Description

Financial AdviserWell Established Financial Planning FirmManage an existing client portfolio with no expectation to bring in new clientsRelaxed culture + early finishes on a Friday + hybrid WFH flex$140-165k + SuperCOMPANYThis represents an incredible opportunity with a well established Financial Advisory firm based in Fortitude Valley. This firm has been in operation for 20+ years and have built an amazing portfolio of high net worth clients. The firm is well positioned for growth in the future.The firm truly believes in work life balance with limited overtime required.ROLEDue to growth, the position of Senior Financial Advisor has been created. This position will suit a candidate who has exceptional client relationship management skills. There will be an existing client base provided and extensive internal referrals provided. The average client has circa $1.3m FUM and an average fee of $8,000.There is no requirement to bring in new clients or conduct new business development.CANDIDATEThe successful candidate will demonstrate the following:6+ years experience in Financial PlanningDegree in Business/Commerce + FASEA compliantExtensive experience with a wide variety of financial productsExperience with direct investments, SMSFs, trusts, investment companiesStrong working knowledge of XplanA team playerExceptional client relationship management experience and outstanding ability to focus on retentionOutstanding longevity and a stable employment history (non negotiable)Exceptional communication and presentationBENEFITSThe successful candidate will remunerated with an above market salary package of up to $165k+ Super + Bonuses.Whilst there is no expectation to bring in new clients, bonuses are paid for any new clients introduced to the firm. There is strong earning potential on offer (OTE $200k +).This firm has a young and family friendly culture.The firm offers 1 day WFH and early finishes on a Friday.Long term progression to equity is on the cards.ABOUT MEI am a specialist public practice recruiter with 14+ years recruitment experience.Please feel free to connect with me:LinkedIn: https://www.linkedin.com/in/deshajosephMobile: 04•• ••• 709Email: Desha[at]rocconsulting.com.auIf you have the above criteria apply below, or phone Desha Joseph 04•• ••• 709 or email for more information.#SCR-Desha-Joseph