POSITION FILLED | HNW Adviser | Sydney CBD | to $140k package

POSITION FILLED | HNW Adviser | Sydney CBD | to $140k package

  • HNW Client Book
  • Excellent Systems & Collaborative Management Team
  • Dedicated Client Service Support Team
  • Salary Negotiable depending on experience, plus bonus

The Role

The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing HNW client relationships

Recruit 2 Advice | Financial Planning Recruitment | HNW Adviser Role

Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.

Benefit from a high level of internal support with dedicated administration with all back office function taken care of by the team, with the exception of strategy development, file notes, client interaction, cash flow modelling, and overall client relationship management responsibility.

The Person

Ideal applicants will have 3 years’ experience in a client facing advice role encompassing a broad range of client types and demographics.

Demonstrated experience working with HNW clients in a fee for service environment.

You will display advanced technical skills with experience in tax structures, SMSF’s, directly held assets, cash flow modelling, retirement income streams, and estate planning. For family groups, SMSF’s, Trusts and Business Succession. Insurance Advice will be highly regarded.

The Rewards

A highly attractive package will be negotiated for the successful applicant inclusive of base salary negotiable plus superannuation and potential for bonus.

Please contact us to make an expression of interest and receive a full brief on the company and position.

Job Category: Financial Planner
Job Type: Full Time
Job Location: Sydney
Experience: 5 Years plus
Salary Range: Negotibale

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