Senior Adviser – Pathway to Partner
Excellent opportunity for a Senior Financial Adviser – Pathway to Partner
Independent AFSL Investment Advice specialist firm with a focus on wealth management and retirement advice for HNW private clients.
- HNW Private Clients / Premier Boutique Business
- Succession to Principal / Partner role
- Sophisticated Investment clientele
About the Business
Premier multi office boutique providing investment advice to high net worth families and individuals. The exclusive services, personalised approach and consistent performance means they are now one of Australia’s most trusted and best regarded Private Wealth Advisors.
The firm has a large team of Senior Advice specialists with a pathway to Partner for ambitious dedicated professionals with a passion for advice and willingness to learn.
The Role | Senior Financial Adviser – Pathway to Partner
The primary focus of the role is to support (2nd Chair) several Principal Advisers with the day to day management of existing and new clients. You will attend client meetings and assist in the preparation and delivery of presentations (SOA/ROA/Portfolio), provide a high level of service to client enquiries and correspondence, maintain accurate records, and demonstrate a proactive approach to supporting the advice team.
The role is designed for you to succeed the current Principal Adviser/s, steadily engaging with existing clients and then transitioning into the lead relationship manager role. The position will involve continued training, mentoring and personal development leading to a steady transition over time to the Principal Adviser role.
The Person
- 5 years in a senior client relationship management advice role
- Investment, asset allocation & portfolio construction experience
- Advanced technical skills / cash flow modelling / retirement income streams
- Demonstrated client relationship and engagement capabilities
Sound understanding and working knowledge of current regulatory and compliance frameworks.
Passion for investing, financial advice, ambition to achieve, self driven, strong client orientation and ethics, dedication for continued learning and development, and a good sense of humour will be expected.
The Benefits
The successful applicant will be mentored by several highly experienced Investment specialists into one of Australia’s premier private client investment firms. Ideally leading to a long term association and Principal (Partner) Adviser role within the business.
You will enjoy a highly professional atmosphere and culture dedicated to serving clients whilst developing your trade craft. You will enjoy regular direct access to management and senior directors/advisers in the business.
The Rewards
The successful applicant will be offered a competitive salary with benefits commensurate with skills and experience. Future remuneration will involve direct correlation and upside linked to client relationships and business performance.
The business has a demonstrated history of career development. Many of the Partners in the business started as Advisers or Associates in their respective careers in financial advice.
To Apply
Please forward your CV in confidence for review. Successful applicants will receive a full briefing on the business, management, and further details on the role.
Only applicants in Australia will be considered.
UK and South African Advisers – please email us to discuss pathways.