Financial Adviser Well Established Financial Planning Firm 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 new 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 stable employment history (non negotiable) Exceptional communication and presentation BENEFITS The 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 current 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 ME I am a specialist public practice recruiter with 14+ years recruitment experience.
Please feel free to connect with me: LinkedIn : Mobile : ************ Email : Desha[at]rocconsulting.com.au If you have the above criteria apply below, or phone Desha Joseph ************ or email for more information.
#SCR-Desha-Joseph Consultant ****** Reference number: BBBH**** Profession:Banking FinanceFinancial Planning Company: Roc Consulting Date posted: 16th Aug, ****

📌 Financial Adviser - $165K + Super + Bonuses (Brisbane)
🏢 Consulting Group
📍 Brisbane