Our client, a well established and growing wealth advisory firm located in the heart of Ipswich, is seeking a highly skilled and experienced Senior Financial Adviser to manage and service an existing portfolio of engaged clients. This is a rare prospect to inherit an existing client base while working in a professional firm renowned for its client centric, down to earth approach and fantastic culture!
About the Business
Our client has built a strong reputation for providing comprehensive and holistic financial advice to their loyal and expanding client base. They pride themselves on fostering long-term relationships and delivering tailored solutions to meet their clients' needs. With a true collaborative culture and a passion for excellence, this is an ideal place to hang your hat and call home.
We see plenty of firms looking for advisers, but opportunities in a business like this - do not come along often.
About the Role
· Manage an existing portfolio of clients, supported by organic internal leads.
· Provide exceptional service to engaged clients and concentrate on what a true Adviser role should be.
· Be supported by engaged and experienced Paraplanners, Clients Service Officers/Administrators.
About You
· At least 5 years of experience as a Financial Adviser with a strong understanding of holistic financial planning.
· Experience with XPLAN (desired).
· Exceptional verbal and written communication skills.
· High attention to detail, excellent organisational skills and the ability to multi-task.
· A motivated team player who thrives in a collaborative environment, with great people skills.
· Proven capability to establish and nurture strong connections with both clients and stakeholders.
· FASEA higher education requirements met.
What’s on Offer
· A very competitive remuneration package, commensurate with experience.
· Open to WFH flexibility after successful completion of probation.
· A well structured support system, including administrative and paraplanning assistance.
· The chance to be a part of a happy, supportive, passionate and down to earth team.
Location
· This role is based in Ipswich.
How to Apply
If you’re ready to take the next step in your career, we’d love to hear from you. To apply, click ‘Apply Now’ or contact Lisa on 0410 10 43 43 for a confidential discussion. This one won't last long - don't delay your application.