An exciting opportunity is available within a highly regarded and successful national Financial Services group who has experienced continuous grown organically and through acquisition. With a dedicated team of Advisers and support staff in the Brisbane office, we are seeking to appoint a Senior Financial Adviser to manage a premium portfolio consisting of affluent and high networth individuals and successful business owners.
Working closely with the professional services team, your position will deliver trusted advice and a valued service whilst contributing to the ongoing growth and success of the Wealth Management business.
Your key responsibilities will include:
- Manage an established client portfolio consisting of high networth and affluent business clients.
- Identify recent business through building and strengthening relationships and collaborating with the Accounting, Lending, Insurance teams.
- Provide a tailored and quality service to high valued clients.
- Contribute to the growth of the Wealth Management capability, including mentoring and developing team members.
- Work alongside Partners to develop new 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 be part of the leadership team and make a meaningful contribution to the ongoing success of the business, the team and clients. The ideal candidate will be client-focused and have a genuine passion for financial planning, leadership and being part of a successful business.
Key requirements:
- Minimum 7+ years of experience, delivering comprehensive advice to affluent, SME's and high networth individuals.
- Ability to collaborate with the broader team to deliver business growth initiatives.
- Extensive technical knowledge across all areas of advice including SMSF's.
- Proven leadership and 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.
Benefits
- The company offer numerous benefits including flexibility with a hybrid work model, autonomy and a generous remuneration package.