Client centric focused model working with HNW existing clients
Excellent remuneration on offer
My client is a leading Private Client Advisory firm and currently due to growth a brilliant opportunity has arisen for an experienced Senior Financial Planner / Private Client Advisor (client focused) to join the team in Adelaide on a permanent basis.
The role will involve providing sophisticated and highly ethical financial planning advice to the firms private clients and maintain long term relationships that will enable clients to achieve their financial goals.
Key Duties include:
Provide client centric focused holistic advice to clients (mainly retiree and pre-retiree clients).
Prepare investment and strategic advice to clients
Maintain high level compliance standards
New clients will be identified through client referrals
Identify opportunities and provide holistic wealth advice to customers with complex wealth needs
Being seen as a trusted adviser and driving the profitability across a portfolio of HNW customers
Undertake quality consultative conversations with clients to understand their needs
Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
ADFP and/or CFP Qualifed
Tertiary Qualifications ideally
Solid technical advising knowledge
To be considered for this opportunity confidentially please email your resume via the link below or to hear more about this role and other opportunities across the Wealth Management sector, please contact Paul Zantuck on 03 8637 7320 or firstname.lastname@example.org