This is a rare opportunity for an experienced Financial Adviser to join a well-established and highly regarded advice business with a strong referral partnership, a loyal client base and a genuine pathway to equity ownership.
Working closely with a successful accounting firm, you will benefit from a combination of existing clients, warm referral opportunities and ongoing introductions through a long-standing and highly productive referral relationship. With a steady flow of new business and a portfolio to inherit from an Adviser transitioning toward retirement, you will be well positioned to build long-term relationships and grow your client base from day one.
Providing holistic financial advice across wealth creation, retirement planning, superannuation, personal insurance, taxation strategies, estate planning and SMSFs, you will work with a diverse client base that includes professionals, business owners, retirees and high-net-worth individuals.
This is a business that genuinely invests in its people. You will be supported by an experienced team of Associate Advisers, Paraplanners and Client Services professionals, allowing you to focus on what you do best: building relationships, delivering quality advice and growing your book.
Strong and established referral partnership with a successful accounting firm
Existing client portfolio to inherit, alongside ongoing new client referrals
Highly respected business with an excellent reputation and loyal client base
Dedicated support from Associate Advisers, Paraplanners and Client Services professionals
Team-oriented team culture with approachable leadership
Equity opportunity of 10-20% available within 12-18 months for the right candidate
The successful candidate will have:
A minimum of 3 years' experience providing holistic financial advice
Satisfaction of FASEA education requirements
Strong technical and strategic advice knowledge
Commitment to compliance, due diligence and best-interest advice
Outstanding communication and relationship-building skills
A proven ability to convert, retain and grow client relationships
A collaborative approach and genuine desire to contribute to a growing business
This opportunity will suit an Adviser who enjoys both servicing existing clients and converting quality referral opportunities into long-term relationships. If you are looking for a business with strong support, consistent client flow and a genuine pathway to ownership, this role offers a compelling next step.