About the role

Manage and grow an established HNW client book within a collaborative, self-licensed advice firm. Deliver holistic advice, work closely with investment specialists and support staff, and build a long-term career with a pathway to partnership.

• Take over an existing HNW client portfolio
• Deliver holistic financial advice including SMSF strategies
• Manage client relationships and ongoing advice reviews
• Convert and onboard new client referrals
• Collaborate with investment advisers and support teams

Skills & Experience

• FASEA exam passed and education completed
• Authorised financial planner with 2+ years of experience
• Holistic advice capability including SMSF
• Client onboarding and lead management experience
• Strong communication and team-first mindset

Benefits

• Inherit an established HNW client book
• Strong and consistent new client referrals
• Salary + super + profit share
• Future opportunities for partnership
• Free onsite parking and central location

About the Company/Culture

This is a well-established, self-licensed financial services firm with a long-standing presence in the Canberra market. The business provides holistic advice, wealth management and SMSF services to predominantly high-net-worth individuals and families. They operate on a flat structure, offer a genuinely supportive environment and have long tenure amongst their team.  The culture is collaborative and social, with regular team events and a strong focus on developing staff. 

Remuneration is dependent on experience and qualifications - circa $100,000 - $130,000 + super + profit share. 

How to apply:

If you're interested please 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