Description

Financial Adviser
Well Established Financial Planning Firm
Manage an existing client portfolio with no expectation to bring in new clients
Relaxed culture + early finishes on a Friday + hybrid WFH flex
$140-160k + Super

COMPANY

This represents an incredible opportunity with a well established Financial Advisory firm based in Fortitude Valley. This firm has been in operation for 20+ years and have built an amazing portfolio of high net worth clients. The firm is well positioned for growth in the future.

ROLE

Due to growth, the position of Senior Financial Advisor has been created. This position will suit a candidate who has exceptional client relationship management skills. There will be an existing client base provided and extensive internal referrals provided. The average client has circa $1.3m FUM and an average fee of $8,000.

There is no requirement to bring in new clients or conduct new business development.

CANDIDATE

The successful candidate will demonstrate the following:

6+ years experience in Financial Planning
Degree in Business/Commerce + FASEA compliant
Extensive experience with a wide variety of financial products
Experience with direct investments, SMSFs, trusts, investment companies
Exceptional client relationship management experience and outstanding ability to focus on retention
Outstanding longevity and a stable employment history (non negotiable)
Exceptional communication and presentation
BENEFITS

The successful candidate will remunerated with an above market salary package of up to $160k+ Super + Bonuses for the right person. There is strong earning potential on offer.

This firm has a young and family friendly culture.

The firm offers 1 day WFH and early finishes on a Friday.

Long term progression to equity is on the cards.

ABOUT ME

I am a specialist public practice recruiter with circa 14 years recruitment experience.

Please feel free to connect with me:

LinkedIn: https://www.linkedin.com/in/deshajoseph

Mobile: 0439 775 709

Email: Desha[at]rocconsulting.com.au

If you have the above criteria apply below, or phone Desha Joseph 0439 775 709 or email for more information.