Strategic Financial Advisor

Location

Description

This leading Global Private Wealth Management, Investments & Superannuation firm is witnessing a period of sustained growth and expansion. The business has extensive worldwide brand recognition, reach and presence and foster and supports employee diversity with a people comes first mantra. You will be part of a leading training & development training program working with energetic and supportive collegues in a flexible business environment with genuine work life balance.

You will be joining a team that offers its clients holistic private wealth management solutions in creating and protecting wealth. You will use your strong relationship skills to service and maintain a highly established inherited book of clients which generates significant ongoing revenue. You will also be able to leverage the organisations strong existing relationships in providing bespoke advice to an array of clients and superannuation members.

To be successful in this opportunity you will be a Financial Planner or Financial Advisor currently working within a Boutique Financial Planning or Private Wealth Management firm. You may also be a Financial Planner within a Banking Environment. You will have ideally completed the Certificate of Financial Planning or be part way through it or have an equivalent Financial Planning qualifications.

With a demonstrated track record of securing and bringing on new clients you will have solid experience dealing with pre retirees and retirees and a passion for dealing with this client set as well as knowledge of tax, superannuation and financial planning strategies To discuss this role further, please contact Brendon Jukes on 03 9018 8001.

Company
Helm Recruitment
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Posted

12 Dec 2019

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