Our Client: An excellent opportunity has arisen for a Financial Planner to join an established financial advice firm in Ballarat. You will be taking over an existing book of clients with the support of an experienced back office team. This is a high performing book and there is no expectation to bring on new business, you can do so if you like.
Our client focuses on providing high levels of service to their clients. They pride themselves on their strong brand in the local Ballarat market along with strong referral partners.
We are open to a PY / Junior Adviser position as well.
The Role:
Manage an existing book of high-end clients (avg fees $10K +)
Provide holistic advice across; Superannuation, Investments & portfolio management, Insurance, Retirement planning, Wealth and estate structuring
Work with Paraplanning team and client services team
Provide quality advice for clients on complex decisions they need to make regarding their wealth
Leadership: Work closely with staff for performance management, development and succession planning
You Will Need:
2+ years experience as an Authorised Representative
Experience working with holistic advice and SMAs
MUST be FASEA compliant and on the FAR.
Solid client centric approach and ability to build relationships with key referral partners
Benefits:
Flexible hours and WFH around your schedule
Above Market base and clear bonus structures (25% upfront)
Partnership and equity position - looking for a long-term staff member
Excellent book of clients to inherit
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