AddressClarity Wealth is a fast – paced growing advice business in Western Sydney. Based in Penrith we also have offices in Richmond and the City. We provide financial planning solutions to clients from all stages of their life. We partner and are attached to a fast-growing accounting practice that gives us the opportunity to work with a wide array of clients and as a consistent source of qualified referrals.
The Role
This is a unique opportunity to join a boutique financial advice practice on its pathway to exceptional growth. We are looking for an advisor who is looking to begin their pathway into growing a financial advice practice. You will be responsible for servicing a strong, pre vetted source of leads. We are looking for someone that sees the opportunities that come with having a strong source of leads and contributing to a young growing financial advice business. We would like someone that has had broad experience in providing advice including retirees, small business owners, and accumulators. You would be required to:
· Work with clients to establish their immediate goals and needs
· Understand suitable structures and strategies that may be available to them.
· Provide sound, timely and compliant advice.
· Ensure a sound compliance record consistently
· Assist in providing training to support staff and improvement of internal processes.
· Possibly attend networking sessions to assist in the growth of the business and brand
About You
Preferably you will have at least 3 years of financial advice experience and at a minimum be providing advice in areas of retirees, pre – retirees and insurance. You must be Fasea approved and have no outstanding education requirements. You must be willing to grow a business book from scratch (a unique opportunity) but also have the ability to take on reviews if required.
Clarity Wealth provides bespoke advice to clients and considers each person’s unique situation, so we require someone with a personable, sympathetic and client centric approach. You also would be highly motivated to capitalise on the leads provided to you.
