Senior Financial Adviser $113-95K Invest into your future

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Senior Financial Adviser. Well-established Wealth Management firm with a unique marketing and business model.18 month plan to distinct equity options.

Summary about this job

Financial Planning

Company: FinancialServicesJobs.com.au

Location: Sydney

Work type: Full Time

Salary: Confidentially Call/Txt Jaicob 0400675739

Phone: +61-2-7247-3434

Fax: +61-7-6249-5964

E-mail: n\a

Site:

Detail information about job Senior Financial Adviser $113-95K Invest into your future. Terms and conditions vacancy

  • Streamlined client screening process and extremely efficient back office
  • SMSF and Life Risk specialist yearning to meet as many clients as possible
  • Broad APL to develop the best strategy for them regardless of complexity

Confidentially Call or SMS Jaicob on 0400675739

You next career

Further develop your career as an Adviser and join the team at this well-established Wealth Management firm. They’ve constructed a unique business model whereby a marketing team handle the procurement and prequalifying of new leads. The result is a streamlined client screening process whereby you’ll receive warm/hot leads. Combine this with extremely efficient back office and you’ll find your days are spent doing actual advisory of clients rather than administration and applications.

Personality & Strategy

With your magnetic and outgoing personality you’ll spend your days as a hunter, yearning to meet as many potential clients as possible, transitioning them from an initial discussion and goal set to Managed Funds. A high proportion of the client base is the Medico industry, making them HNW and quite complex in strategy. This means you need to be an SMSF and Life Risk specialist, and utilise the licensee’s broad APL to develop the best strategy for the client regardless of complexity.

Qualifications & Experience

With over 8 years’ experience as an Adviser and CFP qualified, the firm has a 12-18 month plan to equity options. It’s what you’re looking for.

INTERESTED:

Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.

NOT INTERESTED

I can provide Financial Services professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Firms.

  • Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
  • The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups

You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles

We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.  

Jaicob Abbott-Atchison 

Financial Services Specialist 

(02) 9467 6767

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