Senior Adviser $141-$127K Acheivable Targets
Principal Financial Adviser - Clients with complex needs. Comprehensive Admin support. Lucrative revenue share. Achievable 2x salary targets.
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Melbourne
Work type: Full Time
Salary: Confidentially call/txt Daniel 0409 125 722
Phone: +61-3-3799-6780
Fax: +61-2-7451-7597
E-mail: n\a
Site: n\a
Detail information about job Senior Adviser $141-$127K Acheivable Targets. Terms and conditions vacancy
Confidentially Call or SMS Daniel on 0409 125 722
Your proven strength and passion is being in front of interesting clients providing solid ethical advice through relationship building. You are working too many hours and not seeing enough net profit at the end of the day. Being entrepreneurial and people focused has brought you this far, you justifiably desire success and the rewards for the time invested.
As a sole operator you have successfully built your business and your client book to what has now become unmanageable for one person.The para planning and back office admin, coupled with the changes to legislation and compliance, is too much of a distraction to contend with. This is preventing you from continuing further growing your book.
My client understands that, to attract you, a clearly defined career and benefit must be available. Advise a full range of demographics; accumulative phase, TTR & SME. Work with a broad APL. Licensee with no derivative to any bank or financial institution. You will build long standing relationships with clients of your own. The goal here is for you to have a future buy into the firm and become a Partner.
You are degree qualified, ADFS, however CFP is an asset.
INTERESTED? Contact Daniel on 0409 125 722 or [email protected] for a confidential chat about these roles.
NOT..... I can still help. As one of the leading Financial Planning Specialist Recruiters in Melbourne and Sydney.
I can also assist you with:
- Advice on the current market – trends and changes
- Providing information on opportunities with Corporate through to boutique firms
- I have a team of specialists that work with me to help with relocation's
- Assistance in negotiating salary and benefits
- Most importantly a confidential service
- Building your resume
CSO to Principal Adviser Levels across Melbourne and Sydney. Call/SMS, obligation free confidential discussion.