Posted a month ago
Description
The Business
Our client is a privately-owned, national wealth management and advisory firm with a multi-decade track record advising high-net-worth individuals, business owners, and families across Australia.
The Opportunity
The team is looking for an experienced Financial Adviser to join in their Brisbane CBD office. As part of a well-supported business, this Adviser will join a team of community-driven professionals with a client-first mindset. With an existing book of high-value, complex clients, the ideal Adviser will be confident in managing HNW relationships, with a long-term career ambition to succeed within the industry.
The Role
- Understanding clients’ immediate needs, long term objectives and level of comfort with risk
- Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
- Provide quality and trusted financial advice
- Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
- Ensuring accuracy and compliance of client files and advice documentation
- Assist providing guidance and technical direction to paraplanners and implementation staff
About You
- 3 to 5 years of experience in Financial Advisory
- Experience working with HNW individuals an advantage.
- Be passionate about servicing clients and interested in an opportunity for the long term.
- ASIC approved qualifications.
- Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest.
- Strong sense of professionalism and a client-centric approach.
- Highly motivated with an ability to generate referrals from existing client base.
- Organisational and prioritisation skills.
- Fast-paced, dynamic environment.
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