We have a new opportunity available within a reputable and successful Financial Services company who provide a range of services to their clients nationally. With an integrated service offering that includes Accounting, Wealth Management, Investment, Lending and Insurance advice to help individuals and businesses manage and grow their wealth and protect their assets, the company is focused on meeting the needs of their clients through a collaborative approach to financial management.
Due to continued growth, we are seeking a motivated Senior Financial Adviser who excels at meeting new clients and enjoys the initial Discovery phase. This role emphasizes collaboration and allows you to focus on being in front of clients.
The key elements of your will include the following:
Meet and engage with current clients, understanding their financial needs and goals.
Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs
Partner with the internal team of Accountants and Wealth Advisers
Develop joint account plans with the Accounting team,
to position the Wealth Management service
Connect clients with an Adviser for ongoing client work
Enjoy a steady supply of leads from Inbound and Outbound programs
To be successful in securing this position, you will have:
Previous experience as a Senior Financial Adviser, having been listed on the Adviser register
Able to communicate with clients across all levels of advice
Driven, relationship-focused, and self-motivated
Passionate about meeting new clients and helping them achieve financial success
A strong collaborator with exceptional relationship and stakeholder management skills
Excellent business development skills combined with a drive for growth
Solid commercial and financial acumen
Excellent oral and written communication skills
This is a excellent opportunity to join a successful and reputable company, providing flexibility to work from home, autonomy, competitive remuneration package plus uncapped bonus, a supportive and collaborative work environment with opportunity for career progression.
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📌 Wealth Advice Partner Sydney (Australia)
🏢 International Search Partners
📍 Australia
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