Senior Financial Adviser
This range is provided by Clarity Partners. Your actual pay will be based on your skills and experience — talk with your... more info
Senior Financial Adviser - Private Wealth
Salary:
80.00 - 100.00
Posted:
09-02-2025
Category:
Corporate Finance Strategic Planning
Canberra,
Job Description
Senior Financial Adviser - Private Wealth Our Client: An excellent opportunity has arisen for a Financial Planner to join an established Private Wealth firm in Canberra. You will be taking over a portion of the client base including new referrals overtime. You will have the support of an experienced back office team and associates.The firm is experiencing exponential growth and our client focuses on providing high levels of service to their clients. They pride themselves on their strong brand in the Canberra market along with strong referral partners.The Role: Build and maintain relationships with clients Manage an existing book of clients and grow the client base by working with referral partners Ensure the Administration team have all the necessary information and documentation to implement the approved financial strategies from the SoA. Approve and sign-off all advice documents, ensuring all advice is consistent with the Client’s goals, risk profile and scope. Provide quality advice for clients on complex decisions they need to make regarding their wealth Work closely with staff for performance management, development and succession planning You Will Need: 3+ years experience as an Authorised Representative Experience working with High Net Worth Clients Highly regarded Experiencing working with SMA highly regarded Go-getter mindset and eager to succeed Strong client centric approach and ability to build relationships with key referral partners Benefits: Great base salary + Uncapped Bonuses Flexible working environment Annual education allowance for all staff Full autonomy in your role Please apply if you have the relevant experience for this role and interested in a confidential conversation. #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 09-02-2025
Category: Corporate Finance Strategic Planning
Canberra,
Related Jobs
Senior Independent Financial Adviser
3 days ago Be among the first 25 applicants Direct message the job poster from Saikal-Skea Independent Financial Advice Are... more info
Asset and Wealth Management, Asset Management Private, Private Equity & Growth Capital Investin[...]
BUSINESSES AND JOB FUNCTIONS ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide... more info
