Investment Adviser
1 day ago
Prestigious Busniess and Brand
- Experienced Supportive and Flexible WFH c
- Attarctive Base plus monthly commission and profit share
**Our client**
They are well established independently owned full-service Wealth Management, Financial Planning and Stockbroking business enjoying significant growth. Their professional self-managed culture and recentky refurbished offices provide staff the ideal location to enjoy a relaxed and healthier work-life balance.
Supporting a shareholder culture, they have a clear plan to grow their business with a focus on scalability by investing in continuous business process improvement and their people and staff retention. The business provides the stability and security of being licensed with the country’s most respected and prestigious independent AFSL who consistently win prestigous industry awards for retail advisory broker and wealth manager of the year.
**The opportunity**
They are looking for a Senior Adviser, or Associate ready to take teh next step in teh carrer. This is a terrific opportunity to join a team of successful Advisers and Directors who support succession planning. With the business experiencing a spike in existing client business, new client and referral partner inflow thet have created an oppening for an astute abd driven Adviser, or Team to join then and share in the success and profits.
**The business**
They are in supported by a full-time practice manager and experienced team of Directirs, Senior Advisers and Funancial Planners, Analysts, Corptate Finance Team, and large team iof experienced admin and adviser support staff.
- Award winning research
- One of the leading research teams in the country
- Regular high-quality IPO and capital raising opportunities for clients
- Holistic and very competitive portfolio management platform
- Professional business workplace and established systems
- Smart Technology, CRM, Research and Digital Platforms
- Supportive and negotiable remuneration package
- Attractive commission rates and high-volume incentives
- On-going CPD training support and development
- REM model to support a high income
**About You**
To be considered you have been a successful private client adviser, stockbroker or financial adviser holding a current (AR) on ASIC adviser register. You ned to be well connected, driven and entreprenerial with proven success in buidling trusted relationships with private HNW clients, familiies and businesses owners.
Passed all mandatory FASEA exams and meeting ASIC education standards hold a Dip ADFP with a current finance related degree or completing your masters.
**The offer**
They are open to discuss a very attractive remuneration package that reflects experience and the client portfolio / FUM that you can bring across. For experienced and proven advisers and planners who are well connected we can discuss a generous commission model, suportive salary, shareholding and profit share.
**Next**
If you are intersted infinding out more then call Simin our Managng Partner for a confidential chat on 0402 075 305, during of after business hiurs.
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**Job Types**: Full-time, Graduate
**Benefits**:
- Employee discount
- Employee mentoring program
- Maternity leave
- Parental leave
- Professional development assistance
- Referral program
- Salary packaging
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Monthly bonus
- Performance bonus
- Retention bonus
- Signing bonus
Ability to commute/relocate:
- Canberra ACT: Reliably commute or planning to relocate before starting work (required)
Work Authorisation:
- Australia (preferred)
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