Financial Adviser (Client Manager)
Berritta Consulting
Posted 3 days ago
Fantastic growing company with premium client base and referral networks
Expansion now requires a Client Manager to look after a book of long term clients
Looking to grow the business further in the years to come
Our client is a fantastic Financial Services company with a proven track record and growing.
They have a great team culture and are big on developing their staff due to expansion plans.
Growth now requires a Client Manager to look after a book of clients.
About the role:
120 clients + monthly referrals and leads provided
$700k + Reoccurring revenue
Looking for someone technically strong
The right person will be ambitious and if so will be provided the opportunity of partnership
They specialise in holistic advice
Full administration support provided
About you:
5 to 10+ years’ experience as an Adviser
High attention to detail
Ability to multitask and good organisational skills
Salary is dependent on experience, starting from $140k to $150k + Super + BONUS
Please send CV to [email protected]
About Berritta Consulting
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Financial Adviser (Client Manager)
Berritta Consulting
Financial Adviser (Client Manager)
Berritta Consulting
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