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Financial Adviser - Leadership and Equity Opportunity

Job description

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