The Position

• Long-standing reputation with significant growth plans over the next 5 years
• Build a business within a business – opportunities over the longer term
• Existing and established HNW client book

Reporting to the Advice Partner, the Senior Adviser will be the driving force in the advice business and there are opportunities there for broader leadership roles as the business grows. In the immediate term however, we are seeking someone who can manage a tightly held group of high-net-worth clients that are established. There is capacity to grow this base, and this role will be instrumental in growing the business unit as a whole.

We are seeking an individual who will actively drive growth, who is an impeccable relationship manager and who is seeking a long term professional and dynamic home. The business has a culture of excellence and are consistently moving forward strategically.

Key responsibilities include:

• Get to know and develop relationships with the existing client base and conduct introductions and reviews and be available to answer questions
• Ensure all service deadlines and met and that service standards, quality assurance and compliance are maintained at the highest levels; maintain knowledge on current financial issues and legislation in the industry
• Act on the recommendations of the Investment Committee and provide input when required
• Contribute to the existing Integrated Advice Service Model so that working with Tax and Accounting teams generates referrals and raises the profile of the Financial Advice business internally
• Mentor and coach more junior members of the Advice team on client service delivery and assist their growth in, and understanding of technical and product knowledge

Who we are looking for

• Experience working in a client focused advice business is essential and a strong contemporary understanding of the financial planning industry – good technical base with excellent client engagement skills
• At least 10 years experience as an Adviser, working with HNW clients
• Ready to take the next step in your career – assist with growing a team in a firm where progression opportunities are real
• Strong commercial acumen, growth mindset and a strategic approach
• Appropriate Financial Planning qualifications and currently on the FAR