Private Client Advisor- Equity Potential

• Work closely with Partners of an Accounting firm who will refer to you
• Combination of existing client, plus lots of new client referrals
• Reputable business with a loyal client base

This organization is a highly reputable Financial Planning firm that has a rare and exciting opportunity for an experienced and qualified Private Client Advisor to join its team.

Your role will be responsible for the provision of holistic advice to a broad range of clients including; retirement & investment planning, wealth creation, income streams, taxation, estate planning, superannuation, SMSF's, personal insurance and much more. You will develop and sustain long-term relationships and ensure your advice is fully compliant with all legislative and AFSL requirements. You will be taking over a portfolio of clients from an existing Advisor (who will remain with the business), and be introduced to new clients by the Accountants as part of a formalised and very successful JV.

The General Manager of this business is highly approachable, and the team is high performing with a great culture. You will be supported by a dedicated team of Associate Advisors, Paraplanners and Client Services Managers.

The Accountants in this business are invested in the growth of the financial planning arm of the firm, and they will be referring lots of new clients. This role is suited to someone who enjoys onboarding new clients.  You must be motivated by success, and you will be highly rewarded for it.

To be considered for this position you must have the following:

• Minimum of 3 years experience providing face-to-face holistic advice
• Tick the FASEA boxes
• Focused on due diligence and compliance
• Excellent technical knowledge
• Strong communication skills
• Team player
• Have a proven track record working with JV or referral partners

Equity is absolutely an option in this role.

If you are interested in this career opportunity, please send your resume to:

Kiera Brown

Principal Consultant

FS Recruitment Solutions

******@fsrecruit.com.au

040 959 8***