Head Of Wealth | Future Equity
vor 4 Wochen
An exceptional opportunity has presented with a highly respected accounting and holistic advisory firm on the city fringe.
This firm is a long established, growing and dynamic firm that now has an opportunity for an experienced senior financial advisor or manager to take the helm as Head of Wealth on the financial planning side of the business and service an existing client portfolio.
We are looking for an accomplished and experienced financial advisor with a proven background in not only provision of quality financial advice to HNW clients, but also experience in growing a business, in order to deliver an outstanding experience for the firm's clients whilst leading and developing a team to further build out the financial planning division.
Key to the role is servicing an existing portfolio of HNW clients, who are predominantly HNW and SMEs, in providing high quality strategic advice across all areas including but not limited to superannuation, insurance, tax and retirement.
Additional elements of the role include:
meeting new and existing clientsleveraging from internal leads to convert to new clients (no cold new business)managing reviewscontinually advancing and updating your technical knowledgestreamlining business processesimplementing and maintaining best of breed systemsworking collaboratively across all areas of the business including Accounting, Internal Sales Teams and Advice teamsgrowing and developing a high performing teamIn turn, you will be afforded the opportunity to join a very well regarded and progressive business that will offer ongoing opportunity for growth and pathway to equity.
For this, we are seeking a candidate who can bring the following:
You Proven background as a financial advisor providing advice to HNW clientsBelieve in goals-based advice backed by sound financial strategiesSuitably qualified at degree level and meeting all FASEA requirementsAbility to work collaboratively with broader team and establish long lasting relationships with clients and teamStrong knowledge and experience in holistic financial planning including retirement and pre-retirement planningSystems oriented and experience in developing and streamlining processesExceptional time management and organisational skillsSound communication, interpersonal and relationship building skillsLove of technology and adaptable to new systemsThis is an exemplary opportunity with one of Melbourne's most respected accounting and advisory firms that will offer an exceptional workplace culture, cohesive and collaborative team environment, ongoing career progression and pathway to equity for the successful candidate.
You will be rewarded with not only a highly attractive remuneration package, but a hybrid work model and additional benefits including RDO's.
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