Financial Adviser - Existing Client Base

We have an exciting opportunity for an experienced Financial Advisor to take charge of a retail High Net Worth (HNW) portfolio. This opportunity invites you to become part of a company celebrated for delivering comprehensive guidance to sophisticated clients, always prioritising their best interests. Benefit from the valuable support of an adept back office team, including a Client Services Officer and Paraplanners.

The Role:

• Take ownership of an established HNW Client Base, providing personalised financial advice and support.
• Maintain strong relationships with clients.
• Engage with new referrals from the accounting team to establish their financial needs and offer wealth management support. 

The Ideal Candidate:

• Have a minimum of 5 years experience in a Financial Adviser role.
• Have strong strategic financial advice knowledge.
• FASEA Compliant. 

In return, not only will you enjoy an excellent salary structure, you'll also have the opportunity for equity in the future. Apply now or call Nancy on 0424141*** for a confidential chat.