Senior Financial Advisor
Leading Wealth Business
Opportunity to lead small team
This is a well-established financial planning business with a significant share of the Australian financial advice market and an unparalleled opportunity has arisen for a driven and energetic Financial Planner to deliver the highest level advice services to their retail branch and affluent customer base.
This role will see you working with an existing client base of HNW clients while also being to build on it. You will have many internal referral sources giving you plenty of opportunity to grow your book with quality leads.
Furthermore , paraplanning supports, administinstration and client service will all be provided to you. This role is truly an opportunity to run your own business while having full support of a great brand behind you.
Clients are typically owners of small privately held businesses with annual turnover between $1 and $10m and debt facilities up to $5m.
You will need to be ADFP qualified as a minimum, preferably CFP.
You will have a minimum of 8 years experience providing face to face holistic advice.
You will have excellent relationship building skills as well as technical skills.
The right candidate will be rewarded with a great salary package, the opportunity to work across existing clients in the business and a collaborative environment.
To apply online, please click on the appropriate link.
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