The Business
Embark on an exciting career journey with one of our fastest growing clients, a leading integrated financial advisory firm that has been in business for more than 30 years. As a result of strategic expansion over the last few years, the team has been growing and they are now in need of some high quality financial advisory talent.
With impressive results and a robust pipeline of qualified accounting referrals, there is currently an enormous opportunity for someone who enjoys converting clients and delivering comprehensive financial solutions over the long term.
The Opportunity
This is an exceptional opening for a seasoned professional who is passionate about relationships and wants to focus on what truly matters – the clients. With a highly efficient back office handling all the administrative load, you will be free to dedicate your expertise to client interactions and fostering strong partnerships with the internal business networks. You will engage with a diverse client base, including:
SMEs across various industriesIndustrial and agricultural businessesRegional enterprisesIndividuals at different life stagesThe Role
The role will embody the group's comprehensive approach where you will act as a personal CFO for most clients. You will have the opportunity to share financial intelligence, deliver actionable insights, build tailored solutions and guide clients on their journey to financial freedom.
Contribute to the expanding client base by engaging with new, pre-qualified referrals, leveraging the established pipeline of opportunities within other offices.Utilise your expertise to confidently onboard new clients, converting initial meetings into long-term relationships that align with their values of excellence.Collaborate closely with the internal accounting partners and professionals ensuring seamless integration of financial planning services.Assume responsibility for a portfolio of existing clients, delivering exceptional solutions that exceed expectations.Conduct comprehensive client meetings and reviews and develop and refine strategies subject to client needs.Proactively explore innovative financial strategies for clients.Periodically visit 1-2 regional offices to support growth initiatives and serve the diverse client base across industrial, agricultural and regional enterprises. What you will need Extensive experience delivering comprehensive financial advice, preferably with some of that experience gained with an AFSL environment, demonstrating a thorough understanding of the full client relationship lifecycle.Proven track record in managing complex financial structures and delivering tailored solutions.Confident demeanour and the ability to engage effectively with high-level clients coupled with a decisive nature and strong attention to detail.Willingness to support expansion within the region by regularly visiting offices in country Victoria from time to time.Adaptability to the cyclical nature of accounting workflows, particularly during peak periods such as tax season, ensuring consistent, high-quality service delivery.Relevant and up to date tertiary qualifications in Financial Advice with an excellent compliance record. #J-18808-Ljbffr