Financial Adviser - North West Region

 

Leading Banking Role - North West Region

Reputable Firm - Great Culture

Top Bonus Structure - Existing Referrals

New opportunity for an established Financial Adviser to work for one of Australias Leading Organisations.

• Technically challenging role
• professional salary package 
• Leading Professional Organisation

This is a rare opportunity for a technically strong, relationship focused financial planner to join a highly successful Private Bank.

In this role you will be allocated your own HNW client base and be working closely with one of the directors who is responsible for bringing in new clients.
In addition to the client base, you will be working in an organisation capable of addressing all areas of a HNW clients needs, including direct equities advice as well as highly complex financial planning strategies.

You will be provided with first class support and research to ensure you can achieve the standard of advice that you wish to provide.
What differentiates this role from Financial Planners in many other banks is that in this environment you are the key point of contact and you control the relationships.

What we are looking for is someone that has,A minimum of three years Financial Planning experience,Strong demonstrated experience successfully dealing with HNW clients ($1m investable assets or more),Completed their DFP (or equivalent) with CFP status being highly regarded;Experience advising on superannuation, investments, risk, taxation as part of a financial plan

Applications and enquiries for this position and similar should be directed to ???@???.??? or for a private conversation contact Neil on (??) ???? ????.