POSITION FILLED – Senior Financial Adviser | HNW | Sydney | $160k

The Role

The opportunity to apply your professional capabilities in a highly focused integrated Accounting & Financial Advice firm with strong existing HNW and Business sector client relationships. Enjoy a Hybrid advice role initially supporting the Principal with existing clients and ‘soft’ handover to managing these relationships.

Display your passion for Financial Advice in a business with a sole focus on providing high touch service and outstanding advice. You will be servicing client groups with complex technical financial structures and investment needs.

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 5 years’ experience in a client facing advice role encompassing a broad range of client types and demographics.

Demonstrated ability to engage sophisticated clients with advanced relationship skills and experience in a HNW fee for service environment.

You will display advanced technical skills with experience in family tax structures, SMSF’s, directly held assets, cash flow modelling, retirement income streams, and estate planning.

You are a mature advice professional and will demonstrate a high level of client service ethic, aptitude and capabilities, working knowledge of regulatory change and long term investment strategies.

The Rewards

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

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

Graham Smith | Principal Advice Consultant | 0401 213 914