The Role
With the continued growth of the financial advice business, an prospect has arisen for an experienced financial adviser.
Through strong client service you will focus your time on servicing an existing book of well-established clients, with the on-going view to grow the book through recent clients sourced by your own referral network. Using all the provided resources of the business you can also benefit from full paraplanning and admin support:
Engage and service a robust book of clients
Conduct discovery meetings with prospective clients and take them through the advice process
Build trust, understand client goals, and guide them through the decision to engage with the business
Skills & Experience
As the ideal candidate for this role you will have:
Proven background in financial advice
Comfortable with presenting solutions to high-value clients
5+ years industry experience
3+ years in providing advice
If this sounds like you, please apply via the link below!
📌 Financial Adviser Inherit A Book Of Hnw Clients! Brisbane
🏢 Vivere Recruitment Group
📍 Brisbane
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