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- Manage an existing client portfolio with no expectation to bring in new clients
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- Relaxed culture + early finishes on a Friday + hybrid WFH flex
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- $140-160k + Super
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COMPANY
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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.
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The firm truly believes in work life balance with limited overtime required.
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ROLE
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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.
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There is no requirement to bring in new clients or conduct new business development.
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CANDIDATE
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The successful candidate will demonstrate the following:
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- 6+ years experience in Financial Planning
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- Degree in Business/Commerce + FASEA compliant
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- Extensive experience with a wide variety of financial products
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- Experience with direct investments, SMSFs, trusts, investment companies
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- Exceptional client relationship management experience and outstanding ability to focus on retention
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- Outstanding longevity and a reliable employment history (non negotiable)
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- Exceptional communication and presentation
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BENEFITS
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The successful candidate will remunerated with an above market salary package of up to $160k+ Super + Bonuses. There is strong earning potential on offer (OTE $200k +).
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This firm has a young and family friendly culture.
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The firm offers 1 day WFH and early finishes on a Friday.