Financial Adviser - Existing Book

Our Client: 
An excellent opportunity has arisen for a Financial Planner to join an established financial advice firm in Mile End. 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 Adelaide market along with strong referral partners. You will be looking after a book of clients and taking on new clients referred to you. 

This is the ideal role for you if you have over 3 years experience as an Authorised Representative and we are also open to someone who is currently undergoing their PY and looking for better mentorship.

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:

• 3 years experience as an Authorised Representative 
• Currently undergoing their PY and looking for better mentorship 
• MUST be FASEA compliant 
• Experience across holistic advice
• SMSF Accreditation is highly regarded
• Strong client centric approach and ability to build relationships with key referral partners

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