Principal Financial Adviser

2 weeks ago

Sydney, Australia Cartwright Jones Full time

Based in the western Suburbs our client is a growing dynamic Accounting group that is growing their advice division. Taking over and building on a existing advice client book your role will be to drive the financial advice business forward and help develop the organisations financial advice business. You will have access to back office support including Paraplanning an 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
- CFP desired
- 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 $160-200k + Super + Bonus

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