An exciting opportunity exists within a highly regarded and successful national Financial Services organization dedicated to helping individuals and business clients achieve positive financial outcomes.
As a result of continued growth, both organically and through acquisition, the company is seeking to appoint an experienced Senior Wealth Adviser to the position of Partner. The successful candidate will deliver trusted advice and valued service to current and existing clients while contributing to the ongoing growth and success of the business.
In addition, you will provide leadership and mentorship to an established team, supporting professional development and driving the continued growth of the Wealth Management business.
Key responsibilities:
- Manage an established client portfolio consisting of high networth and affluent business clients.
- Identify new business through building and strengthening relationships and collaborating with the internal team.
- Conduct client meetings and develop appropriate technical strategies aligned with clients' financial goals and objectives.
- Contribute to the growth of the Wealth Management capability, including mentoring and developing team members.
- Work alongside Partners to champion business initiatives which support operational efficiencies including AI.
- Maintain strong technical knowledge and ensure compliance with relevant financial services and regulatory requirements.
This is an excellent opportunity to join the Leadership Team and make a meaningful contribution to the ongoing success of the business, its people and its clients. The ideal candidate will be client-focussed and have a genuine passion for financial planning, leadership and developing a successful team.
Key requirements:
- Minimum 7+ years of experience, delivering comprehensive advice to affluent, SME’s and high networth individuals.
- Ability to develop business from within a large internal network of referral partners, including Accountants, Lending and Insurance Advisers.
- Extensive technical knowledge across all areas of advice including SMSF’s.
- Proven leadership and people management skills, ideally within a financial planning practice.
- Excellent communication and relationship-building skills, with the confidence to manage key client relationships.
- A strong client focus and the ability to deliver a high standard of service.
- A commercial mindset with a high level of drive, motivation and a genuine commitment to achieving business objectives.
- The ability to lead by example, inspire others and work collaboratively across the business.
- Tertiary qualification within a relevant financial services discipline.
We are seeking a Senior level Financial Adviser and people leader who is looking to take the next step in their career. The company offer numerous benefits including flexibility with a hybrid work model, autonomy and a generous remuneration package.