Reporting into the Head of Advice for Victoria, you will work within a team of senior specialists - tax and risk in particular. Your role will be to service an existing group of HNW clients, but to also take in referrals from other established sources and to also play a part in some business development work - although there is an in-house business development specialist to provide most leads. Support will come in the form of an onsite paraplanner and an associate adviser. A technical team is located in Sydney for complicated issues.
You are a financial planner with significant experience. You are a Certified Financial Planner, or very close to completion. You hold a degree. You have worked with clients in the HNW category and likely that you have had some experience in dealing with the significantly wealthy. You are well presented, pride yourself on your relationship skills and have a natural interest in people. Experience with medical clients would be seen as extremely advantageous.
This is an outstanding opportunity to join a group with a rock solid reputation and a well regarded brand. Package includes a significant base salary and super, plus bonuses that are related to both Short Term and Long Term Incentives (i.e., equity in the business over three years).
Send resume to firstname.lastname@example.org or email@example.com