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
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.
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$0Perth1 Banking & Financial Services
Apply for this job
Option 1: Use this option if you want to upload a new cover letter and a Resume file