Financial Adviser - $160k + Super + bonuses
Manage an existing client portfolio with no expectation to bring in new clients
Relaxed culture + early finishes on a Friday + hybrid WFH flex
$*k + Super
COMPANY
This 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.
ROLE
Due 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 current clients or conduct new business development.
CANDIDATE
The successful candidate will demonstrate the following:
6+ years
experience in Financial Planning
Degree in Business/Commerce + FASEA compliant
Extensive experience with a wide variety of financial products
Experience with direct investments, SMSFs, trusts, investment companies
Exceptional client relationship management experience and outstanding ability to focus on retention
Outstanding longevity and a secure employment history
(non negotiable)
Exceptional communication and presentation
BENEFITS
The successful candidate will remunerated with an above market salary package of up to $160k+ Super + Bonuses. There is solid 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.
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