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Pathfinders Consulting Pty (LTD)

Experienced Financial Adviser (Commission Based)

Posted 22 days ago
2-5 years experience
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AI Summary

Deliver comprehensive financial planning and advice across long-term insurance and investment product categories. Manage and grow a portfolio of clients through proactive relationship management while ensuring ongoing regulatory compliance.

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.

About the Role

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.

Key Responsibilities

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


Requirements

Do you have a minimum of two years financial planning experience?

Do you hold a recognised FAIS qualification reflecting at least 120 credits?
Have you passed the regulatory examination for representatives, RE5?
Have you completed Class of Business (COB) for Long Term Insurance and Investments?
Can you demonstrate a proven track record in successfully managing client relationships?
Are you able to meet FSCA Fit and Proper requirements regarding character, honesty and integrity?





Benefits

What Our Client Offers

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


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