AddressWe're excited to be assisting one of our prestigious firms, renowned for its integrity and exceptional service in managing high-net-worth (HNW) clients with complex needs.
As part of their strategic expansion, they are offering an outstanding career opportunity for a seasoned Financial Adviser to join their well-established practice.
In this pivotal role, you will support the firm's growth by partnering with senior partners to seamlessly transition and enhance client relationships. You will provide sophisticated financial guidance and exceptional day-to-day service to our HNW clientele.
Key Responsibilities
- Deliver bespoke financial advice aligned with clients' long-term objectives.
- Offer expertise in superannuation, SMSFs, investment strategies, succession planning, aged care, and comprehensive financial planning.
- Utilize investment platforms like NetWealth.
- Manage intricate client portfolios with a well-informed approach to market and industry trends.
- Conduct thorough financial research and produce detailed client reports and correspondence.
- Oversee the implementation of new investment strategies and insurance policies.
- Relevant tertiary degree in Accounting or Taxation.
- Advanced Diploma in Financial Planning (preferred), SMSF (preferred), and RG146 compliance and FASEA qualifications.
- Outstanding communication skills with the ability to develop strong client relationships.
- High level of professional polish and a robust professional network.
- High degree of commercial insight and a proactive, flexible approach to challenges.
- Self-motivated with a track record of professional success.
- Ability to identify new clients and growth opportunities.
Ready to take the next step in your career with a market-leading firm?
Apply through the provided link.
