Experienced Financial Adviser

The FAA Group is in a significant growth phase and is seeking an experienced Financial Adviser to join our supportive and extremely productive team.

The role will only suit a person with the initiative and motivation to provide exceptional levels of service and financial advice to clients.

About us

FAA Insurance & Investment Pty Ltd (part of the FAA Group of companies) is a large family owned and operated business based in the heart of the Sunshine Coast with a strong focus on positive culture and helping people.

We understand the importance of supporting and valuing our hard working and determined team, all of whom exhibit the values that underpin our company ‘Respect, Trust and Confidence’.  If you have integrity, determination and thrive in a fast-paced environment, this opportunity is for you.

What’s in it for you?

A magnificent lifestyle with many other advantages including:

• Company funded monthly Team Development activities, staff BBQ’s and Awards
• Fun Club committee that organises daily/weekly/monthly in-office activities
• Access to our comprehensive range of Financial Services
• Access to the FAA ‘Employee Benefit Program’ benefits including Novated and Associated Leasing
• Professional development and the opportunity to learn new skills
• Working full-time Monday to Friday in the Maroochydore office

The Position and Key Role Responsibilities

This is a salaried role where you will be expected to have a great deal of experience working with SMSF, Managed Investments, Superannuation and Pension and Risk

• Manage current clients
• Source new clients through our network of opportunities
• Conduct appointments with prospective clients to establish their goals, financial status and provide holistic advice
• Attain your own, the team and business objectives and KPI’s, including revenue requirements achieved and new clients progressing forward.
• Strict adherence to Risk, Compliance and Advice processes and protocols.
• Conduct regular reviews of clients financial plans and make recommendations as appropriate
• Build and maintain effective relationships with internal staff, strategic service providers and stakeholders.

What we require – Skills & Experience

• 3+ years of experience as a Financial Adviser
• Current Authorised Representative
• Tertiary degree qualifications in financial planning
• Have met FASEA requirements
• Work effectively, efficiently and unsupervised in a fast-paced environment and manage competing priorities
• Excellent oral and written communication skills and the ability to build rapport easily with clients
• Highly organised and ability to think outside the square beyond traditional responses and processes to produce effective strategies and solutions for clients

To Apply

Submit your resume as well as a cover letter showing you meet the attributes required to perform the role and outlining your understanding of the role and our company.

Submit your resume and cover letter via email to hr@faa.net.au

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