About the Role
We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally.
We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence to join our growing team. The role is about shaping the future of our niche client base and assisting them to achieve their financial goals by providing them with holistic financial advice which encourages their financial freedom. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will be responsible for identifying new business opportunities within our existing and new client base, as well as building and maintaining good relationships with our clients and providing them with the best financial advice.
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