Financial Advisor | Existing Clients | $100-120K+

An opportunity has arisen for an experienced Financial Advisor to join this well respected financial planning business and take over an existing book of clients.

This is an established financial planning business that is dedicated to provision of exceptional client service and tailored financial advice.  It is well resourced with excellent support and back-end processes in addition to offering a highly flexible work environment.

This business provides quality holistic advice to its clientele and the opportunity now exists is for a Financial Advisor to take over an existing book of clients and further grow this book by leveraging from incoming leads and referrals and through your own business development capabilities.

The ideal candidate will also be able to demonstrate strong business acumen and relationship building skills, a forward thinking and pro-active work ethic, and possess an excellent track record in client retention and servicing. We are looking for a long term and committed advisor who is wanting a long term home.

To be successful, you will need to meet the following requirements:

• Relevant Bachelors Degree in Financial Planning or similar discipline
• Meet appropriate FASEA requirements
• Minimum 3+ years experience as a financial planner providing face to face holistic advice
• Exceptional client relationship and rapport building capabilities
• Impeccable communication skills
• Diverse industry and product knowledge
• Well versed in provision of quality, comprehensive advice
• Looking for a long term opportunity 

If you are seeking a new opportunity with a business that you can truly establish yourself with long term, offering excellent earning potential and a highly flexible work environment, this is it. You will be afforded the opportunity to work with a well respected senior advisor in further building a great brand, combined with being fully supported by a dedicated CSM.

An opportunity not to be missed for an advisor looking to cement himself with an exceptional business and begin servicing clients right away. 

Interested applicants can email their resume to Kim Eveleigh at ***@ivyrecruitmentpartners.com.au or call Kim on 0405 990 *** for further information.