Senior Financial Adviser - Wholesale Family Office

Senior Financial Adviser - Wholesale Family OfficeA self-licensed boutique based in the beating heart of the eastern suburbs is currently looking for an experienced Financial Advisor to take over a family office wholesale book of clients. This rare opportunity will see you join a business with a fantastic reputation for providing holistic advice to sophisticated clients in their best interest while having the backing of a fantastic back office support team including CSOs and Paraplanners.

The RoleManage and service an existing book of UHNW clients.Provide holistic and detailed strategic and bespoke solutions.Manage client portfolios, predominantly individually managed accounts of direct shares and managed funds.Build on existing referrals and maintain relationships.Be a team player and want to find the genuine best outcome for the client.The Person Minimum of 5 years experience as a Financial Planner.Strong holistic technical knowledge.Experience with complex model portfolios and trust structures.FASEA qualified or on the pathway.In return for joining this exclusive Private Wealth Practice, you will be rewarded with an excellent salary structure as well as an opportunity to earn a substantial bonus.
To apply for the role, please press apply now or call James on 0451 831 861 to discuss.
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