Overview About the Company Our client is one of Australasia's largest providers of integrated financial advisory, accounting and tax services to small and medium enterprises.
Due to continued growth and expansion, they are seeking experienced Financial Advisers who are ready to build their own client base and deliver exceptional service to a diverse portfolio.
The role This role supports the Head of Growth Development in driving new client acquisition for the Wealth advice division.
You will be responsible for identifying and securing new opportunities, enhancing the experience for prospective clients, and addressing unmet needs of existing clients.
By collaborating across Accounting & Tax and Wealth Management teams, you\u2019ll provide tailored advice on wealth, lending, and insurance, ensuring every client receives holistic guidance.
Key Responsibilities Proactively engage with existing client base to uncover financial needs, build relationships, and offer tailored wealth management solutions; Collaborate with Accounting & Tax teams to uncover client needs and deliver relevant wealth strategies; Drive new client acquisition through strategic prospecting, relationship-building, and leading initial discovery meetings; Maintain up to date knowledge of financial trends, regulatory development to deliver relevant client strategies and strengthen the company's market edge; Lead discovery meetings with new and existing clients to assess financial needs, identify financial gaps, and connect them with the right Wealth Management advisers and solutions; Oversee sales from initial prospecting through to closing, maintaining strong control of the pipeline; Manage key client relationships during onboarding and transitions, while collaborating with Adviser teams to ensure a seamless, client-focused experience; Foster relationships with Accountants, Advisers, and specialists to identify and develop wealth opportunities; Act as a business partner to Accounting & Wealth Management teams, fostering credibility and collaboration to drive joint business growth and client engagement; AND Coordinate with the Servicing Adviser team to support efficient client service and transition.
Technical Skills & Qualifications 6+ years of Financial Advice experience; Demonstrated ability to grow client base via strategic pipeline oversight, referral development, and targeted acquisition efforts; Background in professional services, working with Accounting, Tax, or Business Advisory functions (desireable); AND Possess exceptional communication, interpersonal, and relationship-building skills.
If you are interested in this position please apply via the the attached link.
To learn more about this position, please contact: Paris Deligianis / Please note: Only applicant who are Financial Advisers who are qualified to provide personal advice will be considered for this role.
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