Financial Adviser - Inherit a book of HNW Clients!

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 new clients sourced by your own referral network. Using all the provided resources of the business you can also perk from full paraplanning and admin support:
Engage and service a solid 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
J-18808-Ljbffr

📌 Financial Adviser Inherit A Book Of Hnw Clients! Brisbane City
🏢 Vivere Recruitment Group
📍 Brisbane