Senior Financial Adviser
vor 3 Wochen
Senior Financial Adviser - Manager of FPAbout the Client
With second generation family owned multi-disciplinary practice offering Tax, Accounting, Financial Advisory, Lending, SMSF, Business Advisory, and Bookkeeping.
This practice specializes in Business Owners.
With brand new offices in South Melbourne, this firm is ready to hire their next superstar.
About the Role Managing the Financial Advisory teamServicing 80 Fee for Service clients with the opportunity to grow the book, and hire more advisers to increase the revenue of the Financial Advisory part of the businessLeads from referrals will come from Digital Marketing, in-house BDMs qualified leads, and in-house accounting practiceConducting review meetings, and some new business meetingsChecking ROA/SOAs to ensure all information is correct and compliant with licensee standardsYou will receive and manage administrative support from an Associate Adviser, offshore Paraplanning, and admin teamSystems and Processes are established. To be successful You will be an experienced Senior Financial Adviser working in a Holistic Practice ready to manage a team in an established practice.FASEA PassComplex advice offeringTechnically mindedAbility to lead, mentor and motivate other staff members What's on offer $160K + super + bonuses OTE $200K
To work with the Managing Director, CEO of the firm
Professional Development
A systemized workflow
Team Building Events
About the recruiterYour application will include the following questions:
How many years' experience do you have as a financial adviser?What's your expected annual base salary?How much notice are you required to give your current employer? #J-18808-Ljbffr
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