This company is considered to be one of the leading financial planning practices in Australia. Their Financial Planners provide holistic financial advice to a range of mid-high net worth clients.
- Holistic Private Client Adviser
- HNW Client Exposure Essential
- Excellent Remuneration Package & Bonuses
In this role you will be based in the Sydney CBD Office. You will be working alongside some of the industries most highly regarded financial planners in a company with a reputation for excellence. You will be developing internal referral sources from these individuals who will identify appropriate clients for you to deal with.
You will be expected to structure appropriate equity strategies for clients and be supported by with strong research and an external team that will execute your advice.This role is seen to be service focused rather than purely transactional, as such your background and personality fit will be important.
We are seeking applications from individuals with the following;
- A minimum of 4/5 years financial planning experience.
- A demonstrated ability retain HNW clients
- Tertiary qualifications;
- Fully DFP qualified (or equivalent), with CFP status being highly regarded;
- Accounting background, strong technical knowledge
- Proven Top Tier Private Client Exposure
If you meet all of the above criteria please send your application to
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