Senior Financial Advisor - Gold Coast South - $110,000 plus super

All vacancies of AustraliaBanking & Financial ServicesSenior Financial Advisor - Gold Coast South - $110,000 plus super

Well established, High Net Worth client base. Position available due to an existing Advisor retiring, enjoy exceptional back office support

Summary about this job

Financial Planning

Company: Sinclair Recruitment Pty Ltd

Location: Gold Coast

Work type: Full Time

Salary: Contact Daniel Jensen

Phone: +61-2-2392-4470

Fax: +61-7-1511-5069

E-mail: n\a

Site:

Detail information about job Senior Financial Advisor - Gold Coast South - $110,000 plus super. Terms and conditions vacancy

  • Join an elite brand and enjoy a boutique company culture
  • Long standing and established High Net Worth client base
  • $110,000 plus superannuation and 0-40% bonuses

Our client is a renowned firm based on the southern end of the vibrant Gold Coast who offer holistic advice and work closely with their diverse client base to help them achieve their financial goals and dreams. Their team partake in regular training to keep up to date with legislation, industry changes, new investment strategies and product enhancements. Their inclusive culture encourages an open environment where colleagues support one another, share ideas and are backed by an open door management policy.

A rare and coveted opportunity exists for a Senior Financial Advisor to join this long standing and successful firm due to an existing Advisor transitioning into retirement. You will act as a mentor to an Associate Advisor and be backed by a long standing Client Services team in addition to a highly experienced Paraplanning team who take great care to ensure that SoA's are of the highest standard and personalised to suit your taste. You will inherit a well established base of clients and offer high level, holistic advice along with a personalised, high touch approach.

To be considered for this role you will

H

  • ave a relevant tertiary qualification (CFP highly advantageous)
  • Possess high level experience particularly with SMSF and Direct Equities
  • Previously have mentored graduates/ junior staff
  • Understand your clients immediate needs, long term objectives and level of comfort with risk

On offer is a salary of $110,000 plus superannuation and a lucrative bonus scheme. In this pivotal role you will inherit an exceptional base of clients and be backed by a market leading brand, we are looking to conduct interviews immediately so don't hesitate in applying for this rare and authentic career opportunity or contacting Sinclair Recruitment to discuss this role in absolute discretion.

 

To apply for this exciting role, please forward your resume in our preferred Word or PDF format of 2MB or smaller to: [email protected] quoting Ref: 84436.

For any queries regarding this or other roles, please phone Daniel Jensen on 1300 JOBHUNT (562 486).

Voted Australia's favourite recruiter 2011, 2012 and 2013 and a Sara Legend from 2014 to 2016

THANK YOU FOR SUPPORTING A 100% OWNED AUSTRALIAN COMPANY

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