About the Opportunity:We are partnered with a dynamic financial services firm that is experiencing continued growth.
The business provides personal financial advice to a client base of predominantly high net wealth individuals and families.There is an exciting opportunity for a financial adviser to join their Canberra team.
This position is well suited for an experienced adviser that is able to take on a team leader role and provide guidance and mentorship to a team of advisers and support staff.
The ideal candidate has a book of existing clients that they can bring to this role.
If not, you will have existing referral relationships and a proven track record of onboarding new clients and developing a client base.
This is a growth-focused role.Benefits:Growing boutique firm with a focus on HNW clientsTake on a leadership role in the Canberra teamAdmin and paraplanning support providedExclusive investment offeringJoin a firm that encourages work-life balance and flexibilityFlexible start/finish timesPathway to partnership/equityExcellent base salary + bonusThe role:Focus on growth and business development activities; the firm is happy to fund marketing campaignsDevelop a strong referral network and pipeline of client leadsOnboard new clients and develop an ongoing client baseProvide holistic financial advice and an excellent level of serviceContinue to drive business growth through your own book and across the teamProvide ongoing service to your clientsHelp to guide and mentor advisers and support staffAssist directors with business growth and planningAbout you:5+ years of experience as an authorised financial adviserCompleted FASEA required studies and examStrong knowledge of financial strategies across holistic adviceDemonstrated business development successExisting referral relationshipsStrong leadership skillsExcellent communication skillsProactive with a growth mindsetXplan experienceKeen to drive business growth and work towards partnership/equitySalary is flexible depending on experience: $120,000 - $150,000 + super + bonus and future equity opportunities.How to apply:If you're interested, please apply via this ad or send your CV to Ben Sultmann at ****** you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
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