Financial Adviser (Junior) - Progressive, Mid Tier Firm

The Company:

  • You’ll enjoy working for a highly progressive, self-licensed firm known in the industry for excellence in service delivery. 
  • Progressive in their approach, the practice is well entrenched in the ‘new world’ advice model.
  • Being a mid-sized firm, you’ll benefit from the best of both worlds. Large enough to provide a great learning environment (including the ability to leverage the knowledge base of multiple Advisors) but small enough to maintain a close-knit team

The Role: 

  • Provide holistic, compliant financial advice to a client base that includes a healthy mix of HNW as well as ‘well off’ mums and dads. 
  • Work closely with a strong advice team focused on maximizing your time in front of clients
  • Build and maintain relationships with key referral partners and industry stakeholders
  • Proactively seek opportunities to increase the performance and growth of the business.
  • Hit the ground running – you will be provided with an existing portfolio of clients to manage.

The Good Bits:

  • As a high performer, you will benefit from a generous remuneration package. 
  • A significant investment will be made into your personal and professional development. You will be mentored by one of the leading Advisers in the industry
  • Benefit from having a strong Advice support team in place. The level of experience and qualifications amongst the ‘non client facing’ team is amongst the best in the industry
  • A genuine pathway to equity/partnership is on offer over the medium term for a proven performer if of interest.

Your Experience
Years of experience are not central to the recruitment process in this case. Importantly you’re able to demonstrate the following attributes;

  • Excellent interpersonal and communication skills
  • A commitment to ongoing personal and professional development
  • A mature, commercial approach to client engagement
  • Completion of tertiary studies, in addition to further study as per FASEA requirements
  • Hold current AR status
  • A strong foundation in the Financial Planning industry

Some Realistic Expectations: 

  • Whilst you will be managing an existing client base your ability to engage inbound enquiries is critical
  • Your interpersonal skills are at a high level – being able to influence clients to drive positive outcomes in their personal financial situations is important to the success of the role
  • This practice is an efficiently run, high-service firm. It’s important you bring a solid work ethic to the table.

25/11/2019 $0 Perth 1 Banking & Financial Services
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