Are you frustrated with cold calling and sourcing your own leads? Are your career development needs being neglected in your current work environment?

We are looking for Senior Financial Planners / Advisors to expand our Advisory Department. You will be provided with high-quality clients sourced in-house so that you can focus on legacy wealth creation and preservation.

Are you ready to take your career to the next level?

If so, it’s time to partner with Osidon!

Qualifications and Experience:

Preference will be given to Financial Advisors with a minimum of:

• 2 years of industry experience
• 2 years of life insurance experience
• No longer working under long-term insurance supervision (fully qualified)
• Good risk management experience
• RE5, 2 years from DOFA as a qualification
• 120 Industry Credits
• 18 CPD for Reps
• Clear criminal and credit record
• Valid Driver's License and access to a motor vehicle

Responsibilities:

• Assess the financial planning needs of individuals and help them with investments and insurance decisions;
• Do estate planning for clients and help them with their short, medium and long-term financial planning goals;
• Support investment professionals to cultivate client relationships;
• Prepare financial plans and check their accuracy;
• Establish a professional-client relationship;
• The financial advisor will gather data, including goals;
• Analyse and evaluate financial status;
• The financial advisor will develop and present financial planning recommendations and/or alternatives;
• The financial advisor will implement the recommendations;
• The financial advisor will monitor and review the financial planning recommendations.

What we have to offer:

• No more cold calling as we offer an incredible value proposition with access to thousands of clients from our existing client base;
• Full access to Osidon software automating many of the advisor’s tasks giving you more quality time to effectively spend with clients resulting in more business for you.
• Support and training in individual tax preparation and filing to utilise to our clients and your benefit.;
• On-going support from a professional team of specialists;
• Strong mentorship environment.
• Highly competitive remuneration model.

If you know that you are the perfect candidate for this position, please apply for this opportunity by submitting your CV and supporting documents in PDF format. Please ensure that you have read all the requirements carefully