Financial Adviser
2 days ago
- Adviser with 2+ years experience or currently a Number 2 Adviser looking after a small book of clients
- Fantastic growing company with premium client base and referral networks
- Big on technology, once the client is plugged in to their systems life gets easier
- Using AI to scale the company
- Full Advice model and estate planning
Our client is a fantastic Financial Services company with a proven track record and growing.
They have a great team culture and are big on developing their staff due to expansion plans.
Growth now requires a Client Manager to look after a book of clients and build further with their referral networks.
About the role:
- Looking for someone technically strong
- They specialise in holistic advice
- Big on technology, once the client is plugged in to their systems life gets easier
- Using AI to scale the company
- Full administration support provided
- Busy team of high performers
- Small book of clients but build the client base further
- Client leads ready for development
- 2 to 5+ years experience
About you:
- Big on technology, once the client is plugged in to their systems life gets easier
- Using AI to scale the company
- High attention to detail
- Ability to multitask and good organisational skills
Salary is dependent on experience, starting from $120k to $140k + Super + BONUS
Please send CV to
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