About Our Client
Fast-growing property-led wealth business specialising in tax strategies, debt structuring, and residential property investment. The company generates strong inbound lead flow through social and digital channels and operates in a highly commercial, sales-driven environment.
Job Description
* Convert warm inbound leads into new advisory clients
* Conduct Zoom/Teams strategy consultations
* Present Statements of Advice (SOAs) and wealth strategies
* Advise clients on property-led wealth creation, tax strategies, and debt structuring
* Manage high-volume client conversations and follow-ups
* Build trust and drive client conversions through strong presentation skills
* Work closely with the dealer group licensing framework and compliance requirements
* Qualify inbound opportunities and identify suitable wealth strategies
* Educate clients on residential property investment and portfolio growth
* Collaborate with internal teams to progress client implementation
* Maintain accurate client records and compliant advice documentation
* Proactively manage pipeline activity to maximise conversion outcomes
The Successful Applicant
* RG146 qualified with wealth/advice industry experience
* Strong ability to convert warm inbound leads into clients
* Confident presenting SOAs and advice strategies to clients
* Commercial, sales-driven, and high-energy mindset
* Comfortable working in a fast-paced, high-volume environment
* Experience with property investment, wealth creation, or debt structuring preferred
* Strong Zoom/Teams presentation and communication skills
* Proactive approach to pipeline management and client engagement
* Understanding of tax planning and strategic wealth structures advantageous
* Comfortable operating under dealer group licensing and complia
What's on Offer
* Strong inbound lead flow with no cold prospecting required
* Opportunity to work in a high-growth, property-focused wealth business
* Commercial, sales-driven environment with clear upside for high performers
* Exposure to property investment, tax strategy, and debt structuring advice
* Fast-paced role with high client engagement and conversion activity
* Supportive dealer group framework and established compliance structure
* Career growth potential within an expanding advisory business
* Flexibility and autonomy for strong-performing advisers
* Opportunity to build a strong personal track record in wealth stra
* High inbound lead flow
* Strong earning upside
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