Our Client
An excellent opportunity has arisen for a Financial Planner to join an established financial advice firm in Ballarat. You will be taking over an existing book of clients with the support of an experienced back office team. This is a high performing book and there is no expectation to bring on new business, you can do so if you like.
Our client focuses on providing high levels of service to their clients. They pride themselves on their strong brand in the local Ballarat market along with strong referral partners.
This is the ideal role for you if you have over 3 years experience as an Authorised Representative.
Role
* Manage an existing book of high‐end clients (avg fees $10K+)
* Provide holistic advice across: Superannuation, Investments & portfolio management, Insurance, Retirement planning, Wealth and estate structuring
* Work with Paraplanning team and client services team
* Provide quality advice for clients on complex decisions they need to make regarding their wealth
* Leadership: Work closely with staff for performance management, development and succession planning
Requirements
* 3+ years experience as an Authorised Representative
* Experience working with holistic advice and SMAs
* MUST be FASEA compliant and on the FAR.
* Strong client centric approach and ability to build relationships with key referral partners
Benefits
* Flexible hours and WFH around your schedule
* Above Market base and clear bonus structures
* Partnership and equity position - looking for a long‐term staff member
* Great book of clients to inherit
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