This CBD based business provides strategic wealth management advice to clients who are primarily High Net Worth individuals: Retirees, Executives, Family groups and Wealth Accumulators. A core part of the service offering centres around the Managed Account Model Portfolio service offering, which enables client portfolios to be managed very efficiently and in a disciplined manner.
This exceptional position presents a unique opportunity for a qualified and experienced financial planner to partner with a number of small accounting firms, servicing the new client referrals they produce.
In this small and close-knit team of qualified and experienced staff, you will have an opportunity to make a real contribution. You will be responsible for managing and building relationships with referral partners, and providing high quality, holistic advice to existing clients. You will be provided with extensive support and infrastructure to allow you to focus on building relationships and providing quality advice.
To be successful in this unique role, you will be a qualified financial planner with a demonstrated ability in building fruitful and long-term relationships with both referrers and clients. You will be driven by providing compliant and relevant advice, and have an absolute commitment to providing the highest possible level of service to every client, every time!
ADFS or equivalent qualifications are essential, and CFP and degree qualifications would be highly regarded.
If this sounds like the opportunity you have been looking for, please contact:
Kiera Brown Principal Consultant FS Recruitment Solutions
kbrown@fsrecruitmentsolutions.com.au 0409598111
To view all roles registered with FS Recruitment, please visit our website www.fsrecruitmentsolutions.com.au or like us on facebook facebook.com/fsrecruitment