Investmet Adviser or Team

7 days ago


Gold Coast, Australia SJM Search & Selection Full time

Prestigious Boutique and Brand
- Experienced Fun Team and Flexible workplac
- Base plus commission and profit share

**Our client**

They are well established independently owned full-service Wealth Management businesses enjoying significant growth. Their professional self-managed workplace 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 people. The business provides stability and security of being licensed with the country’s most respected and prestigious independent AFSL who consistently win industry awards for retail broker and wealth manager of the year.

**The opportunity**

They are looking for a senior adviser to join them as on eof the directors is succession planning. With the business experiencing a spike in new client and referral partner inflow the have teh opportunity to appoint a Team of Advisers and an Associate Adviser or DA.

The business in supported by a full-time practice manager and experienced team of administration 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 step**

To have a confidential chat over the phone during or after business hours, please contact our Managing Partner, Simon on 0402 075 305. SJM Search and Selection work exclusively with our clients to manage a specific one-off search as well as maange their on-going strategic recruitment.

**Salary**: $100,000.00 - $450,000.00 per year

**Benefits**:

- Employee discount
- Professional development assistance
- Referral program
- Salary packaging
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus
- Commission
- Signing bonus

Ability to commute/relocate:

- Gold Coast QLD: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)



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