Financial Adviser
7 months ago
Based in Sydney CBD our client is a growing dynamic accounting and financial advice group that is growing their business. Taking over and building on a existing advice client book your role will be to build strong long term relationships with sophisticated clients. You will have access to back office support including Paraplanning and administration support.
**The Role**
- Provide holistic strategic and investment advice to an established book of clients.
- Adhere to Compliance frameworks
- Work closely with support staff to execute advice
- Leverage off relationships with accountants to build on the existing client base.
- Help build and develop the financial advice business.
**The Person**
- Have a minimum of 5 years providing Financial Advice
- Have strong strategic financial advice knowledge
- FASEA Compliant
- Excellent with client relationships
- Strong work ethic
- Ethical approach to advice
- Strong compliance history
In return for joining this practice you as a Financial Adviser you will be rewarded with a salary of $150-160k + Super + Bonus
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