Wealth Adviser: Proactive Growth, Retirement & Tax Planning

Alan Boswell Financial Planning, part of the Alan Boswell Group, is seeking an experienced adviser to proactively grow its client base while delivering tailored retirement, investment and tax planning guidance.

You will build long-term relationships with an existing bank of clients and generate new business through networking and referrals, supported by comprehensive paraplanning and admin resources to help you focus on client outcomes.