If you are an experienced Financial Advisor and looking for your next long‑term role working for an exceptional business closer to home, this is the opportunity.
This is an outstanding opportunity to join a highly regarded, growing and established multi‑disciplinary firm and service an existing portfolio of financial planning clients. Working alongside senior advisors and a partner of the firm, we are looking for an advisor who can not only bring strong relationship skills to the table, but one who has strong business growth capabilities to contribute to the ongoing success and growth of the financial planning division.
Roles & Responsibilities
* Servicing an existing portfolio of approximately 70 client groups – predominantly retirees and pre‑retirees
* Conversion of internal referrals to become financial planning clients
* Leveraging your own market reputation and networks to further grow your book – demonstrated new business capabilities and good business acumen
* Provision of quality, goal‑based advice to your clients
* Advice in areas including, but not limited to, retirement planning, investments, insurance and superannuation, SMSF and aged care
* Working closely with senior advice and management team in growing the financial planning arm
Who You Are
* 5+ years experienced as a financial advisor/planner
* CFP or Bachelor Degree qualified and meeting FASEA requirements
* Experience in managing and servicing a quality client portfolio with proven growth
* Experience in retirement planning, investments and insurance advice
* Growth mindset and exceptional relationship skills, as well as experience in working collaboratively with advisors, management and stakeholders
* Team oriented, people oriented, motivated for success
In return, you will be rewarded with a highly attractive remuneration package, flexible hybrid work arrangement, future partnership opportunity for the right person, and the opportunity to work with a truly collaborative, inspiring and driven team of high performers.
Work close to home and further your financial planning career with this reputable, growing and impressive business
Applications can be sent to Kim Eveleigh at ***@ivyrecruitmentpartners.com.au.
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