About the role
Manage and grow an established HNW client book within a collaborative, self-licensed advice firm. Deliver holistic advice, work closely with investment specialists and support staff, and build a long-term career with a pathway to partnership.
* Take over an existing HNW client portfolio
* Deliver holistic financial advice including SMSF strategies
* Manage client relationships and ongoing advice reviews
* Convert and onboard new client referrals
* Collaborate with investment advisers and support teams
Skills & Experience
* FASEA exam passed and education completed
* Authorised financial planner with 2+ years of experience
* Holistic advice capability including SMSF
* Client onboarding and lead management experience
* Strong communication and team-first mindset
Benefits
* Inherit an established HNW client book
* Strong and consistent new client referrals
* Salary + super + profit share
* Future opportunities for partnership
* Free onsite parking and central location
About the Company/Culture
This is a well-established, self-licensed financial services firm with a long-standing presence in the Canberra market. The business provides holistic advice, wealth management and SMSF services to predominantly high-net-worth individuals and families. They operate on a flat structure, offer agenuinely supportive environment and have long tenure amongst their team. The culture is collaborative and social, with regular team events and a strong focus on developing staff.
Remuneration is dependent on experience and qualifications - circa $100,000 - $130,000 + super + profit share.
How to apply
If you're interested please send your CV to Ben Sultmann atben@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
For a full list ofsimilar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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