This is an exceptional chance for an experienced financial planner to join a premium boutique advisory firm dedicated to provision of quality, tailored financial advice to its enviable clientele.
Inheriting an existing portfolio of clients, there is also plenty of opportunity to further grow this client base through effective relationship building and leveraging from existing referrals and partner relationships. The role will then be responsible for providing appropriate strategic recommendations and exceptional client service whilst fulfilling a fiduciary role to clients in financial advice recommendations.
Key responsibilities
- Network, leverage leads and seize opportunities to increase your client base
- Develop referral sources in order to introduce new clients to the firm
- Providing high end ongoing service to your existing clients
- Assess clients' financial situations, offer strategic advice on various financial products and services, and develop personalised financial plans for individual clients
- Attend to client meetings (reviews, new clients, SOA presentations)
- Provide client advice following meetings, preparing strategy/recommendations for paraplanners to write, vetting advice
- Service all clients within their EFDS period and to stated service standards
About you
- Knowledge of investment and insurance products
- Extensive knowledge of financial services industry and products
- Knowledge of legislative and compliance requirements
- Knowledge of taxation, Centrelink, Estate planning issues
- Knowledge of self-managed superannuation funds
- Margin Lending experience from within the last five years essential
- Excellent presentation and communication
- Motivated by growth of client book and financial incentives
In turn, you will be afforded the opportunity to work with a highly regarded firm, under the management of a very respected industry leader and working alongside an accomplished advice team. You will have full PP and CS support and there is an extremely lucrative bonus structure in place.
Interested advisors can apply to Kim Eveleigh at ***@ivyrecruitmentpartners.com.au.