Client Manager Opportunity (Part time option if you wanted to work 3/4 days per week)Well established and loyal client baseThe director handles new client acquisition and lead generationThis role is focus on nurturing relationships and providing exceptional advice.Full team of support to help you in the role
Financial Planner / Review Advisor (Holistic Financial Planning)
Are you passionate about building lasting client relationships. We're seeking a dedicated Review Advisor to manage a portfolio of approximately 100 clients, delivering tailored, holistic financial advice to ensure their success.
Join a dynamic team and focus on what you do best, helping clients achieve their financial dreams.
We would also look at a senior adviser who is looking for part time work 2/3 days per week
What You'll Do
* Develop personalized financial plans for clients' goals, from retirement to wealth growth.
* Provide expert advice across investments, insurance, taxes, and estate planning.
* Regularly review and adjust client portfolios to align with changing needs and markets.
* Build and maintain strong, trust-based relationships to ensure client satisfaction.
* Conduct periodic check-ins to assess progress and update financial strategies.
* Educate clients on financial options to empower informed decision-making.
Who You Are
* Proven experience in holistic financial advising with a client-focused mindset.
* Excellent communicator, making complex financial concepts clear and relatable.
* Detail-oriented, ensuring advice aligns with each client's unique goals.
* Collaborative team player, comfortable working with our business development staff. Passionate about client success, prioritizing long-term trust and satisfaction.
* Knowledgeable in investments, insurance, taxes, and estate planning strategies.
Why Join Us?
Client Manager Opportunity = Part time option if you wanted to work 3/4 days per week
The Director handles new client acquisition and lead generation, freeing you to focus on nurturing relationships and providing exceptional advice. Be part of a supportive team that values your expertise and passion for
Salary dependent on experience and will range between $120 to $150k.
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