Financial Adviser / Wealth Advice Partner
International Search Partners - Sydney NSW
We have a new opportunity available within a reputable and successful Financial Services company who provide a range of services to their clients nationally. With an integrated service offering that includes Accounting, Wealth Management, Investment, Lending and Insurance advice to help individuals and businesses manage and grow their wealth and protect their assets, the company is focused on meeting the needs of their clients through a collaborative approach to financial management.
Due to continued growth, we are seeking a motivated Senior Financial Adviser who excels at meeting new clients and enjoys the initial Discovery phase. This role emphasizes collaboration and allows you to focus on being in front of clients.
The key elements of your will include the following:
- Meet and engage with new clients, understanding their financial needs and goals.
- Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs
- Partner with the internal team of Accountants and Wealth Advisers
- Develop joint account plans with the Accounting team, to position the Wealth Management service
- Connect clients with an Adviser for ongoing client work
- Enjoy a steady supply of leads from Inbound and Outbound programs
To be successful in securing this position, you will have:
- Previous experience as a Senior Financial Adviser, having been listed on the Adviser register
- Able to communicate with clients across all levels of advice
- Driven, relationship-focused, and self-motivated
- Passionate about meeting new clients and helping them achieve financial success
- A strong collaborator with exceptional relationship and stakeholder management skills
- Excellent business development skills combined with a drive for growth
- Strong commercial and financial acumen
- Excellent oral and written communication skills
This is a great opportunity to join a successful and reputable company, providing flexibility to work from home, autonomy, competitive remuneration package plus uncapped bonus, a supportive and collaborative work environment with opportunity for career progression.
#J-18808-Ljbffr
Wealth Advice Partner - Financial Adviser in Sydney employer: International Search Partners
Join a well-established Financial Planning Practice in Canberra ACT, where your passion for financial planning will be nurtured in a supportive and progressive work environment. With a strong focus on employee growth, you will benefit from ongoing training and development opportunities while working alongside experienced professionals dedicated to delivering independent advice to clients. Enjoy a competitive income and the chance to make a meaningful impact in the lives of retirees and high net worth individuals.
Contact Details:
International Search Partners Recruitment Team
