An exceptional opportunity has presented with a highly respected financial advisory firm in Miranda. This firm is a long established, high profile business that has an excellent reputation for provision of quality tailored financial advice to its loyal and longstanding clientele.

The opportunity for an experienced financial advisor now exists to take over and service an existing book of approximately 60 client groups and to utilise these relationships as well as referral sources and your own business development capabilities to further grow this book.

The role will require an experienced advisor who has excellent relationship building skills and holistic financial planning experience. The right candidate will have a proven background in not only provision of quality financial advice to a broad mix of clients in order to deliver an outstanding experience for the firm's clientele but a candidate who is looking for a permanent long term firm to cement themselves with long term, hence suiting a candidate local to the Miranda area ideally.

In turn, you will be afforded the opportunity to join a very impressive business offering a great work place culture and team environment in addition to ongoing opportunity for growth and career progression.

Requirements:

Proven background as a financial advisor providing holistic advice to a range of clients

Believe in goals-based advice backed by sound financial strategies

Suitably qualified at degree level and meeting all FASEA requirements (essential)

Ability to work collaboratively with broader team and establish long lasting relationships with clients and team

Strong knowledge and experience in holistic financial planning, investments, superannuation, SMAs etc.

Exceptional time management and organisational skills

Sound communication, interpersonal and relationship building skills

3+ years in a financial planner role

This is an exemplary opportunity a very respected boutique advisory firm that will offer an exceptional workplace culture, cohesive and collaborative team environment, and ongoing career opportunity. You will be rewarded with not only a highly attractive remuneration package, but a hybrid work model and additional benefits.

Applications to be sent to Kim Eveleigh at [email protected] or for a confidential discussion, call Kim on 0405 990 045.