AddressOur client is a well-renowned Financial Advice business that is recognised for its integrity and exceptional service. They are looking for an Adviser that can manage a portfolio of high-net-worth (HNW) clients with complex needs. This practice is well-established and holds a strong reputation in the industry.
The Opportunity
We are looking for an individual who is an industry professional, passionate about advice and relationships and can provide an excellent level of client service.
This firm would love to employ a person with energy, passion, and drive and above all the ability to look after an excellent quality book of clients and continue to nurture and grow the portfolio.
What will you be doing?
• Service an existing book of clients
• Provide tailored holistic advice
• Generate new business through referral partners and client referrals
• Oversee advice process to ensure efficiency and compliance
• Build and maintain ongoing client relationships
What do you need?
• Experience providing complex holistic advice
• FASEA qualified
• Diploma or Bachelor of Financial Planning
• Strong business acumen
Advisers who can bring clients with them will be highly regarded.
APPLY NOW
For a confidential discussion about the role please call Steve Reed on 0466 474 ***, or email *****@advancerecruitmentpartners.com.au
