AddressOur client is one of the largest providers of accounting, audit, tax, business and financial advice to individuals, small and medium enterprises in Australasia.
Due to continued growth, they have an outstanding opportunity in their rapidly expanding wealth team. This pivotal role is dedicated to fortifying and expanding the organisation's existing client base.
Our client is actively seeking a qualified Financial Adviser who able to expertly handle communication with incoming leads, discern client needs, and seamlessly connect them with the adept servicing Wealth Management Adviser teams.
If you're a Financial Adviser who is over of having to book your own client meetings and do your own paraplanning and are looking for more of a sales focussed position, this is the role for you!
The main focus is meeting with clients and winning new business with great bonus potential that rivals the best advice roles in the market.
Key Responsibilities
- Spearhead discovery meetings and discuss optimal buying journey practices;
- Cultivate and sustain strong, strategic client relationships;
- Understand client needs and facilitate a seamless transition in connecting them with the wealth adviser team;
- Manage the entire sales process, from lead screening to deal closure;
- Foster and maintain strong partnerships with the wealth and accounting teams to achieve the business's sales targets.
- Must be degree-qualified in Financial Planning and be eligible to be registered on the ASIC Financial Advice Register to provide personal advice;
- Demonstrated experience meeting or exceeding targets to bring on new financial planning clients.
- 5+ years of Financial Advice experience.
- Passion for sales and working with new financial planning clients through in-bound leads.
- Possess exceptional communication, interpersonal, and relationship-building skills.
To learn more about this position, please contact either:
Simon Gvalda on 0412 122 *** / *****@kaizenrecruitment.com.au
James Brislin on 0423 356 *** / *****@kaizenrecruitment.com.au
Brittney Ong on (03) 7045 5*** / ********@kaizenrecruitment.com.au
Please note: Only applicant who are Financial Advisers who are qualified to provide personal advice will be considered for this role.
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