Client Adviser - Existing Clients - Gold Coast
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Highly ethical and values driven goals based financial planning firm. Work within a team of approximately 25. Excellent back office support.
Summary about this job
Financial Planning
Company: Ensure Recruitment - Seek Award Winner - Best Small Specialist
Location: Gold Coast
Work type: Full Time
Salary: n\a
Phone: +61-3-3461-1175
Fax: +61-8-5969-4336
E-mail: n\a
Site: n\a
Detail information about job Client Adviser - Existing Clients - Gold Coast. Terms and conditions vacancy
My client is well established and successful financial planning firm and currently due to growth a brilliant opportunity has arisen for an experienced Senior Financial Planner / Private Client Advisor (client focused) to join the team on a permanent basis based in the Gold Coast offices. This role is purely a servicing advisor role maintaining a book of very well looked after clients.Key Duties include:
- Look after an existing book of clients (circa 140 client) - this is purely a servicing adviser role (no new business). The clients are mostly retiree and the book revenue is about $800K.
- Prepare holistic advice to clients (ethical and client centric advice).
- Maintain high level compliance standards
- Being seen as a trusted adviser and driving the profitability across a portfolio of HNW clients
- Undertake quality consultative conversations with clients to understand their needs
- Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
- All client appointments take place in the office (so no after hours or driving involved)
- Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
- ADFS and/or CFP Qualifed
- Tertiary Qualifications ideally
- Solid technical advising knowledge
- Team Player
- Customer centric focussed
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