About the company: This is an exciting and unique opportunity to join an well established, and well respected Wealth Management firm located in the Southern Suburbs of Brisbane. This highly successful and professional firm have developed an outstanding service catering to their clients wealth needs. They focus on creating strong relationships with their clients through providing a hands on approach. My client focusses on investment advice for a client base made up of HNW and UHNW clients.
About the role: We are seeking a Senior Financial Adviser who has strong experience dealing with investment advice, wealth management, and/or stockbroking. Ideally, you will have a client base, or book of clients to bring with you, with the outlook for more clients to be handed to you. There is the future opportunity to become a shareholder within the business.
Benefits:
Operate on a 9 day fortnight
Generous bonus structure
Opportunity to become a shareholder/equity partner
Above market base salary
Little to no BD/sales involved
Professional working environment with a respectful team
Duties:
Ideally, transfer and manage your own book of clients
Manage and build relationships with clients allocated to you
Conduct regular meetings, providing wealth management and investment advice
Create strong relationships with clients, ensuring you provide a genuine, quality service
Collaborate with the team, assisting each other with the workload and research
Skills & experience:
Ideally coming from an investment or stockbroking background
Experienced with investment platforms
Ability to build rapport with clients
Completed or working towards FASEA educational requirements
Passed FASEA exam
Growth driven, have a desire to succeed
Exceptional communication skills
Ability to work well within a team environment
How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Alternatively, contact Scott on 0468 496 046
Please note, only shortlisted candidates will be contacted.
