This
is a full time position, which may provide a pathway to future equity in our
practice. It is therefore only suitable for a person seeking a long term
financial planning career in the Port Macquarie area.
To
be considered for this position, you will need to have the following
qualifications and personal qualities:
 | Completion
or near completion of the Diploma in Financial planning or equivalent.
Ideally you will be a Certified Financial Planner. |
| Excellent
literacy and numeracy skills. |
| Excellent
seminar presentation skills. |
| Excellent
communication skills, with the ability to form strong relationships with
clients from all walks of life and in all age groups. |
| Excellent
computer literacy with a demonstrably high level of competence using
Microsoft Office. |
| A
strong desire to work in a friendly, non competitive team based environment.
|
Please
include the following with your resume:
| Details
of your present remuneration package |
| Details
of your expected remuneration and method of remuneration |
| A
copy of some Statements of Advice that you have personally
written. |
| A
short essay describing yourself, including your personal lifestyle and
career goals. |
| Please
also describe your ideal working environment and client relationships.
|
Please email your resume to us at
enquiries@directadvisers.com.au
Direct Advisers Pty. Limited holds an
Australian Financial Services License. We are a firm with a
commitment to provide an extremely high level of fee based financial planning, investment
advisory and stockbroking services to clients, as well as the ongoing management
of investment portfolios.
It
is our strongly held belief that investors should receive advice which is
totally free of influence. Therefore we have no ties to any funds
management institutions such as banks, insurance companies or fund managers.
Thus no funds management institution can pressure us to recommend its investment
products to you. This means we work for you, not for a financial institution.
Your interests are our central concern.
Direct Advisers can trace its origins back to 1986. We have a dedicated team of advisors and support staff who believe in
providing not only the most professional financial advice and service, but also
provide it in a comfortable and friendly atmosphere.
Contact us: enquiries@directadvisers.com.au
