Senior Financial Planner

vor 4 Wochen

Wien, Wien, Österreich at Vollzeit

Woods & Co Recruitment have partnered with a highly regarded independent financial advice firm. They are seeking a Senior Financial Adviser to join their team. This is an exceptional opportunity for a self-motivated professional to work in a self-licensed environment with an existing book of high-net-worth clients.

What's in it for you?

  • Attractive remuneration package: $130,000 - $160,000 + Super.
  • Access to a self-licensed structure offering flexibility and independence.
  • Work with a prestigious firm known for its client-centric approach.
  • Supportive, collaborative workplace culture with ongoing professional development.
Minimum Requirements:
  • Minimum 5 years' experience as a Financial Adviser.
  • A relevant degree in finance, commerce, or a related field (FASEA-approved qualifications preferred).
  • Proven success in managing and retaining a book of clients.
  • Strong technical knowledge across financial planning strategies, investments, and compliance.
  • Exceptional communication and interpersonal skills, with a focus on delivering personalised solutions.
  • A current ASIC Adviser Registration and ability to meet ongoing compliance requirements.
Responsibilities:
  • Manage and grow a portfolio of existing clients, providing tailored financial advice.
  • Deliver comprehensive strategies across wealth creation, retirement planning, investments, and more.
  • Foster long-term relationships with clients, focusing on trust and exceptional service.
  • Maintain compliance with self-licensing standards and uphold the firm's strong reputation for integrity and excellence.
  • Contribute to the team by mentoring junior advisers and collaborating on business growth initiatives.
Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce which values all backgrounds and experiences. We do not discriminate and encourage applications (no matter age or status) from Aboriginal and Torres Strait Islander people, people from culturally and/or a linguistically diverse background, all members and genders of the LGBTQI community and people with disability. Contact Xavier on xavier@woodsco.com.au or 0439 565 880 to discuss in further detail#J-18808-Ljbffr

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