Financial Adviser (Client Manager)
Berritta Consulting
Posted 16 days ago
Experience working with SMSF is crucial (+ relevant qualification)
Fantastic large company with premium client base and referral networks
Client Manager to look after a book of long term clients
Take over a large client client base
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.
They pride themselves on their bonus structure and incentives, they also give staff all the tools for development.
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
Take over a client base
Excellent referral networks
About you:
5+ years’ experience as an Adviser
High attention to detail
Experience working with SMSF is crucial (+ relevant qualification)
Ability to multitask and good organisational skills
Ambition drive and motivation
Salary is dependent on experience, on target earnings ranging from $140k to $180k including 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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