Financial investment adviser
Financial investment advisers create and implement financial plans. If you’re good with numbers and want to help individuals... more info
Property Investment Adviser
Salary:
80.00 - 100.00
Posted:
24-02-2025
Category:
Finance Consulting
Melbourne,
Job Description
Logic Partners is a full circle financial and investment company, currently in 5 locations and servicing clients within the medical profession. LP is a specialist wealth advisor growing rapidly, helping thousands of Australians realize their dreams of becoming financially independent. In this full-time role, you will have proven experience advising clients within the medical field on how to safely invest in high performing, fully researched residential property around Australia. You will also possess a high level of lending knowledge to help guide the client through this knowledge area and work alongside our internal mortgage specialists, being passionate about helping people reach their next stage. Existing clients will be booked into your diary; however, you will be required to make 50 outbound calls a week to our clients. Your primary task will be to run a discovery meeting with the prospective investor and qualify them to join our investment program as a client. Reporting to the Head of Advisory, you will hit the ground running after learning our internal process within 1 week. As you possess a strong track record of property investment advice to medical professionals, you will immediately be given appointments to help people achieve their goals. How do your skills match this job? Your application will include the following questions: Which of the following statements best describes your right to work in Australia? How many years' experience do you have as an Investment Adviser? Have you worked in a call centre before? How many years' experience do you have in the real estate industry? Do you have a current Police Check (National Police Certificate) for employment? #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 24-02-2025
Category: Finance Consulting
Melbourne,
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