Experienced risk adviser needed to provide both specialist insurance and holistic advice within this boutique firm. 
 

• Great Working Environment
• Competitive Remuneration Package
• Ongoing Referrals Provided

 
This boutique firm is looking for an experienced risk adviser to deal with the increasing number of referrals that are coming into the business.
 
The firm is relatively small but expects significant growth over the next 6 -12 months, so this is a great opportunity to take part in their progression as they build an established name for themselves within the financial planning industry.
 
You will be dealing with a broad range of clients, ranging from wealth accumulators to retirees. The firm has an established relationship with a reputable accountancy firm and you will be dealing with ongoing referrals from the business. You will also be providing specialist risk advice to clients both over the phone and face to face
You will be provided with full paraplanning and administration support and will be given a strong base salary, with the ability to earn substantial bonuses on top.
 
The ideal candidate will have at least 4 years experience as a financial planner and will be DFP qualified as a minimum, with some progression towards ADFP an advantage. 
 
If you would like to find out more, or you wish to express your interest in similar roles, please contact Neil McDonald for a confidential discussion on 02 9247 5655, all applications to be sent neil.mcdonald@whmarkssattin.com