Senior Financial Adviser - Equity Opportunity

Candor Recruitment; Ballarat; Hybrid; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Flexible hours

WFH around your schedule

Above market base salary

25% upfront bonus

Partnership and equity position

Job summary

Candor Recruitment in Ballarat is seeking a Senior Financial Adviser to take over and manage an existing high-end client book. The role offers an equity partnership path and a flexible schedule with work-from-home options, backed by a strong back-office support team.

You will provide holistic financial planning across superannuation, investments, insurance, retirement planning and estate structuring, collaborating with paraplanning and client services to deliver quality advice on complex wealth

Qualifications

• 2+ years experience as an Authorised Representative.
• Experience with holistic advice and SMAs.
• Must be FASEA compliant and on the FAR.
• Strong client-centric approach and ability to build relationships with key referral partners.

Responsibilities

• Manage an existing book of high-end clients (avg fees $10K +).
• Provide holistic advice across superannuation, Investments & portfolio management, Insurance, Retirement planning, Wealth and estate structuring.
• Work with Paraplanning team and client services team.
• Provide quality advice for clients on complex decisions they need to make regarding their wealth.
• Leadership: Work closely with staff for performance management, development and succession planning.

Skills

Client-centric

Relationship building

Leadership

Job description

Senior Financial Adviser - Equity Opportunity

Our Client: An excellent opportunity has arisen for a Financial Planner to join an established financial advice firm in Ballarat. You will be taking over an existing book of clients with the support of an experienced back office team. This is a high performing book and there is no expectation to bring on new business, you can do so if you like.

Our client focuses on providing high levels of service to their clients. They pride themselves on their strong brand in the local Ballarat market along with strong referral partners.

We are open to a PY / Junior Adviser position as well.

The Role:

• Manage an existing book of high-end clients (avg fees $10K +)
• Provide holistic advice across; Superannuation, Investments & portfolio management, Insurance, Retirement planning, Wealth and estate structuring
• Work with Paraplanning team and client services team
• Provide quality advice for clients on complex decisions they need to make regarding their wealth
• Leadership: Work closely with staff for performance management, development and succession planning

You Will Need:

• 2+ years experience as an Authorised Representative
• Experience working with holistic advice and SMAs
• MUST be FASEA compliant and on the FAR.
• Strong client centric approach and ability to build relationships with key referral partners

Benefits:

• Flexible hours and WFH around your schedule
• Above Market base and clear bonus structures (25% upfront)
• Partnership and equity position - looking for a long-term staff member
• Great book of clients to inherit