Strategic Financial Advisor Opportunity
This role presents a unique chance for an experienced financial advisor to make a significant impact in a successful business. The ideal candidate will have 5+ years of experience in providing holistic financial guidance and be responsible for developing strategic plans for high net worth individuals.
About the Role
* Deliver comprehensive financial solutions to meet the complex needs of clients
* Maintain strong relationships with existing clients and build new ones through exceptional service
* Liaise effectively with support teams to ensure seamless execution of client strategies
Requirements
* Extensive experience working as a financial advisor
* Strong business acumen and ability to build strong, long-lasting relationships
* Demonstrated understanding of compliance frameworks in the financial industry
* Accreditation such as ADFP or CFP
* Tertiary degree aligned with relevant education requirements
Benefits
* A competitive remuneration package
* The opportunity to work in an independent advisory business
* A positive work-life balance encouraged with flexible working arrangements
As a key member of our team, you will have the opportunity to grow and develop your skills in a dynamic and supportive environment. We are committed to helping you succeed and reach your full potential.