’s risk and compliance policies.
Compliance with the regulatory guidelines is paramount, and as such Fifth Avenue Finance Group recognises that every client has different needs, and is specifically why we don’t use cookie cutter advice templates compliance policies, as they are contrary to our values, vision and goals.
Your skills and expertise
Working within a well-established commission based and fee-for-service model you will be responsible for the continuous development and servicing of a book of clients. You will need to deliver high levels of activity in a transparent and team-oriented environment that values professionalism and compliance.
You must possess a Diploma of Financial Planning (Or Equivalent Qualification) with the ability to provide advice across Financial Planning, Superannuation, Managed Investments and Risk Management/Insurance knowledge areas.
You must put the client’s best interest first.
What's in it for you?
Be part of an award winning business, where you can concentrate on being a financial adviser, providing great advice for clients.
To help you give great advice, you will be backed by ongoing training and support and non-restrictive compliance practices that the larger dealer groups utilise.
Internal leads supplied by our mortgage brokers and leads from an existing client book.
To express your interest email [email protected]
Please note: Preferred candidates will be required to successfully complete appropriate assessments, reference and background checks as part of our recruitment process.