Financial Adviser (Client Manager)
Berritta Consulting
Posted 4 days ago
Fantastic large company with premium client base and referral networks
Client Manager to look after a book of long term clients path to partnership
Maybe someone running a small business / book looking to be part of a larger company
Local networking would be ideal
Take over some of the current partners client base
Long term Path to partnership / Merge or Buy fees
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.
About the role:
Holistic advice
Full administration support provided
The company has been in operation for many years and growing rapidly
Long term loyal clients and huge referral networks
Maybe someone running a small business / book looking to be part of a larger company
Local networking would be ideal
Opportunity to lead and build that office location long-term development plan
Take over some of the partners client base
Long term Path to partnership / Merge or Buy fees
About you:
5 to 10+ years’ experience as an Adviser
High attention to detail
Ability to multitask and good organisational skills
Ambition drive and motivation
Salary is dependent on experience, starting from $120k to $140k + Super + BONUS
Please send CV to [email protected]
About Berritta Consulting
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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