[Hiring] Experienced Financial Adviser @Pathfinders Consulting Pty (LTD)

Role Description

This is a remote position. Our Client, a leading financial services provider, is seeking an Experienced Financial Adviser to join their national team. This is a commission-based opportunity for a seasoned adviser with a proven track record in financial planning, investments, and client relationship management.

As an Experienced Financial Adviser, you will deliver comprehensive financial planning and advice across insurance and investment products, working with clients nationally. Our Client values advisers who combine technical qualification with a strong record of client trust and results.

Qualifications

• Minimum of two years financial planning experience
• Recognised FAIS qualification reflecting at least 120 credits
• Passed the regulatory examination for representatives, RE5
• Completed Class of Business (COB) for Long Term Insurance and Investments
• Proven track record in successfully managing client relationships
• Ability to meet FSCA Fit and Proper requirements regarding character, honesty, and integrity

Requirements

• Deliver financial planning and advice across Long Term Insurance and Investment product categories
• Manage and grow a portfolio of clients through proactive relationship management
• Ensure ongoing compliance with FAIS, RE5, and FSCA Fit and Proper requirements
• Maintain and complete Class of Business (COB) accreditation in Long Term Insurance and Investments
• Uphold personal integrity and professional standards in all client dealings

Benefits

• Competitive, uncapped commission-based earning structure
• National opportunity to manage and grow an established or personal client portfolio
• A reputable, established financial services environment