About the Opportunity:

We are partnered with a dynamic financial services firm that is experiencing continued growth. The business provides personal financial advice to a client base of predominantly high net wealth individuals and families. 

There is an exciting opportunity for a financial adviser to join their Canberra team. This position is well suited for an experienced adviser that is able to take on a team leader role and provide guidance and mentorship to a team of advisers and support staff. The ideal candidate has a book of existing clients that they can bring to this role. If not, you will have existing referral relationships and a proven track record of onboarding new clients and developing a client base. This is a growth focused role. 

Benefits:

• Growing boutique firm with a focus on HNW clients

• Take on a leadership role in the Canberra team

• Admin and paraplanning support provided

• Exclusive investment offering

• Join a firm that encourages work-life balance and flexibility

• Flexible start/finish times

• Pathway to partnership/equity

• Excellent base salary + bonus 

The role:

• Focus on growth and business development activities, the firm is happy to fund marketing campaigns

• Develop a strong referral network and pipeline of client leads

• Onboard new clients and develop an ongoing client base

• Provide holistic financial advice and an excellent level of service

• Continue to drive business growth through your own book and across the team

• Provide ongoing service to your clients 

• Help to guide and mentor advisers and support staff

• Assist directors with business growth and planning

About you:

• 5+ years of experience as an authorised financial adviser 

• Completed FASEA required studies and exam 

• Strong knowledge of financial strategies across holistic advice

• Demonstrated business development success 

• Existing referral relationships 

• Strong leadership skills

• Excellent communication skills

• Proactive with a growth mindset

• Xplan experience

• Keen to drive business growth and work towards partnership/equity

Salary is flexible depending on experience: circa $150,000 + super + bonus and future equity opportunities. 

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs