Top remuneration package for ideal candidate, Take over existing client book, CBD Location.
Our client is a boutique that works with high net worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for high net worth clients who lack strategy to plan and grow their wealth in the most effective way. The objective of the role is to deliver quality advice and turn prospective clients into loyal members.
This is the ideal role for an experienced financial adviser with over 5 years experience within Direct Investment Advice and self - managed superannuation funds.
Provide quality advice and recommendations for high net worth clients like doctors or medical staff based on their circumstances.
Adhere policies and procedures in relation to compliance with financial services law and the Companys AFSL conditions.
Build and maintain relationships with customers and clients.
Provide exceptional service to members and provide genuine advice with the members best interest
Prepare financial plans for clients with regards to superannuation and investment products ensuring it suits their specific needs and lifestyle
Provide advice across superannuation and investments,
Coach small team of advisers to develop your leadership experience for your own progression
Comply with regulation and follow protocol
You Will Need:
5+ years financial planning experience within superannuation, investments and life insurance
Experience working with high net worth clients
Proven record of driving revenue and results
Leadership and management experience
Excellent communication skills with clients and colleagues
Meet registration requirements with TASA
16/03/2020$0CBD, Inner West & Eastern Suburbs1 Banking & Financial Services
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