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
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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