Financial Adviser - Existing Book

n excellent opportunity has arisen for a Financial Adviser to join an established financial advice firm in Sydney CBD. You will be taking over an Existing Book of clients with the support of an experienced back office team. The firm is experiencing exponential growth and you will play a key part in supporting the business' exponential growth. 
  
Our client focuses on providing high levels of service to their clients. They pride themselves on their strong brand in the market along with highly qualified support staff. 

This is the ideal role for you if you are aspirational and someone who has genuine care for helping clients. 

The Role:

• Build and maintain relationships with clients
• Manage an Existing Book of clients and grow the client base by working with referral partners
• Ensure the Administration team have all the necessary information and documentation to implement the approved financial strategies from the SoA.
• Approve and sign-off all advice documents, ensuring all advice is consistent with the Client’s goals, risk profile and scope.
• Provide quality advice for clients on complex decisions they need to make regarding their wealth
• Work closely with staff for performance management, development and succession planning

You Will Need:

• FASEA Accreditation
• Must be an Authorised Representative 
• Experience providing complex holistic advice
• XPLAN experience preferred 
• Friendly and warm personality 

Please apply if you have the relevant experience for this role and interested in a confidential conversation.