Senior Financial Adviser

We are a highly regarded National Financial Services Group who have specialized in providing financial advice to high networth individuals and Family Office. As part of continued growth we are seeking to appoint a Senior Financial Adviser who is client focused, team orientated and technically minded to join the Brisbane team.

Reporting to the Head of Advice, your role will work closely alongside a team of Investment and Banking specialists to determine the appropriate technical strategy for the clients  overall financial portfolio.  In addition your responsibilities will include: 

Key responsibilities:

  • Provide complex strategic advice to individuals with upwards of $1Mil in Net Investable Assets.
  • Manage and grow relationships within existing clients whilst identifying new business opportunities. 
  • Work alongside external professional representatives (ie Accountants, Legal)  of the client to negotiate mutual outcomes.
  • Act within compliance guidelines and in best interests of clients

Key Requirements:

  • Strong technical knowledge of Investments, Trusts, Taxation.
  • Good communication, ability to form relationships with affluent clients whilst identify new referral opportunities.  
  • Strong client focus, professional focus.
  • Exceptional organisational and negotiation.
  • Team oriented and collaborative attitude
  • Professional and well presented. 
  • Tertiary qualified with completion of the FASEA requirements, SMSF & Margin Lending Accreditations. 

22/06/2020 $0 Brisbane 1 Banking & Financial Services
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